We are seeking a proactive, results-oriented individual who is eager to transition from a telephone sales environment into a field-based role or someone already experienced as a hybrid Business Development Manager (BDM). This client values expertise, initiative, and a professional approach to building lasting partnerships in the investment and financial advisory space.

Responsibilities

• Identify and develop new business opportunities within the intermediary and IFA sectors.
• Engage with intermediaries via telephone and field visits to promote investment solutions.
• Build and maintain strong, lasting relationships with financial advisers and other key stakeholders.
• Present and explain outsourced investment products effectively, aiming to meet client needs.
• Achieve agreed sales targets and contribute to the growth of the company's client base.
• Collaborate with internal teams to ensure a seamless client journey and high levels of service delivery.
• Stay updated on industry trends, competitor activities, and regulatory changes affecting the investment landscape.

Requirements

• Proven experience in IFA sales, with a demonstrated track record of achieving sales targets.
• Knowledge of outsourced investment solutions and the intermediary market.
• Excellent communication and interpersonal skills, both over the phone and in person.
• Self-motivated, proactive, and able to work independently within a supportive team environment.
• Previous experience of telephone sales is highly desirable, along with a desire to expand into field-based sales.
• Professional approach with a solid understanding of compliance and regulatory requirements.

This role offers a competitive salary package, plus uncapped earning potential through commission. You will have the opportunity to grow your career within a forward-thinking organisation that supports development and values its people. Our client provides ongoing training, a collaborative work environment, and a clear path for progression in the investment sales arena.

If you possess the experience and motivation to succeed in this exciting opportunity, we encourage you to apply today. Join a reputable organisation where your expertise will be valued and your career flourished.

Responsibilities

• Identify and develop new business opportunities within the North East region, cultivating strong, long-lasting client relationships.
• Provide customised outsourced investment solutions tailored to client needs, ensuring high levels of satisfaction and trust.
• Maintain a deep understanding of the company’s services and industry trends to effectively communicate value propositions.
• Collaborate closely with internal teams, including Investment Analysts and Client Support, to deliver exceptional service.
• Attend industry events and networking opportunities to enhance the company’s profile and generate leads.
• Prepare and deliver presentations and proposals to prospective and existing clients, highlighting the benefits of outsourced investment management.
• Monitor market developments and competitor activities to identify additional opportunities for growth and differentiation.

Requirements

• Proven experience in Outsourced Investment Solutions and/or investment platform space.
• Strong understanding of investment management principles and industry regulation.
• Excellent communication and interpersonal skills, with the ability to build rapport at all levels.
• Demonstrable track record of developing new business and closing deals in a regional context.
• Self-motivated with a proactive approach to networking and lead generation.
• Ability to travel within the North East region as required.

Joining this organisation offers a competitive salary package, comprehensive training, and ongoing professional development. You will be part of a forward-thinking team that values expertise, collaboration, and integrity, all within a flexible and supportive working environment. If you are motivated by building meaningful client relationships and expanding your career in investment consultancy, we encourage you to apply today.

Take the next step in your career and contribute to a leading company shaping the future of outsourced investment management. Apply now to become our client’s new Regional Development Manager - North East of England.

Responsibilities

• Develop and nurture strong, long-term relationships with financial advisers within the tax-efficient investment space
• Identify new business opportunities and convert leads into profitable client relationships
• Engage with advisers through face-to-face meetings, conferences, and hybrid communications to promote the company’s product range
• Achieve and exceed sales targets by applying effective sales strategies and product knowledge
• Collaborate closely with internal teams to ensure client needs are met and service delivery is maintained at a high standard
• Maintain up-to-date knowledge of market trends, legislative changes, and competitor activity in tax-efficient investments

Requirements

• Proven experience selling to IFAs, whether via telephone or in an office-based environment
• Strong understanding of tax-efficient investments such as VCT, EIS, and BR schemes
• Track record of consistently meeting or exceeding sales targets
• Ambition to develop into a hybrid, externally facing role with a focus on building adviser relationships
• Excellent communication and relationship-building skills
• Proactive attitude with the ability to manage a diverse client portfolio effectively

This role offers a compelling package including competitive remuneration, excellent opportunities for career development, and a supportive environment within a prestigious and innovative firm. If you are ready to elevate your career in business development within the investment management sector, we encourage you to apply today for a confidential discussion. Take the next step in your professional journey with RMK Talent Solutions — your partner in talent excellence.

Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

Responsibilities

• Line management and coaching of BDMs/BDAs to optimise performance and professional development
• Setting and monitoring KPIs aligned with business targets, utilising Salesforce dashboards for tracking
• Implementing and managing sales campaigns in line with strategic directives, ensuring consistent execution
• Maintaining Salesforce hygiene, accurate data entry, and pipeline tracking
• Providing regular performance reports, identifying underperformance early, and implementing improvement plans
• Collaborating with external advisers, marketing teams, and internal stakeholders to support cohesive sales initiatives
• Supporting recruitment, onboarding, and training of new team members
• Leading peer knowledge sharing and supporting internal webinars, events, and campaigns

Requirements

• Proven experience managing sales teams, ideally within financial services
• Strong understanding of adviser sales processes and intermediated distribution channels
• Exceptional coaching, leadership, and communication skills
• Ability to manage performance, hold difficult conversations, and drive results
• Experience with Salesforce or similar CRM tools for data management and reporting
• A proactive, supportive leadership style with a focus on team development and collaboration

Joining the team offers you the chance to work within a collaborative, merit-based environment that values professional growth and employee contribution. You will benefit from ongoing training, recognition for your achievements, and the opportunity to shape future sales strategies. If you are ready to lead a talented team and make a meaningful impact in the financial services industry, we invite you to apply now and take the next step in your career.

Responsibilities

• Engage and develop relationships with financial advisers to promote the company's investment products and services.
• Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.
• Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.
• Consistently meet activity, KPI, and sales targets aligned with business goals.
• Develop a comprehensive understanding of the company’s investment offerings and market positioning.
• Provide excellent client service through proactive follow-up of event leads and marketing campaigns.
• Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.
• Partner with internal teams and external advisers to share best practices and optimise campaign strategies.
• Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.
• Assist the Head of Sales with client meetings and field-based support as required.
• Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.

Requirements

• Minimum of 2 years’ sales experience within Financial Services, preferably with IFAs or investment management firms.
• Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred).
• Strong communication and interpersonal skills, capable of building professional B2B relationships.
• Motivated, positive, and proactive attitude with a focus on achieving results.
• Excellent organisational and time management skills, with the ability to prioritize effectively.
• Analytical mindset with critical thinking ability.
• Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management.

This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. 

If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.

If so, we are working with one of the UK’s leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers:

• Flexibility to balance work and family life effectively.
• Lucrative financial perks coupled with avenues for advancement.
• Personal fulfillment derived from engaging in meaningful and gratifying work.
• Currently, the client is seeking candidates for its full-time programme. 

Successful applicants will gain:

• Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
• Entry into a self-employed Adviser role upon qualification building your own empire.

If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field. Alternatively, if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector.

If you resonate with the following statements, we'd love to connect with you:

• I aspire to establish my own venture as a financial planner.
• I'm considering a career switch or re-entering the workforce.
• I possess a strong work ethic, diligence, and attention to detail.
• I am ethically inclined and committed to adhering to regulations.
• I excel in communication and relationship-building.

Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in:

• Cultivating new client opportunities to expand your clientele.
• Guiding clients towards prudent financial decisions aligned with their objectives.
• Crafting comprehensive financial plans to steer clients towards their goals.
• Offering counsel on contemporary financial matters and providing recommendations.
• Cultivating new business avenues and fostering introducer relationships.
• Tailoring financial strategies to accommodate clients' evolving requirements.
• Nurturing enduring client relationships and upholding industry knowledge.

Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.

*Trainee Financial Adviser opportunity - FAST-TRACK PROGRAMME - UK Wide***

Are you currently CII/CISI/LIBF Level 4 qualified keen and ready to move into an Adviser role? If so this may be the opportunity you are seeking!

We are hiring for Qualified Trainee Financial Advisers for a new, fully funded training academy (13 months guaranteed income). This is a fantastic opportunity to enter a structured academy programme that will support you developing the necessary skills to help launch you're Adviser career - including client introductions - required to become a successful financial adviser. In this academy you will:

• Develop core skills and behaviours relevant to the job role
• Enjoy the support of a structured learning programme
• Have access to industry leading learning content and experienced tutors
• Receive guidance from experienced colleagues throughout your journey
• Develop the expertise to engage, interact with, and ultimately advise clients
• Receive all the tools required to excel in your new financial services career
• Build a successful financial services practice
• Gain access to lead generation to assist in the early days of your advising career
• Reduction in fees and access to business support functions such as marketing

So, what’s the criteria of entry for the academy programme?

You should have a strong desire to develop yourself and to help others achieve their financial goals.

While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only.

You need to be committed to applying yourself diligently.

The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university.

Regardless of your background there are some key characteristics we look for in applicants. These are…

• A history of academic achievement
• Entrepreneurially minded
• Ability to demonstrate an interest in the financial services industry and in particular advice & planning
• Commitment, drive and passion
• An enthusiasm to engage with people and understand them better
• A natural curiosity
• Self-motivated
• An ability to communicate clearly and concisely
• Excellent time management and organisational skills

You must be open to a self-employed position with the knowledge this can come with a variable income.

Are you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a privately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Senior Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

The Opportunity
We are seeking an experienced and driven Investment Specialist/Regional Sales Manager to work with pre-qualified, high-net-worth leads. You will be responsible for engaging prospective clients, qualifying opportunities, and scheduling face-to-face meetings. Your goal will be to secure new clients and assets for the business through a consultative sales approach.

This is a highly entrepreneurial role requiring extensive client contact and strategic selling — but no cold-calling. You will be supported by specialist portfolio management and client service teams who handle onboarding, account management, and retention, allowing you to focus on new business generation. You will report directly to a senior leader.

Your Qualifications

• Demonstrated and measurable individual sales success with stock market investors.

• QFA (or equivalent) qualified

• 5+ years’ proven experience selling to high-net-worth individuals.

• Quantifiable track record in closing new investor business.

• Goal-oriented with a mindset that values achievement and results.

• Calculated risk-taker, resilient through both wins and setbacks.

• Exceptional closing skills and documented sales ability.

• Positive, solutions-focused approach to challenges.

• Persistent and proactive, with a high activity level.

• Strong interpersonal skills with the ability to connect with diverse audiences.

• Highly ethical and professional in all dealings.

Responsibilities

• Preparing and reviewing comprehensive financial planning reports and recommendations for clients.
• Gathering and analysing client data to develop tailored financial strategies.
• Collaborating and supporting Financial Advisers to ensure smooth client service delivery.
• Assisting in the review and maintenance of client financial plans.
• Keeping up-to-date with industry regulations, products, and market developments.
• Ensuring compliance with relevant legislative and regulatory requirements.
• Managing and maintaining accurate client records and documentation.

Requirements

• Proven experience as a Paraplanner within a financial planning or wealth management environment.
• Strong understanding of financial products, legislation, and compliance standards.
• Excellent organisational skills with the ability to manage multiple client files efficiently.
• Attention to detail and high-quality report-writing capabilities.
• Qualifications such as level 4 CII/LIBD/CISI are highly desirable.
• Effective communication skills, both verbal and written.
• Proactive attitude with a commitment to ongoing professional development.

This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.

If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today.

As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with HNW & UHNW clients.

Key Responsibilities:

• Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
• Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.

Client Relationship Management:

• Nurture and expand client relationships through effective communication and tailored financial guidance.
• Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
• Market Analysis and Investment Strategy:
• Stay abreast of market trends, economic indicators, and regulatory changes.
• Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.

Risk Management:

• Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
• Collaborate with clients to establish contingency plans for unforeseen circumstances.

Tax Planning:

• Work closely with clients to optimise tax strategies and minimise liabilities.
• Stay informed about tax code changes and their potential impact on clients' financial plans.

Team Collaboration:

• Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
• Share insights and best practices to contribute to the collective expertise of the organisation.

Qualifications:

• Bachelor's degree ideally in Finance, Business, or related field.
• Minimum Level 6 CII, CISI or LIBF qualification
• Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
• In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
• Strong analytical, interpersonal, and communication skills.

Benefits:

• Competitive compensation package including potential Partnership
• Health and retirement benefits.
• Professional development opportunities.
• Collaborative and dynamic work environment.

Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!

The Day-to-Day:

The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.

This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.

What are they seeking?

• Consistent and quantifiable individual sales success with stock market investors
• Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF)
• Minimum of five years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business
• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; "money is a measure of success" mentality
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities
• High activity orientation and exceptional work ethic
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive

If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you. 

A leading investment management firm is seeking an experienced sales professional to join its Strategic Partnerships (SP) team. This role will play a pivotal part in expanding the firm’s presence and inflows to their tax-advantaged investments through proactive engagement, business development, and strategic account management.

Key Responsibilities:

• Lead and manage designated Strategic Partnership accounts and paid engagement relationships

• Drive annual inflow growth per SP account

• Identify, screen, and onboard new Strategic Partners clients

• Respond to inbound client and paid engagement enquiries

• Plan and execute high-impact internal and external SP events

• Maintain a high level of engagement through webinars, face-to-face presentations, events, and roadshows

• Deliver advanced-level insights and training on tax-advantaged investments to both the SP and retail sales teams

• Present regularly at internal sales meetings with self-produced content

• Develop and produce high-quality written materials and marketing content

• Collaborate with the broader sales team to execute firm-wide SP initiatives

• Monitor market trends to identify new opportunities and generate relevant content

• Ensure full compliance with internal procedures, policies, and industry standards

About You:

• Proven background in a IFA Strategic Partnerships or IFA Business Development role

• Strong public speaking and presentation skills

• Strategic mindset with the ability to identify growth opportunities

• Confident in delivering training and creating original content

• Familiar with compliance and best practices in a regulated investment environment

This is an exciting opportunity for a driven and knowledgeable investment professional looking to make a meaningful impact within a high-performing team.

Responsibilities

• Lead, manage, and motivate a team of Business Development Managers across the region to achieve sales targets and business growth objectives.
• Develop and implement strategic sales plans aligned with company goals, market trends, and changing financial adviser landscape.
• Provide coaching and ongoing development opportunities to team members, fostering a high-performance sales culture.
• Build and maintain strong relationships with financial advisers, wealth managers, and other key stakeholders.
• Monitor sales performance metrics, analyse data, and adjust strategies to optimise results.
• Collaborate with internal teams on delivering excellent service and ensuring compliance with regulatory standards.
• Lead on strategic projects related to market expansion, product launches, and client engagement initiatives.

Requirements

• Proven track record of successful sales management within the financial services or investment management sectors (life company for example)
• Experience managing and developing high-performing sales teams within a regional or national capacity.
• Strong understanding of the financial adviser landscape and current industry trends.
• Exceptional leadership, coaching, and communication skills.
• Strategic thinker with the ability to analyse data and implement effective sales strategies.
• Ability to build strong relationships with clients and internal stakeholders.
• Self-motivated with a results-oriented approach and the resilience to thrive in a competitive environment.

This opportunity offers a competitive package, including a comprehensive benefits package, ongoing professional development, and the chance to contribute to a forward-thinking organisation committed to excellence. If you are ready to lead a talented sales team and make a significant impact within the investment management industry, we invite you to apply today. Take the next step in your career with RMK Talent Solutions and join a company that values leadership and innovation.

Responsibilities

• Develop and execute comprehensive growth strategies to achieve £7M ARR, including channel mix, budget allocation, and quarterly planning
• Own the marketing P&L, including forecasting and performance analysis
• Lead demand generation efforts by overseeing paid campaigns, outbound outreach, and SEO/AEO activities, managing agency performance
• Conduct weekly performance reviews and optimise budget reallocation based on campaign results
• Manage the CRM system as the single source of truth for pipeline, lead scoring, and attribution
• Align marketing and sales teams around a unified funnel, lifecycle, and retention strategy
• Build sequences that convert trials into paying customers and drive expansion, tracking early churn signals
• Manage agency relationships and lead the hiring and development of an internal marketing team as the company scales

Requirements

• Proven track record of scaling B2B SaaS marketing efforts through various growth stages
• Hands-on experience with demand generation, lifecycle marketing, and revenue operations
• Comfortable owning a number and P&L, demonstrating analytical and financial acumen
• Experience managing agency partnerships and building scalable marketing systems
• Keen understanding of digital and online marketing channels, with data-driven decision-making skills
• Knowledge of the financial advice and wealth management landscape would be advantageous

Our client offers an exciting environment that values innovation, collaborative growth, and professional development. The successful candidate will have the opportunity to shape the strategic direction of a high-growth company, supported by a dedicated team and clear operational objectives. This role provides a competitive salary, flexible working arrangements, and a chance to be at the forefront of Fintech innovation. If you are a motivated growth-focused marketing leader ready to take on an impactful challenge, we invite you to apply and join this ambitious team in their journey to scale new heights.

Responsibilities

• Ownership of product launches and fundraising activities, from strategic planning through execution, in close collaboration with internal teams and external partners.
• Oversee the creation and delivery of investor materials, including marketing content, due diligence responses, and client communications, ensuring accuracy, consistency, and compliance. Sign-off authority will be required.
• Prepare and deliver high-quality client reporting and communications, such as portfolio updates, market insights, and performance reviews for existing investors.
• Build and nurture strong relationships with investment teams, risk, compliance, operations, legal, and distribution to facilitate seamless project execution.
• Develop a comprehensive understanding of product and investor objectives, along with internal approval processes to ensure efficient workflow management.
• Manage multiple concurrent priorities, effectively balancing project delivery with ongoing support for distribution and investment teams.

Requirements

• 7+ years’ experience in financial services, asset management, investment banking, private banking, or tax-advantaged investments.
• Technical background with proven experience supporting product development and launches.
• Knowledge of private markets preferred, though public market experience will be considered.
• Experience working with high net worth individuals, ultra-high net worth clients, financial advisers, or wealth managers would be advantageous.
• Understanding of tax-advantaged investment products is beneficial.
• Strong organisational skills and the ability to effectively manage multiple projects in a fast-paced environment.
• Excellent communication and stakeholder management abilities.

This interim role offers a stimulating environment within a well-respected organisation, providing the opportunity to work on a diverse product portfolio with talented colleagues. The successful candidate will benefit from an engaging work environment that values expertise, innovation, and collaboration. If you possess the requisite experience and are ready to contribute to exciting projects during this maternity cover, we encourage you to apply now and become part of a forward-thinking team dedicated to delivering exceptional private wealth solutions.