Business Development Manager in Cardiff

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.

Accountabilities:

• 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.