Business Development Manager - Advised Platform (S&R Sales)

LV=; Bournemouth; Remote; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services company is seeking a self-motivated Business Development Manager to join their team. This home-based role involves developing partnerships with intermediaries in Scotland and Northern Ireland. Candidates should have proven account management experience and a deep understanding of the advised platform market. A comprehensive benefits package and an attractive salary await the successful candidate.

Benefits

30 days' holiday

Competitive pension scheme

Annual bonus scheme

Private medical insurance

Flexible benefits

Qualifications

• Experience in the advised platform market is essential.
• Understanding of the regulatory framework and compliance procedures required.

Responsibilities

• Develop, maintain and report on a panel of IFA’s.
• Initiate and develop business relationships with IFA firms.
• Deliver agreed targets within budget.

Skills

Experience working with advisers specifically in the advised platform market

Full understanding of intermediated distribution market

Proven account management experience

Proven track record in negotiating and delivering sales targets

Education

QCF Level 4 qualification

Job description

About The Role

We have a fantastic opportunity for a self-motivated and driven individual to join us as a Business Development Manager in the LV Advised Platform sales team.

The role will be home based, covering Scotland and Northern Ireland, the candidate will need to live within the territory.

The successful candidate will be proactive in developing and maintaining business partnerships with key intermediary accounts to support the delivery of LV's Advised Platform ambitions. You will be part of a newly established team, focused on increasing the number of LVPS supporting IFA's / Wealth Managers, along with LV's unique smooth managed funds.

Key Responsibilities

• Develop, maintain and report on a panel of IFA’s, positioning LVs Advised Platform.
• Initiate and develop business relationships and agree an appropriate contact strategy with IFA firms / Wealth Managers to increase our distribution footprint.
• Visit IFA’s/ Wealth Management firms according to an agreed contact and engagement strategy, and as directed by the Divisional Sales Management.
• Deliver agreed targets by business mix and volume within budget.
• Contribute to the business plan, deliver business objectives and collaborate with internal stakeholders, and the wider business.
• Provide management information and market intelligence to support the development of the business plan.
• Ensure all activity with customers is consistently compliant and meets the required standards defined by the LV= Corporate Governance function.
• Develop and maintain an expert level of knowledge on the adviser platform market.
• Maintain and develop knowledge of the holistic LV= retirement proposition, competitor product offerings, positioning and technical/sales skills to enhance personal effectiveness and efficiency.

About You

Essential requirements for the role:

• Experience working with advisers specifically in the advised platform market
• Full understanding of how the intermediated distribution market operates
• Awareness/experience of smooth fund solutions in the marketplace
• Proven account management, and/or business development experience in advised platform market
• Proven track record in negotiating/influencing and delivering to agreed sales targets in the IFA market
• An understanding of the regulatory framework together with a good working knowledge of our regulator's rules and compliance procedures

Desirable

• QCF Level 4 qualification desirable

Rewards and Benefits

This role is a Band C in the LV= Structure.

At LV= Savings and Retirement, 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:

• 30 days' holiday, with the option to buy up to 2 additional days
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
• An annual bonus scheme based on personal performance
• Single-cover private medical insurance (with the option for you to upgrade to family cover)
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance
• Up to 20% discount on our life products for you and your immediate family
• A group life assurance policy with 4 x your basic pay to go to your dependents (you’ll have the option to increase to 8 x cover)
• Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service)
• Access to our Employee Assistance Programme (EAP) for support when you need it
• A virtual GP service
• Shared parental leave

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 for your application to be considered.