Business Development Manager - Thames Valley

London, United Kingdom
08 May 2022
17 May 2022
Industry Sector
Finance - General
Employment Type
Full Time

To work with the Investment Management teams to introduce new discretionary investment clients to the Company through professional advisers in Thames Valley region.

About the Role

To include but not limited to:
  • Covering Thames Valley area.
  • To agree with the Head of London an appropriate annual target for the introduction of new discretionary investment management business and to achieve all relevant targets.
  • To achieve the agreed new business target and any other relevant targets (KPIs).
  • To discuss and agree with the London Sales Director and Head Of Distribution, key target introducers and agree appropriate recipient investment managers for new discretionary investment management business.
  • To agree with Head of Distribution the methods and direction of sales initiatives. Report regularly to the London Sales Director and Head Of Distribution in standard format:
  • Annual new business target - correlation with London office target
  • Current new business
  • Progress against key targets and with key accounts
  • New pipeline
  • Local Adviser Segmentation plan
  • Development of new accounts
  • To attend business development meetings as appropriate
  • Communicate regularly with local Investment Directors, Investment Managers, London Sales Direct and Head Of Distribution.
  • To build and maintain appropriate working relationships with Financial Advisers and other professional introducers, as well as Quilter Cheviot Investment Managers.
  • To gain a thorough understanding of the company's products and services and the circumstances in which they may be appropriate for existing and potential clients.

About You

Experienced Regional Development Manager within the financial adviser market.

The role requires the candidate to manage their own workload, supervision by immediate manager will be on a bi-weekly basis so a willingness to take personal responsibility for organising their own workload will be important.

The candidate will be required to work closely with marketing, investment management colleagues and the broader based intermediary sales team in all offices.
  • Minimum of an industry Level 4 Qualification
  • Relevant experience of financial services in the local markets.
  • Clean driving licence.

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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