At a Glance
- Tasks: Build and manage relationships with intermediaries while achieving sales targets.
- Company: Join Lloyds Banking Group, a leader in financial services.
- Benefits: Enjoy a competitive salary, generous pension, and 30 days holiday.
- Other info: Flexible working options and commitment to equality and inclusion.
- Why this job: Make an impact in the financial sector with a supportive team.
- Qualifications: 5+ years in financial services and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Company: Lloyds Banking Group (Scottish Widows)
Location: Wales / Bristol and surrounding areas
Employment Type: Full time
End Date: Thursday 25 June 2026
Salary: Competitive Package. Salary Range £0 - £0
Flexible Working: Flexible working options including job share, variable hours.
Responsibilities:
- Develop and manage relationships with existing and new intermediaries in Cardiff, Bristol, and South West.
- Achieve sales and retention targets for Platform and our SW Fund range of multi‑asset funds.
- Formulate and implement effective business plans, identifying opportunities within the defined segment of accounts.
- Lead sales approach, coordinate activities with each account, and develop multi‑level contact strategies.
- Provide referrals for Workplace or Protection opportunities and collaborate with other teams.
- Ensure compliance with risk and regulatory requirements and operate within Lloyds Banking Group policies.
- Engage with Scottish Widows specialist resources to enhance business opportunities.
Qualifications & Experience:
- 5+ years of experience in financial services, focusing on investment platforms or platform‑based solutions.
- Strong business development and relationship skills within an intermediary environment.
- Excellent presentation and interpersonal skills, competent in face‑to‑face, telephone, and virtual settings.
- Ability to lead a pitch team and present tailored solutions to clients.
- Strong understanding of market insight, regulatory, technical and legislative changes in the intermediary market.
- Achievement of CII/PFS Level 4 qualification is desired.
Benefits:
- Generous pension contribution up to 15%.
- Annual performance‑related bonus.
- Share schemes including free shares.
- 30 days holiday with bank holidays, plus additional flexibility on leave.
- Well‑being initiatives and parental leave policies.
Equality and Inclusion:
We are a Disability Confident Leader and guarantee interviews for applicants with disabilities, long‑term health or neurodivergent conditions through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers.
Business Development Manager in Bristol employer: Lloyds Bank plc
Lloyds Banking Group, particularly through Scottish Widows, stands out as an exceptional employer in Wales and Bristol, offering a competitive salary package alongside generous benefits such as a robust pension scheme, annual performance bonuses, and flexible working options. The company fosters a supportive work culture that prioritises employee well-being and inclusivity, providing ample opportunities for professional growth and development within the financial services sector, making it an ideal place for those seeking a meaningful career in business development.
