Wealth Development & Partnerships Manager (Remote) in Leeds

Wealth Development & Partnerships Manager (Remote) in Leeds

Leeds Full-Time 50000 - 60000 £ / year (est.) Home office (partial)
Aviva Investors

At a Glance

  • Tasks: Build relationships with Independent Financial Advisers and drive new business opportunities.
  • Company: Join Aviva, a leading company in the financial services sector.
  • Benefits: Enjoy a generous pension scheme, performance bonuses, and flexible working options.
  • Other info: Inclusive culture with opportunities for professional growth and development.
  • Why this job: Make a real impact in the wealth management industry while working remotely.
  • Qualifications: Experience in asset management and strong sales skills are essential.

The predicted salary is between 50000 - 60000 £ per year.

This is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team, working within our Advisory Distribution function. In this role, you'll be responsible for strengthening and developing relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England. You'll 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.
  • 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 we're looking for:

  • Strong knowledge of regulated asset management products and services, with particular expertise in Multi‐Asset investments.
  • Level 4 Diploma in Regulated Financial Planning, IMC, or equivalent qualification.
  • In‐depth understanding of the UK IFA landscape, with an established and demonstrable network of contacts.
  • Proven commercial sales acumen, with the ability to analyse and distil data into clear, compelling insights.
  • Confident and motivated self‐starter, able to generate new leads and build prospective client relationships, including via in-person and phone‐based engagement.

What you'll 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 carer's 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 Benefit to 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 you'll be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we'll need to complete some regulatory background checks on you before you take up your role and we'll 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. We'll provide training on what holding a SMCR role means when you join us and annually thereafter.

Aviva is for everyone: We're inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don't, 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. We'd 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 GlobalRecruitment@avivainvestors.com.

Wealth Development & Partnerships Manager (Remote) in Leeds employer: Aviva Investors

Aviva is an exceptional employer that prioritises employee well-being and professional growth, offering a generous pension scheme, performance bonuses, and extensive holiday entitlements. With a strong commitment to inclusivity and flexible working arrangements, employees can thrive in a supportive environment while building meaningful relationships with clients across the North of England. The opportunity to mentor Business Development Associates further enhances career development, making Aviva a rewarding place to work.

Aviva Investors

Contact Details:

Aviva Investors Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Development & Partnerships Manager (Remote) in Leeds

Tip Number 1

Network like a pro! Get out there and connect with people in the industry, especially IFAs and strategic partners. Attend events, webinars, or even local meet-ups to build those relationships that could lead to job opportunities.

Tip Number 2

Show off your expertise! When you get the chance to chat with potential employers or partners, make sure to highlight your knowledge of regulated asset management products and the UK IFA landscape. This will set you apart from the competition.

Tip Number 3

Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like Aviva, and express your interest in working with them. A little initiative can go a long way in landing that dream role.

Tip Number 4

Utilise our website! We’ve got loads of resources and job listings that can help you find the perfect fit. Plus, applying through our site makes it easier for us to see your application and get you in front of the right people.

We think you need these skills to ace Wealth Development & Partnerships Manager (Remote) in Leeds

Business Development
Relationship Management
Sales Acumen
Knowledge of Regulated Asset Management Products
Multi-Asset Investments Expertise
Level 4 Diploma in Regulated Financial Planning
Understanding of the UK IFA Landscape

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Wealth Development & Partnerships Manager role. Highlight your experience with Independent Financial Advisers and any relevant sales achievements that align with the job description.

Showcase Your Network:Since building relationships is key, don’t forget to mention your established network within the UK IFA landscape. We want to see how you can leverage these connections to strengthen our partnerships.

Be Clear and Concise:When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to see your skills and experiences at a glance.

Apply Through Our Website:We encourage you to apply through our website for a smoother process. Make sure to attach your up-to-date CV and double-check everything before hitting submit!

How to prepare for a job interview at Aviva Investors

Know Your Stuff

Make sure you brush up on your knowledge of regulated asset management products, especially Multi-Asset investments. Familiarise yourself with the UK IFA landscape and be ready to discuss how your experience aligns with the role's requirements.

Build Your Network

Since this role involves strengthening relationships with Independent Financial Advisers and Strategic Partners, think about your existing network. Prepare examples of how you've successfully built and maintained professional relationships in the past.

Showcase Your Sales Acumen

Be prepared to discuss your commercial sales experience. Think of specific instances where you've analysed data to drive sales or identify trends. This will demonstrate your ability to deliver on sales targets effectively.

Engage with Internal Collaboration

Highlight your experience working collaboratively with internal teams. Be ready to share examples of how you've fostered teamwork in previous roles, as this is crucial for ensuring a seamless 'One Aviva' experience for clients.