Investment Business Development Consultant (Fintech)

Location: Hybrid working, with at least 50% of working time per month spent in the office; new starters initially work full-time from the office.

Company

hirify.global is a UK investment platform business providing ISA, pension, dealing account, adviser-led investment and self-directed investment solutions.

What you will do

• Build and develop relationships with adviser firms, understanding their investment propositions, client needs, providers and review cycles.
• Generate, qualify and progress investment opportunities through outreach, referrals and marketing activity.
• Explain Managed Portfolio Services, multi-asset funds and partnership investment solutions using a consultative approach.
• Own adviser relationships and sales opportunities, contributing to investment flow and regional targets.
• Collaborate with investment business development managers and regional platform sales teams on complex opportunities.
• Support adviser research and due diligence while maintaining accurate CRM, pipeline, sales, asset and flow data.

Requirements

• Experience in an adviser-facing investment, business development or sales role within financial services.
• Good understanding of the UK financial adviser, investment and platform market.
• Knowledge of investment solutions such as Managed Portfolio Services and multi-asset funds, including investment approach, risk and charges.
• Strong consultative sales, communication and relationship-building skills across telephone, video and written channels.
• Proactive approach to generating leads, progressing opportunities and securing clear next steps.
• Strong organisation and follow-through, with the ability to manage multiple opportunities and maintain accurate CRM records.

Nice to have

• An investment or financial planning qualification, or willingness to work towards one.

Culture & Benefits

• Hybrid working with an initial full-time office period for new starters.
• 25 days of holiday increasing with service, bank holidays and a buy/sell scheme.
• 6% pension with matched contributions, discretionary bonus and share schemes.
• Health Cash Plan, discounted private healthcare, enhanced family leave and an Employee Assistance Programme.
• Free onsite gym, travel and bike loan schemes, learning and development opportunities, social events and a supportive team environment.