This is an exciting opportunity for a high achieving, intermediary sales individual! The role is multifaceted, requiring a mix of relationship management, business development, and marketing skills.

To be successful in this role, you will have a solid understanding of tax-efficient products like VCTs, EIS, and BR, and experience in selling them to intermediaries is crucial. Additionally, familiarity with broader investment solutions such as OEICs and investment trusts can offer a more comprehensive approach when engaging with partners.

The focus on account management, identifying and onboarding new partners, coordinating product reviews, hosting events, and generating leads are all part of key responsibilities in the role in which you will need strong interpersonal and organisational skills.

If you're considering applying for this position or know someone who might be a good fit, emphasising these qualifications and experiences in tax-efficient products and broader investment solutions, along with any relevant financial qualifications, would likely make for a strong application.

The opportunity to work within a growing Strategic Partnership team dealing with top-tier wealth managers presents a chance for significant professional growth and impact within the investment management space.