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Business Development Manager for Independent Financial Services

2 months ago


High Wycombe, Buckinghamshire, United Kingdom Brook Street Full time
About the Role

We are seeking a highly motivated and experienced Business Development Manager to join our team at Brook Street. As an Administrator for Independent Financial Advisers, you will play a crucial role in supporting the growth and development of our financial services business.

Key Responsibilities
  • Business Growth: Collaborate with our financial services team to identify new business opportunities and develop strategies to drive growth and expansion.
  • Administrative Support: Provide administrative support to our financial advisors, including managing new business submissions, tracking progress, and overseeing client annual review packs.
  • Client Relationship Management: Build and maintain strong relationships with our clients, ensuring their needs are met and exceeded.
  • Process Improvement: Identify areas for process improvement and implement changes to increase efficiency and productivity.
Requirements
  • Experience: A solid background in financial services, particularly with IFA firms.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Technical Skills: Experience with Intelligent Office (IO) and Microsoft Office.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced Business Development Manager looking for a new challenge, please apply today.