Business Development Manager Wealth

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profile Job Location:

Sheffield - UK

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

Business Development Manager - Wealth

This is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team working within our Advisory Distribution this role youll be responsible for strengthening and developing relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England. Youll also play a vital part in fostering internal collaboration within Aviva Life Company ensuring a seamless One Aviva experience for our mutual clients.

A bit about the role:

Your responsibilities will include representing and selling Aviva Investors investment capabilities and products to UK Wholesale clients building a robust pipeline of new business opportunities and maintaining accurate records of sales activity and client meetings using internal systems such as Salesforce and Qlik.

In this role youll be responsible for strengthening and developing relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England. Youll also play a vital part in fostering internal collaboration within Aviva Life Company ensuring a seamless One Aviva experience for our mutual clients.

You will be expected to deliver on sales targets across Multi Asset Funds MPS and other single asset class capabilities collaborate effectively with internal teams including Investments Marketing Client Services and MI Reporting and act as the voice of our clients by identifying trends in the UK Wholesale market. Additionally you will work closely with Business Development Associates to strengthen regional relationships and support new business development while also mentoring them to enhance their professional growth. Achieving specific client activity targets and developing effective client panels will be key to your success in this role.

This is a home-based role which requires travel to our regional offices across Sheffield York Liverpool Manchester and Leeds).

Skills and experience were looking for:

  • Ability to position investment products to appropriate market segments.
  • Solid understanding of Intermediary market and investment products specifically multi asset -and Level 4 Diploma-qualified in Regulated Financial Planning or Investment Management Certificate (IMC).
  • Proficient user of lead generation and sales management tools (Salesforce and Qlik).
  • Ambitious confident and the ability to generate new leads and develop relations with prospective clients over the phone.
  • Strong PowerPoint and excel skills.

What youll get for this role:

  • Generous pension scheme - Aviva will contribute up to 14% depending on what you put in
  • Eligibility for annual performance bonus
  • Family friendly parental and carers leave
  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days
  • Up to 40% discount for Aviva products
  • Aviva-funded Private Medical Benefitto help you get expert support when you need it
  • Aviva Matching Share Plan and Save As You Earn scheme
  • 21 volunteering hours per year

In this role youll be Certified under the Financial Conduct Authority / Prudential Regulation Authoritys Senior Managers and Certification Regime (SMCR). This means that well need to complete some regulatory background checks on you before you take up your role and well need to ask you some questions on an annual basis to make sure you remain fit and proper and competent to carry out your role. Well provide training on what holding a SMCR role means when you join us and annually thereafter.


Aviva is for everyone:

Were inclusive and welcome everyone we want applications from all backgrounds and experiences. Excited but not sure you tick every box Even if you dont we would still encourage you to apply. We also consider all forms of flexible working including part time and job shares.

We flex locations hours and working patterns to suit our customers business and you. Most of our people are smart working spending around 50% of their time in our offices every week - combining the benefits of flexibility with time together with colleagues.

To find out more about working at Aviva take a look here.

Wed love it if you could submit your application online. Please ensure that you have attached an up to date CV and/or updated your professional profile on Workday as we cannot submit your application without this . If you require an alternative method of applying send an email to.

#LI-RM1

#LI-Hybrid


Required Experience:

Manager

Business Development Manager - WealthThis is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team working within our Advisory Distribution this role youll be responsible for strengthening and developing relationships with key Independent Financial...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills