Investment Services Business Development Manager

TN United Kingdom; Liverpool; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a proactive Investment Services Business Development Manager to join their Distribution Services Team. This role involves engaging with members to promote investment services, driving member engagement, and collaborating with various stakeholders to enhance business opportunities. The successful candidate will leverage their strong relationship management skills and financial product knowledge to achieve performance targets and foster effective partnerships. Join a forward-thinking organization committed to diversity and inclusion, where your contributions will help shape the future of financial services.

Qualifications

• Experience in face-to-face selling with performance targets.
• Ability to manage relationships with intermediary firms.

Responsibilities

• Lead development of member panel through meetings promoting Investment Services.
• Drive member engagement and increase volume of recommendations.

Skills

Face-to-Face Selling

Relationship Management

Communication Skills

Analytical Skills

Organizational Skills

Financial Products Knowledge

Tools

Dynamics 365

Excel

PowerPoint

Word

Outlook

Job description

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Investment Services Business Development Manager, Liverpool

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Client:

Simplybiz

Location:

Liverpool, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6a247801c058

Job Views:

7

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

We are the UK's leading provider ofoutsourced regulatory and business support to the retail financial service market.

As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.

We are seeking an experienced Investment Services Business Development Manager to join our Distribution Services Team to cover the Midlands & North West. In this role, you will be the representative to members for the distribution of Investment Services. The successful candidate will collaborate with the Head of Distribution Partnerships, to meet and exceed the target for Risk Controlled recommendations.

What you’ll be doing:

• To lead the development of an agreed panel of existing members through F2F and virtual account management meetings promoting the Investment Services proposition.
• Increase the number of firms writing investment business through the Risk Controlled workflow with the support of our distribution partners and the intermediary sales team.
• Understand systems, tech and tools to ensure competent promotion of our propositions.
• Drive member engagement by presenting Investment Committee (IC) output to our members and successfully ensuring they can receive and use the IC updates.
• Present appropriate solutions/education to Simplybiz members to increase the volume of recommendations into Risk Controlled Solutions.
• Work with other key stakeholders and departments, such as distribution, marketing, provider partners, and member services to provide adequate information and guidance to member firms.
• Drive member numbers to the proposed schedule of activity. This will include digital events and face to face roadshow events.
• Develop an understanding of associated provider products and advisory workflows through Defaqto Engage to present them in a cohesive and professional manner.
• Work closely with all members of the distribution team and key stakeholders in the wider business to identify new business opportunities for Simplybiz.

What you’ll need:

• Be able to engage members and articulate our propositions in face-to-face meetings, workshops and presentations over the telephone and digital events.
• Closely manage and develop effective relationships with a panel of intermediary firms through training and development
• Empathise with members, understand their business, recognise the importance of using their time sparingly and respond promptly and punctually.
• Be organised, have a business plan for key discussion issues, scheduling meetings escalating and resolving issues.
• Be a team player, share best practices and work closely & collaboratively with other departments.
• Experience of face-to-face or telephone selling with performance targets.
• Experience of financial products and investment propositions within the industry
• Effective communicator both verbally and written.
• Ability to work with and manage key internal stakeholders
• Will have the ability to make effective judgements from a range of qualitative and quantitative information
• IT literate in, but not limited to, Outlook, Internet explorer, Excel, Word, PowerPoint and Dynamics 365.
• Organised and methodical.
• Good analytical skills
• Driven, results orientated, and proactive with a positive outlook

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.