Investment Management | Sales & Business Development

An exciting opportunity to join a leading investment management business, supporting business development and building relationships with financial advisers and wealth managers.

Ideal for a confident, commercially minded individual looking to kick-start or develop a career in financial services, with excellent training and genuine opportunities for progression.

1. Make outbound calls to build relationships and generate new business meetings.
2. Support a Field Business Development Manager in developing regional sales opportunities.
3. Build and strengthen relationships with financial advisers and wealth managers.
4. Respond to adviser enquiries and deliver exceptional client service.
5. Follow up meetings, develop sales leads and help convert opportunities into business.
6. Maintain CRM records and support client meetings, conferences and industry events.

1. Confident communicator with strong telephone and relationship-building skills.
2. Commercially minded, proactive and motivated to succeed.
3. Highly organised, with excellent attention to detail.
4. Strong written communication and IT skills.
5. A team player who can also work independently.
6. Keen to learn and build a career in investment management.

Financial services experience is not essential — attitude, ambition and a willingness to learn matter most.

1. Excellent training and development.
2. Exposure to investment management and professional intermediary relationships.
3. A supportive, collaborative team environment.
4. Career progression and increased responsibility based on performance.