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Business Development Director, Scotland
Job Posted: 10 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Scotland
Expire in: 18 days
Job Description
Our client, is a FTSE 250 listed financial planning and investment management business who believe that everyone should have a financial plan. As such they provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-asset management to financial advisers, trustees, consultants, family offices and charities.
Currently they have a requirement for a Business Development Director to join their sales team focusing on building high quality relationships with Scottish based intermediaries promoting their full range of investment services. There is also the opportunity to develop relationships with discretionary investment firms. This range of investment services includes multi asset funds, single asset class funds, discretionary management services and an IHT service.
Responsibilities:
* Create long-term business partnerships with UK based Intermediaries and discretionary investment firms, securing profitable business flows.
* Develop existing and new relationships.
* Articulate full range of investment services in a compelling manner.
* Demonstrate good investment knowledge.
* Have an understanding of the tax and operational structures used by Intermediaries, eg, Pensions, ISAs, Bonds, GIA’s, Trusts and Platforms.
* Act in a professional and compliant manner at all times.
* Achieve personal objectives in line with corporate objectives.
Regulatory Responsibilities (Compliance/T&C)
* Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients
You will ideally have:
* Good understanding of the UK intermediary market.
* Good investment knowledge, both general and product.
* Excellent relationship building, influencing and negotiation skills.
* Understanding of, and ability to work within, the compliance environment
Requirements:
* At least ten years’ experience operating in the retail financial services environment with specific exposure to the UK intermediary market.
* Experience in the distribution of investment funds and/or Discretionary Fund Management in the UK intermediary market.
* Qualified to QCA Level 4 or above.
* Maintain professional standards through active participation in CPD programmeBefore You Apply
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