Remote Platform BD Manager – IFA & Wealth Partnerships

LV=

Bournemouth

On-site

GBP 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Annual performance bonus

Private medical insurance

Pension scheme

Flexible benefits

Job summary

LV= is seeking a Platform Business Development Manager to operate remotely, covering Yorkshire. You will develop and manage relationships with wealth management firms and IFAs, expanding LV='s adviser platform footprint and driving distribution and sales targets.

Ideal candidates will have proven experience in the advised platform market, strong account management and regulatory knowledge, and the ability to collaborate with the distribution leadership team to deliver strategic objectives.

Qualifications

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.

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.