- Location
- London, United Kingdom
- Type
- Full-time
- Department
- IT
- Seniority
- Entry
- Closing date
- Today
- Source
- Workday
Description
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:
we do the right thing
we are connected
we care
we make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Role Overview
This team is responsible for telephone-based distribution support and sales development for UK investment funds and Model Portfolio Services (MPS), with defined coverage across key intermediary channels including independent financial advisers (IFAs), restricted advisers, wealth managers, adviser networks and platforms.
The role focuses on generating qualified opportunities, increasing adoption and retention, supporting adviser due diligence, and delivering net sales in defined regions.
Role Responsibilities
Build and manage a segmented telephone panel across IFAs, restricted advisers, wealth managers, adviser networks and platform distribution relationships.
Promote the firm’s investment funds and MPS range in line with each channel’s advice model, centralised investment or retirement approach, target client base and preferred implementation route.
Undertake project work as required, supporting business development activities, process improvements, and key strategic initiatives to enhance business performance and client outcomes
For IFAs, develop direct relationships with advisers and paraplanners, identify research opportunities and support inclusion on recommended lists, CIP propositions or panel discussions where appropriate.
For restricted advisers and networks, map decision-makers, understand panel and governance structures, and generate qualified opportunities.
For wealth managers and discretionary firms, position funds and MPS within model range reviews, portfolio construction conversations and due diligence processes.
For platforms, support campaigns that improve visibility, research engagement, literature usage and commercial momentum for priority funds or managed solutions.
Support adviser due diligence by explaining proposition features, investment process, portfolio construction, risk positioning, pricing and service model in a clear and balanced way.
Maintain high standards of regulatory and conduct compliance, ensuring communications are fair, clear, not misleading and consistent with Consumer Duty expectations.
Use CRM systems to track contact coverage, opportunity stages, channel penetration, campaign follow-up and sales influence by proposition and segment.
Meet agreed activity, engagement, opportunity and net sales targets while maintaining call quality and positive client outcomes.
Knowledge, Skills & Experience
Experience in telephone sales, business development or internal sales within UK investments, asset management, platforms, pensions or wealth management.
Strong understanding of investment funds, multi-asset solutions and Model Portfolio Services, including how advisers assess suitability and value.
Ability to communicate technical investment concepts clearly to intermediary audiences with varying levels of expertise.
Good knowledge of UK regulatory expectations relevant to distribution, including FCA financial promotions standards and Consumer Duty principles.
Commercially minded, organised and resilient, with strong objection-handling, listening and relationship-building skills.
Comfortable working with CRM systems, sales MI and campaign tracking to manage performance and prioritisation.
We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.
We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
