Business Development Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Identify and onboard firms to the M&G Platform.

• Develop and finalize account plans that outline new AUA to be transferred onto the platform, including timelines and requirements.

• Oversee client segmentation and asset transition processes.

• Foster and nurture relationships with business owners, advisers, and key administrative personnel at affiliated adviser firms.

• Collaborate with the broader M&G sales team to identify opportunities.

• Update relevant stakeholders on progress concerning business transition plans.

• Ensure that both potential and current platform users comprehend the M&G Platform's value proposition and service differentiators.

• Execute due diligence requests and organize beauty parades for interested firms.

• Partner with the training team to guarantee that platform users are skilled and accredited.

• Sustain productive relationships with internal departments and key stakeholders.

• Contribute to the overall M&G growth strategy.

• Actively participate in the sales process and proposition development.

• Engage in lead-generation activities, respond to regional inquiries, conduct proactive campaigns, and participate in networking events.

⛳️ Requirements

• Demonstrated knowledge of the financial advice industry and the operations of an adviser’s back office.

• Familiarity with various adviser propositions, processes, and essential success factors.

• Understanding of the Wrap Platform market.

• Experience with web-based applications.

• Knowledge of the functionalities of major IFA back office systems.

• Proficient in IT, including Microsoft Word, Excel, PowerPoint, and Project.

• Proven experience working with IFA firms on strategic changes.

• Established track record in development, sales, or relationship management.

• Awareness of competitors in the field.

• Ideally possess relevant professional qualifications in Financial Services or an IFA-facing business, such as FPC, AFPC, or ACII.

• Self-motivated individual with enthusiasm and commercial insight.

• Excellent consultative selling abilities and results-oriented mindset.

• Strong history of meeting goals and sales targets.

• Exceptional interpersonal and client-facing skills.

• Capability to negotiate effectively at all levels, including senior management.

• Highly driven and able to perform well under pressure.

• Numerate, with experience in preparing business cases for investment and compelling business proposals.

• Flexible regarding working hours and travel commitments.

• Ability to think strategically and creatively, utilizing multiple sources of information.

• Positive attitude towards change.

• Articulate and well-presented, with strong presentation skills.

• Strong customer-focused approach and commitment to excellent customer service.

• Willingness to pursue further relevant professional qualifications.

🏝️ Benefits

• A valuable pension scheme offering up to 18% (comprising 13% employer contributions and 5% employee contributions).

• Access to Share Save and Share Incentive Plan.

• Financial wellbeing and support services.

• 38 days of annual leave, inclusive of bank holidays.

• Opportunity to purchase up to five additional days of leave.

• Time Off When You Need It policy.

• Paid parental leave encompassing maternity, adoption, surrogacy, and paternity leave.

• Private Healthcare options.

• Critical Illness coverage.

• Life Assurance benefits.

• Additional family options for Health & Protection coverage.

• Flexible working arrangements available.

• Workplace adjustments and reasonable accommodations during the recruitment process.

• Networking, support, and development opportunities through employee-led networks.