Sales Development Representative

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £950 million in assets under management.

We are seeking a proactive and commercially driven Sales Development Representative (SDR) to support the growth of our asset management business. This role is pivotal in generating high-quality opportunities for the sales team by engaging with financial advisers and intermediaries, with a particular focus on Managed Portfolio Services (MPS) and Tailored Portfolio Solutions (TPS).

The successful candidate will have a strong understanding of the UK advice market and demonstrate confidence discussing investment propositions, platform solutions, and portfolio construction.

Key Responsibilities

• Proactively research, identify, and qualify prospective clients within the UK intermediary and financial adviser market
• Initiate outbound activity (calls, emails, LinkedIn) to generate meetings and sales opportunities for Business Development Managers
• Act as a first point of contact for inbound adviser enquiries related to MPS and TPS offerings
• Confidently articulate the firm’s investment propositions, including:
• - Managed Portfolio Services (risk-rated, outcome-focused, ESG, etc.)
• - Tailored Portfolio /Platform based investment solutions
• Develop and maintain an up-to-date pipeline of qualified prospects using CRM systems
• Support sales campaigns, product launches, and adviser roadshows
• Capture and feedback market intelligence, competitor insights, and adviser sentiment to senior stakeholders

Skills & Experience

Essential

• Experience in a sales development, business development, or client-facing role within asset or wealth management
• Clear understanding of the UK advisory market and distribution landscape
• Strong communication and questioning skills, with the ability to engage advisers at different seniority levels
• Confidence using CRM systems to manage pipeline activity
• Results-oriented mindset with the resilience to thrive in an outbound sales environment
• A “hunter” mentality with a wealth of resilience

Preferable / Desirable

• Hands-on experience with Managed Portfolio Services (MPS), including positioning, suitability, and adviser adoption
• Exposure to Tailored Portfolio Solutions (TPS) or Managed Portfolio Solutions
• Understanding of investment fundamentals (asset allocation, risk profiling, performance metrics)
• Progress toward, or interest in, professional qualifications (e.g. CFA Investment Management Certificate, CISI)

Essential Qualifications & Requirements

• Good level of secondary education
• Excellent communication, reading and writing skills
• To either hold or be prepared to achieve during your first 6 months the CF1 or R01 qualification (on a sponsorship basis)

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.