Remote Platform BD Manager – IFA & Wealth

LV=; West Midlands; On-site; GBP 55,000 - 75,000; Full time

Job description

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances.

Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.

We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.

We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

We have a fantastic opportunity for a self-motivated and driven individual to join us as a Platform Business Development Manager. The role will be based remotely covering Midlands so the successful candidate will need to be based locally in the area.

The successful candidate will be proactive in developing and maintaining business partnerships with key intermediary accounts to support the delivery of LV=’s adviser platform proposition.

Key Responsibilities

• Develop, maintain and report on a panel of wealth management / IFA accounts.
• Initiate and develop business relationships, and agree an appropriate contact strategy with firms, to increase our distribution footprint.
• Visit wealth management / IFA accounts according to an agreed contact and engagement strategy, and as directed by the Divisional Sales Manager
• Deliver agreed targets by business mix and volume within budget.
• Collaborate with the off-platform sales team to achieve the shared goal, placing the achievement of team and LV= goals above the achievement of personal goals.
• Contribute to the business plan, deliver business objectives and collaborate with the Savings & Retirement Distribution leadership team, 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 Retirement Income 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

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

At LV= Life and Pensions, 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.
• A competitive bonus scheme based on company and personal performance.
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
• Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover).
• Group Income Protection, if you enrol into the pension scheme and reach 5 years of service.
• Employee Assistance Programme (EAP) service for support when you need it.
• 24-hour access to our virtual GP service.
• Shared parental leave.
• Up to 20% discount on our life products for you and your immediate family.

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.

If you are offered this role as an internal secondment, please note your base band benefits will not change during the secondment.

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 in order for your application to be considered.