Business Development Manager – Tax-Efficient Investments
Location: Remote – UK-wide
Salary: Up to £80,000 + Bonus + Benefits
Sector: Investment Management / Tax-Efficient Investments
An innovative and well-established investment firm is seeking a Business Development Manager to help drive distribution of its specialist tax-efficient investment solutions. This role is UK-wide and can be based remotely, with travel as needed to meet clients and attend industry events.
Key Responsibilities
- Build and manage relationships with financial advisers, wealth managers, and intermediary networks across the UK.
- Promote a suite of tax-efficient investments, including EIS and Business Relief strategies.
- Deliver sales targets through adviser engagement, education, and strategic business development initiatives.
- Represent the company at adviser meetings, roadshows, and industry events.
- Provide training, support, and technical insight to help advisers understand and recommend the firm’s investment solutions.
- Collaborate with internal stakeholders (including compliance, marketing, and product teams) to ensure adviser needs are met.
- Gather feedback from the intermediary market to support ongoing product development and marketing alignment.
Candidate Profile
- Proven experience in intermediary sales, ideally with a focus on tax-efficient investments (EIS, BR, etc.).
- A strong network of adviser relationships across the UK.
- Excellent communication and presentation skills; capable of delivering technical content in an engaging way.
- Self-starter with the ability to work independently and manage a national territory.
- Target-driven, highly organised, and commercially aware.
- Knowledge of the UK financial advice landscape and tax-efficient planning.
- Experience using CRM tools and Microsoft Office (Excel, PowerPoint).
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.