At a Glance
- Tasks: Drive growth by building relationships with financial advisers and managing key accounts.
- Company: Dynamic financial services firm with a focus on innovation and support.
- Benefits: Competitive bonus, generous pension, flexible working, and extensive voluntary benefits.
- Other info: Join a supportive team that values diversity and offers excellent career progression.
- Why this job: Make a real impact in the financial sector while enjoying a flexible work environment.
- Qualifications: Experience in business development within the SIPP market and strong adviser network.
The predicted salary is between 50000 - 65000 € per year.
We are seeking a Business Development Manager (BDM) to play a pivotal role in growing and broadening the support base for our SIPP proposition within the UK financial adviser market. This is a senior, high-impact role combining new business origination with relationship deepening. The role will suit someone who thrives in a low-infrastructure environment, is comfortable building their own momentum, and takes pride in developing structure, insight and opportunity. This is a permanent role and geographic location is flexible (outside London), with a genuinely UK-wide remit.
Responsibilities
- Identify, prioritise and pursue new adviser relationships capable of delivering long-term, repeat SIPP business.
- Actively manage and deepen relationships with existing key introducers, recognising that adviser-level engagement does not automatically translate into firm-wide support.
- Build strong working relationships with advisers, paraplanners, research teams and support staff.
- Apply sound judgement in targeting adviser firms, recognising where our proposition is well-differentiated and where it is not.
- Support the business as proposition changes are introduced, including in commercial property SIPPs.
- Manage and convert suitable non-advised enquiries in line with regulatory boundaries and internal policies.
Qualifications
- Proven experience in business development within the SIPP and adviser market is essential.
- An established network of financial adviser contacts, with the ability and appetite to continually expand it.
- Strong commercial judgement and the discipline to focus on high-value opportunities.
- Clear understanding of regulatory requirements and boundaries.
- Exposure to DFMs, national advice firms, banks and large adviser groups.
- Experience handling non-advised pension enquiries.
- Relevant professional qualifications (e.g. financial planning or pension-related).
Benefits
- Competitive discretionary annual bonus.
- Generous pension scheme.
- Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
- Comprehensive range of voluntary benefits such as electric car leasing scheme, tech scheme, cycle-to-work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, sports allowance (up to 50% of gym/sports membership), travel insurance, paid volunteering, and retailer discounts.
Happy to talk flexible working. We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please let us know. Location: Cheltenham (flexible, UK-wide).
Business Development Manager in Cheltenham employer: LGBT Great
As a Business Development Manager with us, you'll thrive in a dynamic and flexible environment that empowers you to build your own momentum while making a significant impact on our SIPP proposition across the UK. We offer a competitive benefits package, including a generous pension scheme and a range of voluntary perks, all within a supportive culture that prioritises employee growth and well-being. Join us in Cheltenham or work flexibly from anywhere in the UK, and be part of a company that values innovation, inclusivity, and meaningful relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers, paraplanners, and anyone in the SIPP space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! When you’re chatting with potential employers or connections, share insights about the SIPP market and how you can help them grow their business. This not only demonstrates your knowledge but also positions you as a valuable asset in the industry.
✨Tip Number 3
Follow up! After meeting someone or having a great conversation, drop them a quick email or message to say thanks and keep the dialogue going. This keeps you on their radar and shows you’re genuinely interested in building relationships.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm. Plus, it’s a great way to get noticed by our hiring team. Don’t miss out on your chance to shine!
We think you need these skills to ace Business Development Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Development Manager. Highlight your experience in business development within the SIPP and adviser market, and don’t forget to showcase your established network of financial adviser contacts!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific examples of how you've built relationships and driven business growth in previous positions.
Showcase Your Commercial Judgement:In your application, demonstrate your strong commercial judgement. Talk about how you've identified high-value opportunities in the past and how you plan to apply that insight to our SIPP proposition.
Apply Through Our Website:We encourage you to apply through our website for a smoother 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 LGBT Great
✨Know Your SIPP Inside Out
Make sure you have a solid understanding of the SIPP proposition and how it fits into the UK financial adviser market. Be prepared to discuss its benefits and how it stands out from competitors. This will show your expertise and enthusiasm for the role.
✨Leverage Your Network
Since this role relies heavily on relationships, come ready with examples of how you've successfully built and maintained connections in the past. Highlight any established contacts you have within the adviser community and be ready to discuss how you plan to expand that network further.
✨Demonstrate Commercial Judgement
Prepare to showcase your ability to identify high-value opportunities. Think of specific instances where you've made sound decisions that led to successful outcomes. This will illustrate your strategic thinking and understanding of the market.
✨Be Ready for Regulatory Discussions
Familiarise yourself with the regulatory requirements surrounding SIPPs and non-advised enquiries. Be prepared to discuss how you would navigate these boundaries while still pursuing business opportunities, as this is crucial for the role.
