Salary - £65k - £80k + Bonus (£100k+ OTE)

The Role

• Lead on agreed SP accounts and paid engagement providers

• Aim to increase Business Relief inflows by £5m+ per account from the previous year

• Inflows from SP accounts to generate c40%+ of team formulaic target

• Identify and onboard new SP clients with £10m+ opportunity

• Screen new inbound SP clients and paid engagement enquiries

• Organise and execute SP events (internal and external)

• High level of activity i.e. presenting at webinars, F2F presentations, events and roadshows

• Advanced level technical knowledge, understanding and expertise of tax-advantaged investment

• Run relevant training sessions for SP and wider retail sales team

• Present at internal sales team meetings (create and present own content)

• Create and produce written documentation

• Demonstrate role model behaviours

• Work closely with the wider sales team to align on and execute Strategic Partnership initiatives

• Explore market trends to uncover new opportunities/topics and generate content ideas

• Representative at industry and networking events

Skills / Experience

The ideal candidate would have over 3 years+ tax-advantaged investment sales experience (VCT/EIS/BR) as a Business Development Manager and/or within a Strategic Partnerships division.

Ideally the candidate would also have wider investment sales experience i.e OEIC and Investment Trusts.

IMC qualified and/or RO2 and RO3 would be very beneficial

Advanced level Excel, PPT and Salesforce.