EJC are partnered with a specialist asset manager, focusing on tax-efficient investments who are expanding their sales team in the North of England. This role will focus on the Manchester, Leeds & Sheffield areas, targeting financial advisors & advisory firms. Great opportunity to join a company that is growing steadily, in a thriving sector.

Key Responsibilities

1. Develop and execute a regional business development strategy to grow assets under management across the Manchester, Leeds, and Sheffield IFA markets
2. Build and maintain strong relationships with independent financial advisors, wealth managers, and paraplanners, positioning the firm's tax-efficient investment products (VCT/EIS/BR) as a core part of their client proposition
3. Conduct regular face-to-face and virtual meetings with IFA firms, and network/panel gatekeepers to drive product adoption and deepen existing relationships
4. Identify and onboard new IFA firms and introducers within the territory, building a robust pipeline of prospective distribution partners
5. Deliver technical and engaging presentations on tax-efficient investment solutions, tailored to adviser and client suitability considerations
6. Represent the firm at industry events, conferences, and adviser roadshows across the North of England

Skills & Experience

1. Proven track record in external business development within the tax-efficient investment space (VCT, EIS, BR/IHT solutions) or wider wealth management/asset management sales
2. Strong existing network of IFA and wealth management relationships across Manchester, Leeds, Sheffield, or the wider North of England
3. Confident, polished presenter able to communicate complex technical concepts clearly to advisers of varying experience levels
4. Strong commercial acumen with a demonstrable history of hitting or exceeding sales/AUM targets
5. Self-starter comfortable managing an independent territory with minimal day-to-day supervision
6. Excellent relationship management and negotiation skills, with a consultative approach to selling
7. CRM proficiency (e.g., Salesforce, HubSpot) for pipeline and activity management
8. Sound understanding of the regulatory landscape, including FCA requirements and Consumer Duty implications for product distribution