Jobs

BDD - Leeds

Posted 2 months ago
Salary
£70,000/ANNUAL
Location(s)
Work from home
Type
Permanent

I'm currently working with an established boutique DFM provider who are seeking an experienced field-based BDM in Yorkshire to deliver bespoke Investment Management Services to advice firms across the UK.

Proposition includes Model Portfolios on Platform, AIM - IHT Plans, Bespoke Discretionary Managed Portfolios and Bespoke to Firm Model Portfolios

Region is currently generating strong business flows and is over exceeding against target

Who would be interested in this role: 

  • You are sick and tired of working for a large corporate and is seeking a fresh challenge with a boutique DFM provider
  • You would like to generate new FUM from financial planners and professional connections in Yorkshire (and elsewhere)
  • Working within a growing distribution channel
  • Ability to be a much larger cog on a much smaller wheel
  • Ability to earn some very good bonuses on a formulaic scheme
  • To work closely with the investment management team - working together and not against each other (as can sometimes be the case with larger providers)
  • Generous basic and benefits 

For more information, please get in touch.

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