Business Development Manager Wealth

AVEVA; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking an experienced Business Development Manager to join their Wholesale Distribution team. This home-based role involves developing relationships with key Independent Financial Advisers and Strategic Partners across Northern England while maintaining accurate sales activity records. The ideal candidate possesses Level 4 Diploma in Regulated Financial Planning, a strong understanding of investment products, and proficiency in Salesforce and Qlik. The role offers a generous pension scheme, performance bonuses, and family-friendly leave options.

Benefits

Generous pension scheme

Annual performance bonus

Parental and carers leave

Generous holiday entitlement

Up to 40% discount for company products

Private Medical Benefit

Matching Share Plan

21 volunteering hours per year

Qualifications

• Level 4 Diploma qualified in Regulated Financial Planning or IMC.
• Solid understanding of the intermediary market and investment products.
• Proficient in Salesforce and Qlik for sales management.

Responsibilities

• Sell investment capabilities to Wholesale clients in the UK.
• Maintain sales activity records using Salesforce.
• Deliver on sales targets for Multi-Asset Funds and other classes.
• Collaborate with internal teams including Investments and Marketing.
• Identify market trends to represent client interests.
• Support new business development with Business Development Associates.

Skills

Level 4 Diploma in Financial Planning

Understanding of the intermediary market

Salesforce proficiency

Qlik proficiency

Strong PowerPoint skills

Strong Excel skills

Lead generation abilities

Relationship building skills

Education

Level 4 Diploma in Regulated Financial Planning or IMC

Tools

Salesforce

Qlik

Job description

Business Development Manager – Wealth

This is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team working within our Advisory Distribution. You will strengthen and develop relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England and foster internal collaboration within Aviva Life Company ensuring a seamless One Aviva experience for our mutual clients.

Qualifications and Experience

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

Responsibilities

• Represent and sell Aviva Investors investment capabilities and products to UK Wholesale clients, building a robust pipeline of new business opportunities.
• Maintain accurate records of sales activity and client meetings using internal systems such as Salesforce and Qlik.
• Deliver on sales targets across Multi‑Asset Funds, MPS, and other single asset class capabilities.
• Collaborate effectively with internal teams including Investments, Marketing, Client Services, and MI Reporting.
• Act as the voice of our clients by identifying trends in the UK Wholesale market.
• Work closely with Business Development Associates to strengthen regional relationships, support new business development and mentor them.
• Achieve specific client activity targets and develop effective client panels.

Locations and Travel

This home‑based role requires travel to our regional offices across Sheffield, York, Liverpool, Manchester and Leeds.

Benefits

• Generous pension scheme – Aviva contributes up to 14% depending on contributions.
• Eligibility for annual performance bonus.
• Family‑friendly parental and carers 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.

Regulatory

You will be certified under the FCA/ PRA Senior Managers and Certification Regime (SMCR). This requires completion of regulatory background checks before you take up your role and annual confirmation that you remain fit and proper.

Inclusion

Aviva is for everyone. We welcome applications from all backgrounds and experiences and encourage all candidates, even those who do not tick every box.

Apply

To apply, please submit your application online with an up‑to‑date CV and/or updated professional profile on Workday, as we cannot submit your application without these documents. If you require an alternative method of applying, send an email to [email omitted].