Platform Business Development Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Platform Business Development Manager (Fintech): Driving growth of investment platform adoption across the North West region by building strategic partnerships with financial advisers with an accent on regional market penetration and relationship management. Focus on delivering new business targets, promoting complex investment solutions like MPS, and managing the onboarding of new adviser firms.
Location: Must be based in the North West of the UK (field-based role)
Company
is a FTSE 250 investment platform providing award-winning financial solutions to over 723,000 customers.
What you will do
- Execute a regional business plan to deliver new business targets and maximize adviser engagement.
- Build long-term partnerships with IFAs and financial adviser firms using a structured, data-led approach.
- Promote 's range of investment solutions, including MPS and passive funds.
- Deliver professional adviser presentations, seminars, and technical sessions.
- Oversee the onboarding of new firms to ensure a smooth and positive experience.
- Utilize tools such as Financial Express and Touchstone to identify and monitor growth opportunities.
Requirements
- Proven success in a field-based sales or business development role within the investment platform or financial services market.
- Strong existing network of IFA and adviser firm relationships in the North West.
- In-depth understanding of platform propositions, SIPP, and investment solutions.
Nice to have
- Level 4 Diploma in Regulated Financial Planning.
- Familiarity with ’s platform, Bulk Dealing, and Model Portfolios.
- Excellent planning, negotiation, and influencing skills.
Culture & Benefits
- 27 days holiday (increasing with service) plus bank holidays and a buy/sell scheme.
- 8% pension with matched contributions and various share schemes, including free shares.
- Health Cash Plan, discounted private healthcare, and access to a free onsite gym.
- Supportive environment recognized as one of the UK's Best 100 Companies to Work For.
- Regular social events and tailored learning and development opportunities.
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 →