Lathe & Co Wealth Advisers
Head of Business Development
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Lathe & Co Wealth Advisers
Lathe & Co Wealth Advisers is an independent financial planning and wealth management firm established in 2017. We have grown from £120m to over £1bn AUM entirely through organic growth, and we are now building the infrastructure to scale considerably further. We are City-based and driven by three core values - humility, integrity, and professional excellence. These principles shape the advice we give, the culture we build, and the people we hire.
The role
This is a new position and a genuinely significant hire for the business. As we move into the next phase of growth, we are looking for an exceptional Head of Business Development to build and own our origination function - developing the professional partnerships, acquisition pipeline, adviser relationships, and corporate channels that will drive the firm's growth over the next five years.
This is not a traditional sales role. It is a relationship and origination position for someone who understands the difference between building something that lasts and generating short-term leads. The right candidate will be credible in front of private client solicitors, accountancy partners, PE professionals, corporate HR and reward teams, and IFA principals - and will know instinctively how to open a conversation that may take twelve months to bear fruit.
Key responsibilities
- Build and manage structured partnerships with private client law firms and probate solicitors, leading with education and genuine utility - particularly around the April 2027 pension IHT changes
- Develop relationships with mid-market accountancy practices, creating reciprocal referral channels built on trust rather than transaction
- Source and cultivate acquisition leads - identifying IFA practices worth buying, opening and nurturing the relationship to the point of board introduction
- Recruit advisers who carry an existing client book, building relationships over time and presenting the firm compellingly to the right people
- Establish and manage a network of professional introducer agreements that generates consistent, qualified pipeline
- Build a corporate partnerships channel - working with employers, HR directors, and reward teams to offer structured financial planning and coaching programmes to senior executives and leadership populations as a valued employee benefit
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.
What we are looking for
We are open on background. What matters is the quality of the person, the strength of their network, and their track record of opening doors and building relationships that have outlasted the deal or instruction that started them. We would be equally interested in a strong origination director from a boutique M&A or corporate advisory house, a senior relationship director from private banking, or a BD lead from a top-30 accountancy or professional services firm.
- A demonstrable track record of generating qualified referral or deal flow from professional partnership relationships
- Comfortable presenting and operating at partner, principal, and C-suite level without support - across law firms, accountancy practices, PE houses, corporate reward teams, and advisory businesses
- Sufficient financial services literacy to hold a credible first conversation on pensions, IHT, and wealth planning - without needing to be the technical expert in the room
- A City of London or immediately adjacent professional network
- Self-directed, commercially sharp, and genuinely motivated by the upside that comes with building something rather than maintaining it
- No interest in a polished corporate machine - a strong preference for the pace, accountability, and reward structure of a founder-led boutique
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Lathe & Co
We are a firm that has grown consistently for eight years without losing the culture that made us what we are. This role sits at the heart of our next chapter - and the person who does it well will have built something genuinely important. You will work directly with the founding team, with real input into how the business development function grows, and with the backing of a firm that takes both its people and its ambition seriously.
Benefits
- Performance bonus - structured to reward across all channels with appropriate time horizons
- Employer matching on Pension contributions
- Private medical insurance
- Life insurance
- Income Protection insurance
- Open holiday policy
- Hybrid working - City of London base, minimum three days in office
- Full support for relevant professional development
“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