Intermediary Vacancy / Field based /covering Scotland and Northern Ireland

Our financial services client is a product provider including With Profits funds which is where this BDM or RSM role as it called sits.

The role responsibilities include the deliver sales revenue through the sale of the With Profit Fund via IFA’s. The development of “Business to Business” IFA relationships is imperative to develop, maintain and grow existing and new adviser relationships in person and digitally with a view to developing scale and growth in the operation. In addition to develop and maintain key platform relationships with partner platforms.

We’re looking for an accomplished Intermediary BDM with a proven track record of penetrating and maintaining business relationships in the IFA Market. Good understanding of the financial advice process, ideally level 4 qualified plus understanding and experience of the UK with profit sector and the investment platform market.

In addition to the basic salary (circa 75k), there’s a bonus scheme, car allowance (6k) plus a strong list of employee benefits