Business Development Manager - Platforms
Core
Business Development Manager responsible for winning new adviser relationships and growing business for an advised platform in the Yorkshire region.
Role type
Regional Business Development Manager (Financial Services)
Builds
Advised platform business for life, pensions, and retirement products
Domain
UK Financial Services / Retirement Income / Decumulation
Deliverable
client delivery
Required skills
Business development, account management, IFA sales, asset management landscape knowledge, smoothed fund solutions, FCA rules compliance, presentation skills, territory management
Preferred skills
Advised platform experience, QCF Level 4 qualification
Responsibilities
Taking ownership of the Yorkshire IFA panel, opening doors with new advisers, agreeing contact strategies and visit plans, positioning smoothed fund solutions, delivering against business mix and volume targets, running adviser meetings, deepening existing relationships, working with off-platform sales colleagues, feeding market intelligence, producing management information, maintaining governance and regulatory standards
Seniority
Mid-Senior, hands-on IC