Sales/Business Development Director

2 weeks ago

London, Greater London, United Kingdom Q Networkers Full time
Head of Internal Sales / Asset Management / Private Equity / Head of Internal Business Development / Wealth Management / VCT / EIS / Business Relief / Estate Planning

It is essential to have a background in any of the following – Asset Management, Wealth Management, Investment / Wrap Platform, Life & Pensions / Tax Efficient Investments


The Internal Business Development team are responsible for outbound sales activity focused on intermediary / financial adviser relationships in the UK.

Each of the team work alongside a dedicated Regional Business Development Manager to drive inflows into their given region.

We are looking for an ambitious and driven individual to lead the Internal Business Development function and drive the team forward in line with strategic growth plans.

We have ambitious plans to further grow our funds proposition and enhance our existing Business Relief suite of services.

This individual will form part of the Business Development leadership team alongside the Sales & Marketing Director and Director of Regional Business Development, working closely with Strategic Partnerships, Marketing, Client Services and the Investment team.

The role requires an experienced and knowledgeable sales professional who has experience of the Business Development role and at least 3 years' experience leading a team within a similar financial services organisation.


Overall responsibility for leading the Internal Business Development team, including induction, training, development and day-to-day activity

  • Responsibility for creating, driving and monitoring campaigns through the team
  • Supporting the team in developing strong business plans and assessing the execution and success of these
  • Ensuring the team maintains high quality records on the internal systems such as Salesforce, 8x8 and SharePoint
  • Direct line management of team leaders and Senior BDMs, including regular 1:1s, quarterly reviews, call listening and day-to-day support
  • Using CRM and other management data to monitor and drive performance against KPI activity targets
As a senior member of the sales team, you will also be required to host and attend webinars and events

  • Constantly seeking new opportunities to develop the business and brand awareness
  • Share best practice and contribute feedback to help with continuous improvement
  • Involvement in supporting projects that may impact the team
  • Occasional travel across the UK to support events and develop relationships with intermediaries
  • Enhancing relationships with industry third parties and attending networking opportunities
  • Providing feedback to the management team to help shape future product development
Strong and flexible work ethic

  • Empathetic with high quality interpersonal skills
  • Strong relevant IT knowledge (ideally including Salesforce, Microsoft Office, Teams and Zoom)
  • High quality well-written communications
  • Full UK driving licence
  • We are looking for a candidate with strong leadership skills and considerable experience of the sales process. They will demonstrate an exceptional approach to this role, understanding that the needs of clients (both internal and external) are at the heart of everything we do and key to the success of our business.

The candidate will display diligence by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly.

The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of the business.

Knowledge and/or experience of funds and/or tax efficient services

  • Strong understanding of tax structures used by Financial Advisers – Offshore Bonds, SIPPs, ISAs, and Trusts
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