Job Title: Business Development Director
Location: Birmingham, Home, Edinburgh, London
Salary: Competitive
Job Type: Full Time, Permanent
Punter Southall Wealth have two core values – always strive to meet client’s expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of my responsibilities.
We are financial planners and investment managers who combine expertise, experience and insight to provide personalised advice and investment solutions that continually pursue growth and security.
About the role:
Reporting to the Head of Business Development, your role will be to lead, support and enable the firm’s financial planners and investment managers in acquiring new clients.
Responsibilities
- Implementing Wealth’s business development strategy
- Increasing introductions and referrals from professional connections including (but not limited to) solicitors, accountants, private bankers, mortgage brokers, insurers and auctioneers
- Helping increase and convert leads from Private Clients
- Helping improve client retention
- Contributing to the evolution of Wealth’s service and product propositions through the provision of market intelligence
- Operating within a compliant framework and adhering to corporate and regulatory behavioural and quality standards
- Working effectively with Marketing to deliver collateral, communications, events and to maximise the benefit to Wealth of other opportunities to exert or enhance its brand
- Working effectively with the Psigma Business Development team to share best practice and manage potential conflicts of interest
Skills & Experience
- Professional competence, credibility, empathy and resilience
- Proven ability to build and maintain relationships of trust
- Good understanding of the UK financial planning and advice market, UK investment management market, and the market for legal and accountancy services in the UK
- Ability to engage effectively at every level of businesses, organisations, and associations
- Systematic approach to planning and execution of professional responsibilities
- Strong presentation skills and excellent written and oral communicative ability
- Highly effective in a team environment but with a demonstrable track record as a self-starter
- Committed to maintaining the highest professional standards and ongoing personal development
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: Business Development Executive, Key Account Manager, Sales Account Manager, Sales Manager, Senior Sales Manager, New Business Developer, Account Management, New Business Manager, External Sales, Business Development Manager may also be considered for this role.
