Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a highly experienced and commercially successful Director, Business Development to join our team in Bristol, which is responsible for leading adviser relationship development across the South West. You will be responsible for building, deepening and converting relationships with Independent Financial Advisers, wealth planners and adviser firms throughout the region.
This is a senior role requiring a proven business developer with strong existing relationships in the South West IFA market and a demonstrable track record of generating significant new assets under management. It will require the ability and credibility to deliver in excess of £100m of new AUM per annum, through a combination of new business development, strategic account management and long-term relationship building.
In addition to driving commercial growth, the role will involve working closely with our offices across the South West, ensuring strong regional connectivity and a consistent client and adviser experience. You will also be expected to act as a senior member of the wider business development team, mentoring junior colleagues and contributing ideas, market insight and experience to support the continued growth of the firm.
As Director Business Development, your responsibilities will include among others:
- Leading business development activity across Bristol and the wider South West region - identifying, developing and converting high-quality relationships with IFAs, adviser firms, wealth planners and professional connections.
- Generating significant new AUM flows, with the capability to deliver in excess of £100m per annum.
- Building and managing senior relationships with key decision-makers, business owners, investment committees and adviser networks.
- Promoting the firm’s investment solutions, including Managed Portfolio Services, discretionary services and other relevant propositions.
- Developing a clear regional business plan focused on target firms, growth opportunities and key strategic relationships.
- Managing a robust pipeline of adviser opportunities and ensuring disciplined follow-up through to conversion.
Qualifications
Skills and Experience
To be successful in this role, you should:
- Significant experience in a senior business development, sales director or intermediary relationship role within financial services with strong existing relationships with IFAs and adviser firms across Bristol and the wider South West.
- Demonstrable track record of generating substantial new AUM, ideally in excess of £100m per annum.
- Experience promoting investment solutions such as Managed Portfolio Services, discretionary fund management services, model portfolios or wider wealth management propositions.
- Excellent knowledge of the adviser market, including adviser business models, platform dynamics, investment outsourcing and client proposition requirements.
- Ability to engage confidently with senior stakeholders, including firm principals, investment committees and professional introducers with strong presentation, communication and relationship management skills.
- Commercially focused, with a clear understanding of pipeline management, opportunity qualification and conversion.
Desired:
- Existing network of high-quality adviser relationships in the South West.
- Experience working for an investment manager, discretionary fund manager, wealth manager, asset manager, platform or MPS provider.
- Relevant financial services qualifications, such as the Investment Management Certificate, Diploma in Financial Planning or equivalent.
- Experience contributing to broader distribution strategy, proposition development or regional growth planning.
- Previous responsibility for coaching or mentoring junior business development professionals.
- Experience hosting adviser events, investment seminars, roundtables or regional professional forums.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
