Business Development Manager – Wealth Planning

About the role

The Business Development Manager (Wealth Planning) will drive new client acquisition and build strategic partnerships for a fast‑growing wealth management firm. Working closely with senior leadership, you will target both private and corporate markets across the UK, developing a sustainable pipeline of high‑quality opportunities.

Key responsibilities

• Identify and pursue new business opportunities in private and corporate wealth sectors.
• Develop and nurture relationships with professional introducers, referral partners and key stakeholders.
• Collaborate with senior leadership to shape acquisition strategies and market positioning.
• Maintain a robust pipeline and convert leads into long‑term clients.
• Represent the firm at industry events and networking functions.

Required profile

• Proven track record in business development or sales within financial services.
• Experience working with private and/or corporate wealth clients.
• Strong networking ability and experience building introducer relationships.
• Relevant industry qualifications or a commitment to obtain them.
• Commercially driven with a passion for relationship‑led growth.

Required skills

What we offer

• Salary up to £80,000 plus OTE exceeding £100,000.
• 25 days holiday with the option to purchase additional days.
• Additional leave over the Christmas period.
• Private medical insurance, life assurance and enhanced pension contributions.
• Flexible benefits package.