At a Glance
- Tasks: Build and manage relationships to drive new business in the financial services sector.
- Company: Join a leading Life and Pension company dedicated to diversity and inclusion.
- Benefits: Generous pension, performance bonuses, flexible working, and 30 days holiday.
- Other info: Exciting opportunities for growth in a supportive and inclusive environment.
- Why this job: Make a real impact in the financial industry while developing your career.
- Qualifications: 5+ years in financial services with strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
LOCATION: Wales /Bristol and surrounding areas
HOURS: Full time
WORKING PATTERN: We'll need you to be based in Wales /Bristol or close by for this role as the territory covers this geographical area. You'll work flexibly, splitting your time between 'on the road' meeting clients face to face and working from home.
What you'll be doing: This role plays an integral part in the Division's strategy of 'protecting today, securing tomorrow' through the promotion of our Wealth Platform proposition, to help meet the retirement planning and income needs of UK intermediary customers as we continue our dedication to be the best Life and Pension company in the UK. Reporting into our Intermediary Distribution Manager, you're required to develop and manage both new and existing relationships across Cardiff, Bristol and the South West within the intermediary market, exerting the required drive, technical expertise and influence to increase the flow of new business, to help achieve our market share aspirations.
Your accountabilities will include:
- Responsibility for the development of relationships and new business from a defined segment of accounts, to achieve set sales and retention targets for Platform and our SW Fund range of multi-asset funds, whilst referring on any Workplace or Protection opportunities which could arise from your panel of accounts, working collaboratively to bring to bear our multi-channel proposition.
- Deliver & exceed your distribution targets.
- Formulating and implementing an effective business plan to include appropriate strategies for your account responsibilities, which will include a detailed understanding of the people, business strengths, weaknesses, goals and decision‑making behaviour of each selected Intermediary which will meet or exceed new business growth and profit targets.
- Identifying and exploiting business opportunities with your panel of Intermediaries to build mutual business benefit.
- Leading and overseeing the sales approach, coordinating activities with each account in your region.
- Agreeing and successfully implementing a development approach with your Intermediary Distribution Manager.
- Developing and implementing multi‑level contact strategies within panel and aligning with specified risk and compliance procedures and practices ensuring that you're always operating within Lloyds Banking Group policies.
- Fully engaging with and optimising Scottish Widows Specialist resources to improve business opportunities within your Region.
What we're looking for:
- Experience of working in financial services, including focus on investment platforms / platform‑based solutions.
- Strong business development and/or relationship skills, preferably within an intermediated environment.
- We're ideally looking for 5+ years of experience.
- Excellent presentation and interpersonal skills including both face to face, telephone and in virtual environments.
- Ability to lead a pitch team and present tailored solutions to clients.
- A strong understanding of market insight, particularly the Intermediary market, including regulatory, technical and legislative changes and opportunities.
It would also be useful if you had:
- Achievement of CII/PFS Level 4 Qualification.
This is a place for you: Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. 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. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long‑term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
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
Ready for a career where you'll learn and thrive? Apply today and find out more.
Business Development Manager in Cardiff employer: Lloyds Banking Group
Join a forward-thinking company that prioritises employee growth and well-being, offering a flexible working pattern that allows you to balance client meetings across Wales and Bristol with home-based work. With a commitment to diversity, equity, and inclusion, we provide a supportive environment where you can thrive, alongside a comprehensive benefits package including generous pension contributions, performance bonuses, and ample holiday leave. Be part of our exciting journey to transform finance for good while developing meaningful relationships in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lloyds Banking Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Banking Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lloyds Banking Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lloyds Banking Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Banking Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lloyds Banking Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lloyds Banking Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
