Business Development Manager - Wealth

Aviva plc; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider seeks a Business Development Manager to represent their investment capabilities across the UK. The role involves building strong relationships with Independent Financial Advisers and achieving sales targets in a dynamic market. The ideal candidate will possess a solid understanding of investment products and demonstrate skills in lead generation and sales management. Benefits include a generous pension scheme and family-friendly leave options.

Benefits

Generous pension scheme

Annual performance bonus

Family-friendly leave

Holiday entitlement

Discounts on Aviva products

Private Medical Benefit

Matching Share Plan

Volunteering hours

Qualifications

• Must be able to position investment products to market segments.
• Strong understanding of investment products and intermediary market required.
• Proficient with sales management tools and lead generation.

Responsibilities

• Sell investment capabilities and products to UK Wholesale clients.
• Develop relationships with Independent Financial Advisers (IFAs).
• Meet sales targets across Multi Asset Funds, MPS, and single asset classes.

Skills

Positioning investment products

Understanding of intermediary market

User of Salesforce and Qlik

Lead generation and client relations

Proficient in PowerPoint and Excel

Education

Level 4 Diploma in Regulated Financial Planning

Investment Management Certificate (IMC)

Tools

Salesforce

Qlik

Job description

Business Development Manager

Location: UK – Home Based (travel to regional offices across Sheffield, York, Liverpool, Manchester, and Leeds).

Responsibilities

• Represent and sell Aviva Investors’ investment capabilities and products to UK Wholesale clients, building a robust pipeline of new business opportunities and maintaining accurate records of sales activity and client meetings using internal systems such as Salesforce and Qlik.
• Strengthen and develop relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England.
• Play a vital part in fostering internal collaboration within Aviva Life Company, ensuring a seamless ‘One Aviva’ experience for our mutual clients.
• Deliver on sales targets across Multi Asset Funds, MPS and other single asset class capabilities and act as the voice of our clients by identifying trends in the UK Wholesale market.
• Collaborate effectively with internal teams including Investments, Marketing, Client Services and MI Reporting.
• Work closely with Business Development Associates to strengthen regional relationships, support new business development and mentor them to enhance their professional growth.
• Achieve specific client activity targets and develop effective client panels.
• Attend travel to regional offices across Sheffield, York, Liverpool, Manchester, and Leeds as required.

Qualifications

• Ability to position investment products to appropriate market segments.
• Solid understanding of intermediary market and investment products, specifically multi‑asset, and Level 4 Diploma‑qualified in Regulated Financial Planning or Investment Management Certificate (IMC).
• Proficient user of lead generation and sales management tools (Salesforce and Qlik).
• Ambitious, confident, and able to generate new leads and develop relations with prospective clients over the phone.
• Strong PowerPoint and Excel skills.

Benefits

• Generous pension scheme – Aviva will contribute up to 14% of your salary.
• Eligibility for annual performance bonus.
• Family‑friendly parental and carer’s leave.
• Generous holiday entitlement plus bank holidays, with the option to buy/sell up to 5 additional days.
• Up to 40% discount for Aviva products.
• Aviva‑funded Private Medical Benefit.
• Aviva Matching Share Plan and Save As You Earn scheme.
• 21 volunteering hours per year.

Compliance

You will be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that regulatory background checks will be completed before you take up the role and on an annual basis to ensure you remain ‘fit and proper’ and competent to carry out your role. Training on what holding an SMCR role means will be provided at join time and thereafter.

Equal Opportunity

We interview every disabled applicant who meets the minimum criteria for this job. If you have a disclosed disability, please email [e-mail] and we will conduct an interview.