Financial Services
Financial Services
South East
up to £85,000pa

Senior Business Development Consultant

Ref: 3792| Posted: 29th Nov 2021

Senior Business Development Consultant
Up to £85kpa + excellent benefits
Home Based (must be able to travel to clients)

Location: Surrey, Hampshire, Sussex, Berkshire, Kent 
Monday – Friday (9-5.30)

A fantastic opportunity has become available for a Senior business development consultant to join a financial services client of ours who have grown rapidly in the past few years. Their focus has now moved to engaging, and potentially acquiring, a small number of larger firms alongside their existing focus on high quality member firms. 

The purpose of the role is: 

To manage a high-quality pipeline of new opportunities focusing on high quality mid- to large-size Financial advice firms and to engage and lead the discussions with senior stakeholders / business owners. To negotiate and conclude the structure and commercials of these opportunities.

Key Activities & Responsibilities:

Work with the Corporate Development Director, Head of Business Development and the Head of Marketing to build an overall strategy for Business Development – revenue targets and focus, ideal firm profile, engagement approach, success measures.
Work with the Group Directors, Head of Relationship Management and Support to agree a business development approach for existing firms
Identify strategic acquisition opportunities in line with the Group’s acquisition Strategy and build the business case to proceed with such acquisitions
Communicate the pipeline / forthcoming projects to all relevant parties to ensure business readiness (e.g. Membership, Finance, Onboarding, Training etc)
Present at Business Development seminars, sponsored events, attend industry events to represent our client and its companies as appropriate 

Required Skills/Experience: 

Degree level education, preferably in business
Sound knowledge of Financial Services, specifically the Financial Planning / IFA and wrap/platform markets.
Ideally, knowledge of acquisition / succession planning principles within the Financial Planning profession (drivers, valuation criteria, typical deal structures, legal framework etc)
Demonstrable experience of driving business growth
Proven ability to think strategically and creatively, to implement effective short, medium and long term plans
Strong networking and excellent interpersonal skills
Ability to communicate with, engage and influence senior decision makers (owners / directors of the firm, senior operational / compliance / platform administration staff etc)
High level of verbal and written communication skills
Strong presentation skills
Strong ability to work independently and part of a team
Understanding of the competitive landscape, particularly the available alternative solutions that a firm may be considering when they first engage with our client
Excellent presentation and interpersonal skills
Effective organisational and prioritisation skills
Proficiency in Microsoft Office
Experience of IT CRM systems and processes
Valid UK driving licence
Tenacious, resilient, self-starter.
Able to act on own initiative with drive and determination
Great at analysing opportunities
Good decision maker  


If you feel this challenging but rewarding role is for you, please apply or contact Andrea on 01483 668706 or email me at:

Due to high levels of candidate activity, if you have not heard from us within 5 working days then please assume your application has been unsuccessful – Thank you.