Business Development Manager – Wealth Management
📍Midlands (hybrid working – regional travel required)
💼Full-time | permanent
💰£80,000 base + bonus + full benefits
We’re looking for a proven financial services business development professional to join our Wealth Management team in the Midlands. This is a senior role for someone with a strong track record in generating new high-quality client opportunities and building lasting relationships with introducers, high-net-worth individuals, and professional partners.
Applications from outside the UK financial services industry will not be considered.
About the role
As a Business Development Manager, you’ll be the driving force behind new client acquisitions in your region. You’ll work alongside our financial planners to identify, secure, and onboard new clients while strengthening our professional introducer network. You’ll represent the Mattioli Woods brand at events, seminars, and networking functions, ensuring every interaction reflects our commitment to tailored, relationship-led wealth management.
What you’ll be doing
generating new business through targeted networking, referrals, and relationship building within the professional services community (accountants, solicitors, tax advisers)
partnering with financial planners to ensure a seamless client handover and onboarding experience
hosting and attending events, roundtables, and seminars to raise our profile in the wealth management market
using market insight to refine our proposition and identify growth opportunities
maintaining accurate records and performance metrics within our CRM system
What we’re looking for (essential)
minimum 3–5 years’ business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning)
strong understanding of investments, pensions, and holistic financial planning solutions
established credibility with high-net-worth clients and professional introducers
proven ability to convert opportunities into long-term client relationships
excellent communication, networking, and presentation skills
target-driven, commercially minded, and collaborative
It’s a bonus if you have
an existing network of introducers or high-net-worth contacts in the Midlands
experience working in or alongside an IFA or wealth management firm
knowledge of trust, tax, or estate planning services
relevant professional qualifications (CISI, CII, or equivalent)
What success looks like
growth of your introducer network
high-quality client acquisition and onboarding
assets gathered and revenue generated
consistent pipeline development and conversion rates
What’s in it for you
base salary: £80,000 (depending on experience)
bonus potential: performance-linked
benefits: pension, private medical, life assurance
development: access to professional qualifications and progression opportunities
hybrid working with flexibility to travel regionally
About Mattioli Woods
With over 30 years of experience in wealth management, we help private clients, business owners, and families achieve financial peace of mind. Our approach is tailored, relationship-led, and built on trust. We combine deep technical expertise with a culture that is professional yet down to earth, high-performing yet supportive.
📩 Ready to shape the future of wealth management with us?
Apply today or contact us for a confidential conversation.
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What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
