Business Development Manager

The Openwork Partnership; Swindon; Hybrid; GBP 70,000 - 75,000; Full time

Job summary

A leading financial services firm in Swindon is seeking a Business Development Manager to drive growth through new partnerships and client management. The ideal candidate will have a Level 4 Diploma in Financial Planning and proven success in sales. This role involves extensive travel and offers a competitive salary along with a robust benefits package including bonuses and pension contributions.

Benefits

Bonus scheme

Pension contributions

Critical illness cover

27 days holiday plus bank holidays

Private medical insurance

Qualifications

• Proven track record of meeting sales targets.
• Solid understanding of Mortgage, Protection, and Wealth advice.
• Ability to achieve standards and deadlines without supervision.

Responsibilities

• Identify and pursue new business opportunities.
• Act as the primary liaison ensuring ongoing engagement.
• Negotiate commercial terms and renewals.

Skills

Stakeholder management

Negotiation skills

Communication skills

Analytical ability

Education

Level 4 Diploma in Financial Planning

Job description

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As part of our continued growth ambitions, we are looking for an established and enthusiastic Business Development Manager to establish and cultivate meaningful partnerships and fuel business growth.

You'll be at the heart of our growth ambitions - uncovering new opportunities and deepening the connection with our existing Partners and Firms. You'll play a key role within Partnership Services - combining sales strategy, client relationship management, and market insight to drive our long-term success.

The opportunity

As part of our continued growth ambitions, we are looking for an established and enthusiastic Business Development Manager to establish and cultivate meaningful partnerships and fuel business growth.

You'll be at the heart of our growth ambitions - uncovering new opportunities and deepening the connection with our existing Partners and Firms. You'll play a key role within Partnership Services - combining sales strategy, client relationship management, and market insight to drive our long-term success.

Join our mission to make financial advice accessible to everyone.

This is a Swindon-based role, however nationwide travel will be required.

What we offer:

• Salary - £70,000 - £75,000
• Bonus scheme - on target bonus - 15%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits including private medical insurance, dental insurance, and more.

What you'll be doing:

• Identifying and pursuing new business opportunities within our target market
• Acting as the primary liaison ensuring ongoing engagement and support
• Delivering proactive relationship management ensuring high levels of satisfaction
• Conducting regular service reviews and feedback sessions
• Working closely with internal teams to deliver a seamless service
• Preparing and delivering presentations and proposals to potential customers on our proposition
• Identifying opportunities to expand our service usage
• Negotiating commercial terms, renewals, and expansion of our service offering

What will you need to succeed?

• Level 4 Diploma in Financial Planning
• An established understanding of Mortgage, Protection, and Wealth advice
• Proven track record of meeting sales targets
• Good understanding of T&C framework
• Exceptional stakeholder management, negotiation, and communication skills, able to build trust and long-term relationships
• Good analytical, problem-solving, and decision-making ability, able to use sound judgement
• Ability to consistently achieve standards and deadlines without supervision
• Commercial acumen with the ability to balance strategic and operational priorities

Why us?

We're a dynamic, fast-paced, and growing business with huge ambition. This is made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values and respects individuality, and we are committed to building an inclusive culture and environment that truly recognises and celebrates our colleagues’ individual differences and identities. Just like our financial advice, for us, it’s personal. We believe everyone can make a difference, and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where, and how you do it.