Head of Scotland and Northern Ireland Advisory Sales

Edinburgh, Scotland, United Kingdom

12/4/2024

Who We're Looking For

We work closely with our clients to help them solve ongoing investment and business challenges. Our consultative approach positions us as progressive leaders in our field.

We engage with and support Independent Financial Advisors / Wealth Managers / Life Companies and Rating Agencies.

We are looking for a Business Development professional with the experience and desire to help maintain and grow our client relationships in Scotland and Northern Ireland. You will be primarily working with Independent Financial Advisors, across a large region and as a result will need to be highly motivated, enthusiastic with good energy.

Clients value our integrity and professionalism and we will expect you to demonstrate the highest standards of client service.

We want somebody who has a desire to work independently but yet have understanding and awareness of the wider team and its objectives. You will work closely within the Regional & Advisory team who collectively help drive our business forward.

Your strong inter-personal skills will allow you to build multi-layer relationships within the client base which will help identify new business opportunities.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Client centricity is at the core of everything that we do.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. We offer flexible working appropriate for a client solutions focussed role. We also have a local presence via our Wealth Management office in the prestigious Charlotte Square in Edinburgh.

The team

We are a proud, award winning distribution team that is well recognised by our clients for our outstanding service across the marketplace.

We are a well balanced team who work collaboratively in pursuit of our best practice principles and constantly strive to achieve the best outcomes in relation to client service and experiences.

We are well aligned to our Fund Managers and Strategists and work in partnership to deliver strong, clear and consistent messaging to the client base.

We have a broad, innovative and enviable product suite that allows us to present investment opportunities and solutions at every stage of the cycle.

We are dynamic in our approach and clients enjoy spending time with us.

What You'll Do

• Promote Schroders Products and Solutions to Financial Intermediaries across Scotland and Northern Ireland.
• Position outsourced solutions with key stakeholders of Financial businesses;
• Communicate effectively our core investment messages;
• Work closely with our clients to understand and capture the outcome they want;
• Help us grow our business by identifying new opportunities;
• Improve our client experiences and how we communicate to them;
• Consult with our clients demonstrating strong knowledge across all financial markets and
• Deliver presentations at client events providing detailed and high quality data on funds / markets and industry trends.
  
  

The Knowledge, Experience And Qualifications You Need

• Experience in dealing with Scottish / N Ireland based Financial Intermediaries;
• Have a strong interest in Financial Markets and Fund Solutions;
• Demonstrate enhanced business development and relationship skills;
• Efficient organisational skills. This is a large territory that requires travel and a full driving license.
• Strong passion to be part of a winning distribution team.
  
  

The Knowledge, Experience And Qualifications That Will Help

• Industry Qualifications (FPC / IMC) and
• Familiarity in consulting on Outsource Solutions.
  
  

What You'll Be Like

• Self-motivated and enthusiastic;
• Great at working with other people, sharing and communicating good working practice;
• High energy and work rate;
• Highly professional with a strong desire to do the best for our clients and
• Tenacious and resilient.
  
  

We Recognise Potential, Whoever You Are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.