Business Development Manager – Tax-Efficient Investments

Location: South East England (Field-Based)

Salary: Competitive + Bonus + Benefits

Sector: Investment Management / Tax-Efficient Investments

A leading provider of tax-efficient investment solutions is seeking a Business Development Manager to join its distribution team, covering the South East region. This is a field-based role focused on building and managing relationships with financial advisers and wealth managers to promote the firm's range of investment products.

Key Responsibilities:

• Develop and maintain strong relationships with financial advisers, IFA firms, and wealth managers across the region.
• Promote a suite of tax-efficient investment solutions including VCTs, EIS, and Business Relief offerings.
• Achieve and exceed sales targets through effective territory management and adviser engagement.
• Support existing accounts while proactively identifying and onboarding new advisory relationships.
• Deliver product training, CPD-accredited presentations, and investment updates to adviser audiences.
• Collaborate closely with internal teams including compliance, marketing, and investment management to ensure consistent messaging and support.
• Keep up to date with market trends, regulatory changes, and adviser needs in the tax-efficient space.

Candidate Profile:

• Proven track record in intermediary sales, ideally within tax-efficient investments (VCT, EIS, BR).
• Existing relationships with advisers and networks in the South East region preferred.
• Strong understanding of the financial advice process and tax planning solutions.
• Excellent communication and presentation skills; able to build rapport and trust quickly.
• Highly motivated, self-sufficient, and target-driven.
• Level 4 Diploma in Financial Planning (or progress toward) preferred but not essential.

What’s on Offer:

• Opportunity to join a highly respected investment provider with a growing footprint in the tax-efficient market.
• Competitive salary and uncapped bonus potential.
• Supportive culture with access to marketing, training, and investment expertise.
• Career progression within a dynamic and forward-thinking business.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.