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Business Development Manager – IHT Product Specialist

Overview

Our client is an award-winning investment specialist operating in one of the fastest-growing areas of financial planning. Working with financial advisers across the UK, they help individuals preserve family wealth and pass assets to future generations through innovative inheritance tax planning solutions. Backed by an exceptional reputation, billions of pounds under management and a collaborative, high-performing culture, the business offers a unique opportunity to become a recognised specialist within a technically rewarding market.

You'll receive extensive product training, ongoing professional development and the chance to build long-term adviser relationships while representing solutions that make a meaningful difference to clients and their families.

You will own your region and be afforded the opportunity to progress within the firm through exceptional performance into an external or equivalent seniority role in the future. As well as a strong benefits package, the individual can expect a base salary of up to £45k DOE and OTE of c£90k.

Skills & Experience
  • Previous experience within a Business Development, Account Management, Internal Sales or Relationship Management role, ideally within financial services or a regulated environment
  • A proven ability to build strong, long-term client relationships and identify opportunities to grow existing and new business.
  • Excellent communication and presentation
  • Previous experience within a Business Development, Account Management, Internal Sales or Relationship Management role, ideally within financial services or a regulated environment
  • A proven ability to build strong, long-term client relationships and identify opportunities to grow existing and new business
  • Excellent communication and presentation skills, with the confidence to engage with senior stakeholders and professional advisers
  • A proactive, self-motivated approach with strong organisational skills and the ability to manage multiple opportunities simultaneously
  • Commercially minded with a consultative sales style, focused on understanding client needs and delivering tailored solutions
  • Experience using CRM systems (Salesforce or similar) to manage pipelines and maintain accurate records would be advantageous
  • Competent using Microsoft Office, including Outlook, Excel and Teams
  • A willingness to learn technical products and develop specialist knowledge within the inheritance tax planning sector
  • A positive, collaborative attitude with a genuine desire to contribute to a high-performing team
  • skills, with the confidence to engage with senior stakeholders and professional advisers
  • A proactive, self-motivated approach with strong organisational skills and the ability to manage multiple opportunities simultaneously
  • Commercially minded with a consultative sales style, focused on understanding client needs and delivering tailored solutions
  • Experience using CRM systems (Salesforce or similar) to manage pipelines and maintain accurate records would be advantageous
  • Competent using Microsoft Office, including Outlook, Excel and Teams
  • A willingness to learn technical products and develop specialist knowledge within the inheritance tax planning sector
  • A positive, collaborative attitude with a genuine desire to contribute to a high-performing team
Roles & Responsibilities
  • Build and develop long-term relationships with financial advisers, becoming their trusted point of contact for specialist inheritance tax planning solutions
  • Proactively identify new business opportunities through outbound calls, email and LinkedIn, arranging high-quality meetings and generating a strong regional pipeline
  • Work closely with an experienced Regional Business Development Manager to execute sales strategies, maximise opportunities and achieve regional growth targets
  • Deliver exceptional customer service by supporting advisers with product information, technical queries and tailored solutions throughout the sales process
  • Represent the business at adviser meetings, industry events and conferences, strengthening relationships while promoting innovative inheritance tax planning solutions
About Express Recruitment
Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates. We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all our current vacancies on 👉 https://bit.ly/3IaEnI7 Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.
Job Location
London
Salary
c£90,000 per annum OTE
Job Type and Hours
Full Time, Monday-Friday, Permanent

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