Business Account Manager

LV=; Bournemouth; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

26 days holiday

Buy/sell up to 5 days holiday

Group bonus scheme

Flexible benefits including cycle to-­

Private medical insurance

Dental insurance

Pension with 14% match

Group Life Assurance 4x basic pay

EAP service

Virtual GP service

Shared parental leave

Up to 20% product discount

Job summary

LV= Life and Pensions is seeking a Business Account Manager to oversee a panel of financial advice intermediary accounts within Equity Release. You will collaborate with a Business Development Manager to grow new business and retain profitable relationships, presenting LV= Equity Release to advisers.

Use your market knowledge and technical skills to support advisers, expand your panel and ensure compliant, outcome-driven service for LV= customers and partners.

Qualifications

• Knowledge of LV= products and an understanding of our Equity Release proposition.
• Strong communication skills, with the ability to present clearly over the phone and on Teams.
• Ability to apply technical knowledge to adviser and client scenarios and explain information clearly.
• Good understanding of the wider market, competitor offerings and how LV= is positioned.
• Experience in financial services, or another regulated environment.
• Strong numeracy and literacy skills, with excellent attention to detail.
• The ability to use PowerPoint, Microsoft Office and CRM systems.
• A QCF Level 4 qualification or certificate in Equity Release, or a willingness to gain this within two years of starting the role.
• Understanding of financial drivers and key business metrics.

Responsibilities

• Achieve agreed business targets, including business volumes and the right mix of business from firms within your panel.
• Work closely with a Business Development Manager to help your panel perform successfully.
• Deliver against key business objectives and KPIs, including call volumes, quotations and business retention.
• Build and maintain strong relationships with advisers and firms through regular calls and Teams meetings, presenting the LV= proposition clearly and confidently.
• Grow the number of advisers supporting LV= across your firms, panel and territory.
• Keep your knowledge up to date across the LV= Equity Release proposition, competitor offerings and our position in the market.
• Maintain and develop your technical skills to work effectively and efficiently.
• Follow LV= standards, policies and procedures, including requirements relating to compliance and conduct risk.
• Keep accurate records and reports in line with GDPR requirements.
• Work collaboratively with colleagues to support shared company goals and business objectives.

Skills

Strong communication

PowerPoint

CRM systems

Financial services experience

Numeracy

Literacy

Technical knowledge

Market understanding

Education

QCF Level 4 / Equity Release cert

Tools

CRM software

Job description

About The Role

We have an excellent opportunity for a Business Account Manager to join our existing team here at LV=.

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families, and finances.

Joining us means becoming part of a team that puts our members, customers, and advisers at the heart of everything we do.

We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported, and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.

We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

In this role, you’ll support a panel of financial advice intermediary accounts across your sales territory, helping to grow new business and retain profitable relationships for LV= Equity Release.

Working closely with a Business Development Manager, you’ll strengthen adviser relationships, support business growth and help keep LV= front of mind.

You’ll use your market knowledge and technical expertise to competently present the LV= Equity Release proposition, showing advisers how we can support them and deliver the right outcomes for their customers.

This is a permanent role, based at our Hitchin office. We're able to consider hybrid working, in line with business need, so we can consider applications from candidates further afield. Please note that office presence will be required, ideally full-time, for your first six months within the role.

Key Accountabilities

• Achieve agreed business targets, including business volumes and the right mix of business from firms within your panel.
• Work closely with a Business Development Manager to help your panel perform successfully.
• Deliver against key business objectives and KPIs, including call volumes, quotations, applications and business retention.
• Build and maintain strong relationships with advisers and firms through regular calls and Teams meetings, presenting the LV= proposition clearly and confidently.
• Grow the number of advisers supporting LV= across your firms, panel and territory.
• Keep your knowledge up to date across the LV= Equity Release proposition, competitor offerings and our position in the market.
• Maintain and develop your technical skills to work effectively and efficiently.
• Follow LV= standards, policies and procedures, including requirements relating to compliance and conduct risk.
• Keep accurate records and reports in line with GDPR requirements.
• Work collaboratively with colleagues to support shared company goals and business objectives.

About You

Our ideal candidate will have:

• Knowledge of LV= products and an understanding of our wider Equity Release proposition, including the support and services we offer.
• Strong communication skills, with the ability to present clearly over the phone and on Teams.
• The ability to apply technical knowledge to adviser and client scenarios and explain information in a clear, practical way.
• A good understanding of the wider market, competitor offerings and how LV= is positioned.
• Experience of working in financial services, or another regulated environment.
• Strong numeracy and literacy skills, with excellent attention to detail.
• The ability to use tools such as PowerPoint, Microsoft Office and CRM systems.
• A QCF Level 4 qualification or certificate in Equity Release, or a willingness to gain this within two years of starting the role.
• An understanding of financial drivers and key business metrics.

Rewards & Benefits

This role is a Band B in the LV= salary structure.

At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:

• 26 days' holiday – increasing after two years of service to 28 days
• The opportunity to buy or sell up to five days of holiday
• An group bonus scheme based on company and personal performance
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
• Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover)Group Income Protection, once you reach 5 years of service
• Employee Assistance Programme (EAP) service for support when you need it
• Virtual GP service
• Shared parental leave
• Up to 20% discount on our life products for you and your immediate family.

Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.

About Us

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.

Go on, bring your true self to LV=.