Client services manager Work, Jobs in Uttoxeter, Sts (with Salaries)

Business Development Manager
EBI Portfolios —Aldridge
- CRM software
- Business development
- Analysis skills
- Annual leave
Actemium Automation Nottingham - Business Development Manager
VINCI Energies —Ilkeston
- Up to £70,000 a year
- Hybrid work
- CRM software
- Microsoft Office
- Business development
Producer- Flood
RPS —Ashley
- £113,000 - £220,500 a year
- Full-time
- CRM software
- Business development
- Bachelor's degree
- Flexible schedule
Producer- Garage
RPS —Ashley
- Full-time
- CRM software
- Bachelor's degree
- Internship
- Flexible schedule
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Coalville
- £3,800 a month
- Full-time
Quick apply

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Actemium Automation Nottingham - Business Development Manager
VINCI Energies —Ilkeston
Full UK driving licence and willingness to travel to client sites across the region. Manage the sales pipeline and forecast revenue to achieve regional growth…
Up to £70,000 a year

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client services manager jobs near uttoxeter, sts

Business Development Manager

EBI Portfolios
Aldridge

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Job details

Benefits

Cycle to work scheme
Annual leave
Company pension

Qualifications

CRM software
Investment
Outbound sales
Lead generation for financial services industry
Customer relationship building
Customer retention
Stakeholder collaboration
Client engagement
Stakeholder liaison
Client relationship development
Cross-selling
Business development
Analysis skills
Sales forecasting
Stakeholder coordination
Partnership building
Sales pipeline
Forecasting
Prospecting
Financial services
Strategic selling
Networking
Leadership
Business lead generation
Growth strategy
Certificate in Insurance
Time management
Analytics
Stakeholder management

Full job description

About us

ebi Portfolios is a leading Discretionary Fund Manager (DFM), delivering evidence-based, passive and factor-driven investment portfolios to Independent Financial Advisers (IFAs) across the UK. Since 2010, we have grown to manage cover £5bn in assets, supported by proprietary technology and a strong focus on ESG integration.

We are entering an exciting phase of growth and are looking for a high-performing Business Development Manager to help accelerate distribution and deepen adviser relationships.

This is an opportunity to join a fast-growing, innovative DFM with a differentiated investment proposition and strong market momentum. You’ll play a key role in shaping the next phase of growth while building a high-value client portfolio in a supportive, entrepreneurial environment.|

The Role

As a Business Development Manager, you will be responsible for driving new business growth and strengthening existing adviser relationships across the UK IFA market.

You will own the full sales lifecycle—from prospecting and pipeline development through to closing new mandates and increasing assets under management (AUM)—while collaborating closely with the Head of Business Development and internal teams.

This role is suited to a commercially driven individual with strong experience in the IFA/wealth management space and a passion for building long-term partnerships.

Business Development & Sales

Identify, engage and convert new IFA clients to drive net new AUM growth
Generate and manage a high-quality pipeline through proactive outreach (cold, warm and referral channels)
Lead client meetings, presentations and pitches to secure new mandates
Develop and execute regional/business development strategies aligned with company growth objectives

Relationship Management & Retention

Build and maintain strong relationships with IFAs, platforms and networks
Take ownership of client retention and ongoing AUM growth within your portfolio
Deliver a high-quality, consultative service, acting as a trusted partner to advisers
Maintain regular engagement to deepen relationships and identify cross-sell opportunities

Strategic Contribution

Identify new market opportunities, trends and distribution channels
Contribute to the development of sales strategy alongside the Head of Business Development
Provide market intelligence and feedback to inform product and proposition development

Pipeline & CRM Management

Utilise CRM systems to manage pipeline, track activity and improve conversion rates
Maintain accurate forecasting and reporting of sales performance
Drive efficient sales processes from initial contact through to onboarding

Brand & Market Presence

Represent EBI at industry events, conferences and seminars
Enhance brand awareness through networking, digital engagement and thought leadership

About you:

Experience

Proven track record in business development within:

o Asset Management / DFM / MPS / Platform / Wealth Management

Demonstrable success in building and converting relationships within the UK IFA market
Experience managing client portfolios and driving AUM growth

Skills & Competencies

Strong commercial acumen with a consultative sales approach
Excellent relationship-building and stakeholder management skills
Strategic thinker with the ability to identify and act on growth opportunities
Highly organised with strong pipeline and time management skills
Confident communicator with strong presentation abilities

Technical Knowledge

Good understanding of investment products and asset classes
Knowledge of passive, factor-based or ESG investing is advantageous
Familiarity with CRM systems and sales analytics

Qualifications

Level 4 Diploma (CII/PFS) preferred
Strong academic background with analytical capability

Desired Skills & Experience:

Driven, self-motivated and results-oriented
Entrepreneurial mindset with a proactive approach
High integrity and commitment to delivering quality outcomes
Collaborative team player with strong interpersonal skills

What you’ll get in return:

Competitive salary + performance-related bonus
25 days annual leave, rising to 28 with service
Private medical
10% non-contributory Pension (salary sacrifice)
Cycle to Work & EV schemes
Clear progression opportunities within a growing business

If you are interested in the above position and feel your experience matches the criteria, please contact [email protected] to apply now for immediate consideration, or to request further information.

*Interviews will be taking place immediately*

Apply Now

Refine Your Search

client services manager jobs in uttoxeter, sts

Business Development Manager

Actemium Automation Nottingham - Business Development Manager

Producer- Flood

Producer- Garage

JUNIOR SALES CONSULTANT

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About us

The Role

Business Development & Sales

Relationship Management & Retention

Strategic Contribution

Pipeline & CRM Management

Brand & Market Presence

About you:

Experience

Skills & Competencies

Technical Knowledge

Qualifications

Desired Skills & Experience:

What you’ll get in return:

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