Business Development Manager

We are recruiting an ambitious and high calibre Business Development Manager to be attached to our London office, whilst benefitting from a hybrid working environment. You will be able to demonstrate a track record of hitting and exceeding sales targets using the phone.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!

Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

The role will report to the Business Development Pod Leader. The key areas of responsibility are as follows:

• Making high quality sales calls to High-Net-Worth Individuals (HNWI).
• Nurturing leads overtime to build their confidence in the Saltus offering up to the point of engagement.
• Developing and managing a structured sales pipeline, ensuring effective tracking of leads, prospects, and sales activities to meet revenue and growth targets.
• Supporting on, and leading campaigns to re-engage potential leads in our ‘Warm’ prospect base.
• Running regular pipeline appraisal sessions with financial advisers, providing guidance on leads passed to them, evaluating performance, and ensuring alignment with business development goals for optimal client conversion.
• Improving your financial planning knowledge over time as well as develop an in-depth understanding of the Saltus offering and our USPs.
• Conducting thorough market research and competitor analysis to inform business development strategies and maintain a competitive edge in the wealth management space.
• Organising and delivering educational webinars and seminars on wealth management topics. This should aim to effectively engage prospective and current clients whilst demonstrating thought leadership and promoting the firm’s services.

The Person

The successful candidate will be proactive, persuasive, and able to clearly articulate the value of wealth management services, ensuring they consistently meet or exceed sales targets. Adaptable and resilient, they will thrive in a fast-paced environment.

They will:

• Ideally have 3-5 years of experience in wealth management sales
• Have a strong track record in driving revenue growth by consistently introducing high-potential leads through effective consultative telephone selling techniques.
• Be skilled at building and establishing short-term relationships with high-net-worth individuals over the phone.
• Have comprehensive understanding of investment products, financial planning, tax strategies, and estate planning to identify client need to engage with Saltus’s services.
• Have proven ability to identify additional business opportunities and partnerships, expanding the firm’s lead flow through networking, referrals, and strategic marketing initiatives.
• Be proficient in using CRM systems (e.g., Microsoft Dynamics) to track, monitor, and analyse sales activities and pipeline metrics, ensuring real-time reporting and forecasting accuracy.
• Be skilled in creating and delivering detailed sales reports, KPIs, and performance metrics to leadership, offering insights for ongoing improvement and strategy refinement.
• Ideally have a strong understanding of regulatory frameworks in wealth management, ensuring all sales and business development activities adhere to compliance standards.
• Have a degree level education with a minimum 2:1 grade.
• Be organised and able to prioritise and manage workload.
• Be a team player.
• Value attention to detail.
• Take a critical approach and always look to learn and improve.
• Contribute to a fun environment in the workplace and the wider Saltus culture.

Where will I be working?

We are looking for someone for our London office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

£50,000 – £65,000 base salary + uncapped formulaic bonus based on revenue generated, generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Industry leading sales programme provided. Relevant exam support after the successful completion of a probationary period. Pathway to Partnership available. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 250+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!