Job Description

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About us

ebi is an award winning technology-based discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers. We have been working with financial advisers from around the country since 2010, having grown to now manage over 4 billion in assets from over 12,000 investors.



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The Role

We are seeking a dynamic and driven Business Development Executive to help support ebi in meeting our ambitious growth plans. Working as part of a small team, you will be responsible for identifying and building relationships with IFAs, Platforms and IFA networks.



The Business Development Executive will report directly to the Head of Business Development. Please note that remote working is possible with this position.



ebi is a Discretionary Fund Manager that runs evidence based, passive investment portfolios on behalf of Independent Financial Advisers. Based in Walsall, we have been working with financial advisers from around the country since 2010, having grown to now manage nearly 4.5 billion in assets.



We've been growing rapidly over the past years, thanks to our unique offering of factor-based portfolios, passive, ESG (Ethical, Social, Governance) screened, combined with our innovative and proprietary technology and applications.



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Duties Include:

Creating highly qualified meetings for BDMs through a consultative approach. Developing a pipeline of future prospects by understanding their business needs and cycle. Building relationships with financial adviser firms. Increasing rapport and market intelligence at every touch point. Signing adviser clients and working with them as customers to look after their clients and business whilst growing company AUM. Raising awareness of brand through conversation, email and social media. Utilising a CRM to pro-actively move prospects through the sales pipeline with maximum sales velocity from cold call to placing of clients. Actively managing client relationships, taking responsibility for day-to-day project management and delivery of targets Lead sales meetings to bring on new clients and support close sales once embedded Research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business Work strategically - carrying out necessary planning in order to develop and improve the business Have a good understanding of the businesses' products or services and be able to advise others about them Formulate strategic and operational objectives together with the Head of Business Development


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About you:

The role would suit a candidate with a proven track record in generating relationships within the IFA space, or looking to take the next step in their career towards this goal. Strong academic background with numerical, analytical and strategic thinking skills Personal drive and integrity to deliver results within tight deadlines Personable team player with the ability to create confidence and trust with both colleagues and clients Commitment to high quality standards and a detail-oriented approach Technical investment knowledge across asset classes is advantageous Motivated to work using own initiative Relevant professional qualification (CII/Pfs Level 4 Qualified is ideal)


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What you'll get in return:

Competitive salary and annual bonus

25 days annual leave, rising to 28 days with long service

Private medical cover

10% pension contributions

Preferential staff account rates within ebi's Portfolios and on the Parmenion Platform

Cycle scheme and electric vehicle leasing

Three Volunteer days annually

Progression opportunities in a growing business

Hybrid working


If you are interested in the above position and feel your experience matches the criteria, please contact jobs@ebi.co.uk to apply now for immediate consideration, or to request further information.

Interviews will be taking place immediately