Business Development Executive

The strongest business development financial professionals are connectors, relationship builders and trusted partners who understand that meaningful opportunities are created through credibility, consistency and genuine collaboration. Does this sound like you?

We are working with a highly regarded national wealth management firm seeking an experienced home-based Business Development Executive to help expand and strengthen relationships across the professional intermediary market.

This is a strategic, externally focused 12 month contract (which may develop into a full-time role), where success will come from developing trusted partnerships with professional introducers, raising the profile of the business and creating opportunities that deliver long-term value for clients and professional connections alike.

If you enjoy building influential networks, opening doors and creating opportunities through relationships, this could be an exciting next step.

The Opportunity

As Business Development Executive, you will play a key role in driving growth across a broad network of professional introducers, including legal firms, accountancy practices, trustees, professional consultants and other complementary professional services organisations.

Working closely with senior stakeholders across the business, you’ll help develop and execute growth initiatives, identify new opportunities and strengthen existing relationships that support the continued expansion of the firm’s wealth management and investment propositions.

This is a highly visible role with the opportunity to influence both business development strategy and long-term commercial success.

What You will Be Doing as a Business Development Executive

• Developing and nurturing relationships with professional introducers and centres of influence across key target markets
• Identifying and creating opportunities to introduce wealth management and financial planning services to new audiences
• Building and maintaining a healthy pipeline of prospective business opportunities
• Supporting the delivery of business development plans and growth objectives
• Representing the business at industry events, networking forums and professional gatherings
• Coordinating presentations, meetings and proposal activity with internal specialists and client-facing teams
• Working closely with marketing colleagues to support campaigns, events and thought leadership initiatives
• Acting as an ambassador for the business and its reputation within the professional community
• Creating and maintaining accurate management information, pipeline reporting and business development activity records
• Building strong internal relationships across investment, financial planning, marketing, compliance and operational teams to ensure a seamless client experience

About You

You will be someone who enjoys developing meaningful professional relationships and takes pride in becoming a trusted and credible presence within your market.

You will likely bring:

• Experience within wealth management, financial planning, investment management or a related professional services environment
• A strong network of professional intermediary relationships, or a proven track record of building them successfully
• Knowledge of working with professional introducers such as accountants, solicitors, trustees, consultants and other advisory businesses
• Strong presentation and communication skills
• Excellent relationship-building and stakeholder management abilities
• Commercial awareness and the ability to identify growth opportunities
• Strong organisational and planning skills
• A collaborative approach and willingness to work closely with colleagues across multiple disciplines
• High levels of professionalism, integrity and credibility
• A proactive mindset with the energy and initiative to drive opportunities forward

Why This Business Development Executive Role Stands Out

This is an opportunity to join a wealth management company who genuinely values long-term relationships, collaboration and professional excellence.

You will be part of a financial services organisation that combines the resources and expertise of a national wealth management business with the personal approach that helps create lasting client and professional connections.

The culture encourages initiative, supports professional development and values individuals who are willing to contribute ideas and help shape future growth.

For someone who enjoys working with high-quality professionals, building trusted networks and making a visible impact, this role offers both challenge and opportunity.

The Culture

This is a wealth advice business that understands that sustainable growth comes from people.

You will find a collaborative environment where relationships matter, expertise is respected and individuals are encouraged to bring their ideas, personality and experience to the table.

The team is ambitious, professional with a human touch, and focused on building long-term success for clients, colleagues and professional partners alike.

If you are a relationship-led business development professional looking for an opportunity where trust, credibility and partnership are genuinely valued, we would love to hear from you.