Investment Services Business Development Manager

Manchester, England, United Kingdom

12/20/2024

We are seeking an experienced Investment Services Business Development Manager to join our Distribution Services Team to cover the Midlands & North West. In this role, you will be the representative to members for the distribution of Investment Services. The successful candidate will collaborate with the Head of Distribution Partnerships, to meet and exceed the target for Risk Controlled recommendations.

What you’ll be doing:

• To lead the development of an agreed panel of existing members through F2F and virtual account management meetings promoting the Investment Services proposition.
• Increase the number of firms writing investment business through the Risk Controlled workflow with the support of our distribution partners and the intermediary sales team.
• Understand systems, tech and tools to ensure competent promotion of our propositions.
• Drive member engagement by presenting Investment Committee (IC) output to our members and successfully ensuring they can receive and use the IC updates.
• Present appropriate solutions/education to Simplybiz members to increase the volume of recommendations into Risk Controlled Solutions.
• Work with other key stakeholders and departments, such as distribution, marketing, provider partners, and member services to provide adequate information and guidance to member firms.
• Drive member numbers to the proposed schedule of activity. This will include digital events and face to face roadshow events.
• Develop an understanding of associated provider products and advisory workflows through Defaqto Engage to present them in a cohesive and professional manner.
• Work closely with all members of the distribution team and key stakeholders in the wider business to identify new business opportunities for Simplybiz.
  
  

What you’ll need:

• Be able to engage members and articulate our propositions in face-to-face meetings, workshops and presentations over the telephone and digital events.
• Closely manage and develop effective relationships with a panel of intermediary firms through training and development
• Empathise with members, understand their business, recognise the importance of using their time sparingly and respond promptly and punctually.
• Be organised, have a business plan for key discussion issues, scheduling meetings escalating and resolving issues.
• Be a team player, share best practices and work closely & collaboratively with other departments.
• Experience of face-to-face or telephone selling with performance targets.
• Experience of financial products and investment propositions within the industry
• Effective communicator both verbally and written.
• Ability to work with and manage key internal stakeholders
• Will have the ability to make effective judgements from a range of qualitative and quantitative information
• IT literate in, but not limited to, Outlook, Internet explorer, Excel, Word, PowerPoint and Dynamics 365.
• Organised and methodical.
• Good analytical skills
• Driven, results orientated, and proactive with a positive outlook
  
  

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.