Platform Business Development Manager (North West)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Platform Business Development Manager (North West): Take ownership of regional business plan to drive platform growth and new business targets across Scotland and North West with an accent on building long-term adviser partnerships and promoting investment solutions. Focus on strategic territory planning, data-led adviser engagement, and ensuring smooth onboarding of new firms.
Location: Field-based in North West UK and Scotland
Company
One of the UK’s leading investment platforms and FTSE 250 company managing over £108.7 billion in assets for 723,000 customers.
What you will do
- Take full ownership of regional business plan to deliver new business targets and maximise adviser engagement.
- Build strong, long-term partnerships with financial advisers and firms through structured, data-led approach.
- Collaborate with national sales team to deliver consistent regional performance.
- Promote full range of investment solutions including MPS, passive funds, and platform features.
- Deliver presentations, seminars, and technical sessions to showcase proposition.
- Oversee onboarding of new firms and maintain relationships with key partners.
Requirements
- Proven success in field-based sales or business development in investment platforms or financial services.
- Strong network of IFA and adviser firm relationships in the region.
- In-depth understanding of platform propositions, SIPP, and investment solutions.
- Excellent planning, negotiation, and influencing skills.
Nice to have
- Level 4 Diploma in Regulated Financial Planning.
- Familiarity with ’s platform, Bulk Dealing, and Model Portfolios.
Culture & Benefits
- 27 days holiday + buy/sell scheme + bank holidays.
- 8% pension with matched contributions, discretionary bonus, share schemes.
- Health Cash Plan, discounted private healthcare, free onsite gym.
- Enhanced family leave, travel/bike loans, Employee Assistance Programme.
- Regular social events, learning opportunities, casual dress code, supportive team.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →