Job description
IDEX is seeking a senior Client Development professional to join our M&A division, focused on the UK Wealth Management and IFA landscape.
This role is designed for an established Business Development Manager or high-performing Relationship Manager who has built meaningful, trusted relationships with business owners across Financial Services and is ready to leverage that network in a more strategic, transaction-led environment. The main objective of the role will be to originate and cultivate relationships with Financial Services business owners considering growth, succession, or exit.
The role;
- Cultivate relationships with prospective sellers and position IDEX as the trusted M&A partner
- Collaborate with Regional Managers to identify and prioritise acquisition opportunities
- Partner with Marketing to develop targeted growth plans and nurture strategic prospects
- Deliver against quarterly M&A revenue targets with full accountability for year-end performance
- Create and execute structured plans to exceed agreed growth objectives
- Provide strategic account oversight for identified sellers, acting as executive sponsor where required
- Manage relationships with IDEX buyers, ensuring regular steering meetings and ongoing engagement
- Lead transactions through the pipeline to completion, maximising value for sellers and IDEX
- Drive and execute the Client Solutions strategy alongside key stakeholders
What we need from you;
- Previous experience within Financial Services ideally within a Business Development role
- Strong understanding of UK Financial Services operations
- Experience in acquisitions, growth advisory or strategic business development
- Proven track record of revenue delivery and target achievement
- Experienced within lead generation and relationship cultivation
Why Join IDEX Consulting?
- IDEX are redefining the talent and M&A landscape, helping clients unlock growth potential via both organic (talent) and inorganic (M&A) growth streams.
- Access to the strongest client and candidate networks in the financial services market.
- An inclusive, values-driven culture with a commitment to development and innovation.
- Our long-term growth plans mean there is lots of room for personal and career development within and beyond this role for the successful applicant.
- A competitive base salary with an uncapped commission structure - Incentives including international trips.
- 30 days holiday (plus bank holidays).
- Pension and private healthcare.
Please get in touch for a confidential chat - michelle.paish@idexconsulting.com / 07983 055279.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
