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BDM - Discretionary Fund Management

  • Location


  • Sector:

    Sales and Distribution

  • Job type:


  • Salary:

    £50000 - £70000 per annum, Benefits: Pension, Healthcare + £100K OTE

  • Contact:

    Gareth Davies

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:

    BDM DFM GD211217

  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


BDM - Birmingham 
Discretionary Fund Management 
Basic £65K OTE £100K + Benefits 

An opportunity has arisen for a sales’ focused BDM to acquire new assets through a discretionary fund management proposition. 

This position is three-fold: 

- New business development - developing and nurturing financial planners
- Working closely with Investment Managers to nurturing existing relationships with financial planners 
- Looking at existing relationships which may have become dormant to try to re-establish new growth opportunities 

Candidates must have: 

- Minimum of 5 years field based BDM experience within life and pensions sales
- Strong understanding of working with financial planners
- Good understanding of DFM outsourcing solutions
- Strong new business development skills
- Able to work closely with Investment Managers - good self-awareness

Reasonable business expectations in year one on the understanding that the role will take a period of time before business starts flowing from the financial planners

This would be a perfect opportunity for a good quality, investment focused field based BDM who currently covers a region of accounts within the West Midlands region. 

Due to the number of respondents who will apply for this role it won't be possible for reply to candidates who don't tick the above boxes. 

If you feel that this role could be your next move (based on the above information) then please get in touch.