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.
- Why this job: Make a real impact in the financial industry while developing your career.
- Qualifications: Experience in business development and knowledge of investment products required.
- Other info: Home-based role with travel across the North of England and excellent growth opportunities.
The predicted salary is between 36000 - 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:
- Ability to position investment products to appropriate market segments.
- Solid understanding of Intermediary market and investment products specifically multi asset -and Level 4 Diploma-qualified in Regulated Financial Planning or Investment Management Certificate (IMC).
- Proficient user of lead generation and sales management tools (Salesforce and Qlik).
- Ambitious, confident, and the ability to generate new leads and develop relations with prospective clients over the phone.
- Strong PowerPoint and excel skills.
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.
Business Development Manager - Wealth in Sheffield employer: Aviva
Contact Detail:
Aviva Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - Wealth in Sheffield
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry, especially those who work with Independent Financial Advisers. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn – you never know where a conversation might lead!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential clients or partners, make sure to highlight your knowledge of investment products and the intermediary market. Share insights and trends you've noticed – it’ll position you as a go-to resource in the field.
✨Tip Number 3
Practice your pitch! Whether it's over the phone or in person, being able to clearly articulate how Aviva Investors’ products can benefit clients is key. Role-play with a friend or record yourself to refine your delivery and boost your confidence.
✨Tip Number 4
Don’t forget to follow up! After meetings or networking events, send a quick thank-you email or message. It keeps the conversation going and shows that you’re genuinely interested in building those relationships. Plus, it’s a great way to remind them of your expertise!
We think you need these skills to ace Business Development Manager - Wealth in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Manager - Wealth. Highlight your experience with IFAs and strategic partnerships, and don’t forget to mention your familiarity with investment products and sales management tools like Salesforce.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your skills align with our needs. Be sure to mention your ability to foster internal collaboration and your understanding of the UK Wholesale market.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to meet sales targets and develop client relationships. Numbers speak volumes, so include metrics where possible to show your impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Aviva
✨Know Your Products Inside Out
Make sure you have a solid understanding of Aviva Investors’ investment capabilities and products. Be prepared to discuss how these products can benefit Independent Financial Advisers (IFAs) and Strategic Partners, as this will show your expertise and confidence in the role.
✨Showcase Your Relationship-Building Skills
Since this role is all about strengthening relationships, think of examples from your past experiences where you've successfully built rapport with clients or partners. Highlight your ability to collaborate internally as well, as fostering a ‘One Aviva’ experience is crucial.
✨Familiarise Yourself with Salesforce and Qlik
As a proficient user of lead generation and sales management tools, it’s essential to demonstrate your familiarity with Salesforce and Qlik during the interview. Be ready to discuss how you’ve used these tools to manage client relationships and track sales activity effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to meet sales targets. Prepare scenarios where you’ve identified market trends or developed effective client panels, as this will showcase your strategic thinking and ability to drive new business opportunities.