Pathfinder
Business Development Consultant (remote)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Remote Position: Business Development Consultant
-
About the Role A fintech and MPS (Multi Platform Service) firm is seeking a Business Development Consultant to take ownership of financial adviser (IFA) relationships. This role offers the opportunity to develop your commercial skills, advance your career within a growing organisation, and transition from supportive roles (such as adviser administration or account servicing) into a more commercial function.
-
Responsibilities
- Work with a mix of inbound leads and proactively sourced opportunities, expanding your network and establishing long-term relationships with financial advisers (IFAs).
- Focus on relationship-building instead of hard-selling, with success driven by trust, awareness, and service-led consultative selling.
- Manage leads, develop existing contacts, and attend industry events and conferences to forge new connections.
- Follow warm inbound referrals, nurture leads, and convert IFA interest into sustainable, long-term business.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Training and mentorship will be provided.
-
Requirements & Skills The successful candidate will have:
- Proven experience in financial adviser (IFA) or adviser-facing environments.
- Background in sales, account management, or client-facing roles.
- Confidence in engaging professionally with clients, including financial advisors and wealth/investment management professionals.
- Strong relationship development skills, with a proactive and positive attitude.
-
Offer & Benefits
Benefit Details Starting Salary £45,000 (adjusted based on experience; entry-level candidates considered) Performance Structure Includes bonuses tied to achievement Working Arrangements 100% remote work options Private Schemes Medical insurance, pension scheme (private, contributory) Development Support Paid study/learning support - Generous holiday allowance
- Employee share participation scheme
- Career progression with regular salary reviews
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Ideal Candidate Background
Previous experience in:
- Business development
- Relationship/account management
- Adviser support
- Work with IFAs, financial advisors, wealth management firms, or investment professionals
Applicants should align with this profile and be eager to move from purely customer-facing roles to a more strategic, commercial interest.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location