Remote Platform & Adviser Relationship Manager

Exchange Street Claims ltd

Northern Ireland

Hybrid

GBP 50,000 - 61,000

Full time

14 days+
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Benefits offered by this job

10% non-contributory pension
26 days’ holiday
Private medical insurance
4x life assurance
Flexible benefits
Fully remote working

Job summary

Exchange Street Claims ltd is offering a remote Business Development/Account Management role focused on Scotland and Northern Ireland. You will manage relationships with financial planning firms, spot opportunities to grow platform business, and support campaigns with two fellow BDMs.

Expect roughly 75% platform work and 25% investments, with a target package around £80,000 (base up to £55,000 plus ~£25,000 bonus). A Level 4 Diploma is ideal, and location in Scotland or NI is preferred.

Qualifications

  • Understand the financial adviser market and know your way around platforms.
  • Level 4 Diploma qualification would be ideal.
  • Preferably based in Scotland or Northern Ireland.

Responsibilities

  • Manage relationships with financial planning firms across Scotland and Northern Ireland.
  • Spot opportunities to increase flows and support campaigns.
  • Collaborate with external BDM colleagues.
  • Focus roughly 75% on platform business and 25% on investments.

Skills

Commercial mindset
Credible with advisers
Sales conversations

Education

Level 4 Diploma (ideal)

Job description

Exchange Street Claims ltd is offering a remote Business Development/Account Management role focused on Scotland and Northern Ireland. You will manage relationships with financial planning firms, spot opportunities to grow platform business, and support campaigns with two fellow BDMs.

Expect roughly 75% platform work and 25% investments, with a target package around £80,000 (base up to £55,000 plus ~£25,000 bonus). A Level 4 Diploma is ideal, and location in Scotland or NI is preferred.

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