Intermediary Distribution Manager in Bristol

Location: South West Region

Salary: Will be discussed at interview stage - depending on skills & experience.

Hours: Full time

Working Pattern: You will need to be based in the South West of England for this role as the territory covers this geographical area. You will work flexibly, splitting your time between 'on the road' meeting clients face to face and working from home.

About this opportunity: Last year, we shared our refreshed strategy and vision for Insurance, Pensions & Investments (IP&I) - to become a customer centric and digital first business in order to be a Top 3 provider in the intermediated pensions and protection markets. Following the acquisition of Embark in 2022, Scottish Widows have improved our proposition and streamlined our technology to allow us to be easier to work with and promote better outcomes for advisers, partners and end customers. As we move from transformation to growth, we're investing in the capabilities in our Distribution function, to grow our market leading team in the intermediary market. These capabilities allow us to build and develop truly strategic relationships with advisers and partners, delivering this transformation to the market.

Reporting into the Head of Intermediary Sales, you will lead a team of Business Development Managers and be responsible for the overall business strategy to achieve sales and overall business targets across the South West of England. You will need to build long lasting relationships with new and existing accounts, supporting advisers in their strategic ambitions across the breadth of our propositions. You will translate market and adviser insight into feedback to internal partners to champion the best outcomes for advisers and drive future proposition innovation. Working with the wider Intermediary Distribution team will be key to delivering cohesive account plans and delivering a market leading adviser experience. You will use data and MI to find opportunities to improve our trading performance, and challenge ways of working where they are inhibiting growth. As the leader of a team, you will ensure BDMs are best equipped to deliver our propositions in line with any proposition and regulatory changes. This includes supporting your team through our Sales Excellence Framework.

What you will be doing:

• Build positive relationships in the individual intermediary market to position, pitch and influence Scottish Widows’ propositions.
• Lead a team of BDMs, delivering regular mentoring to individuals to ensure they effectively drive new business opportunities and handle existing relationships to meet or exceed agreed targets for their designated accounts.
• Using MI, seek opportunities for new central initiatives to drive trading as well as run performance efficiently.
• Engage with key internal business functions to ensure a clear understanding of the needs of our partners, owning the activity to ensure any required change is progressed in a timely manner with the partner’s expectations handled accordingly.
• Act as the route of customer concern into Operations to ensure major issues are dealt with authoritatively and efficiently.
• Aligning with specified risk and compliance procedures and practices ensuring that you are always operating within LBG policies.

What you will need:

• Proven track record of building strategic, long lasting positive relationships with financial partners in the UK Wealth and/or UK Protection market.
• Experience in leading a team, with the ability to empower colleagues to ensure business objectives are achieved.
• Validated understanding of the individual pension markets, business development or financial services regulatory landscape in the UK.
• Ability to build collaborative internal relationships with key partners to drive innovative, adviser centric developments in our proposition.
• Address challenges with high energy; collaborating with others to make valuable contributions to the performance of the business area.

About working for us: Our focus is to ensure we are inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So, if you would like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares!
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you are excited by the thought of becoming part of our team, get in touch. We would love to hear from you!

At Lloyds Banking Group, we are driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you will have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you will have many opportunities to learn, grow and develop.

We keep your data safe. So, we will only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We will always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We are focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we are building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

With 320 years under our belt, we are used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you will do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.