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For Companies At a Glance
- Tasks: Build relationships with financial advisers and generate new business opportunities.
- Company: Join Octopus, a mission-driven company changing the world through innovation.
- Benefits: Competitive salary, hybrid working, wellness support, and generous parental leave.
- Why this job: Make a real impact in a role that offers growth and development opportunities.
- Qualifications: Strong communication skills and a self-motivated attitude are essential.
- Other info: Diverse and inclusive workplace committed to employee well-being.
The predicted salary is between 36000 - 60000 £ per year.
At Octopus, we are entrepreneurs and investors on a mission to back the people, ideas, and industries that will change the world. We think working here is great, but we are understandably biased.
About the Role:
We are looking for a Business Development Manager to work within our Intergenerational Planning team within our retail Sales and Customer Team. The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, solicitors, and executors of estates, supporting them and their clients through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our business objective to retain funds under management and provide industry-leading service.
The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams. This is a role that can lead to a broad range of opportunities for growth and development.
What will you be doing?
- Develop and maintain relationships with a network of financial advisers, identifying new business opportunities and focusing on lead generation.
- Work towards a quarterly target to retain assets under management where suitable for the customer.
- Provide a bespoke experience, tailoring your style to meet the needs of your customer.
- Complete outbound calls and manage multiple executor cases.
- Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives.
- Conduct meetings to present our products, demonstrating how they can benefit both the adviser and beneficiaries.
- Maintain a well-organised pipeline, using data and insights to maintain detailed records.
- Work closely with internal and external sales managers in your region to identify opportunities.
- Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed.
Qualifications:
- Strong communication skills both verbal and written. You are able to make the complex sound straightforward.
- High self-motivation, with a commitment to meeting KPIs and targets.
- High-quality interpersonal skills which emanate honesty and integrity.
- A clear, concise, and articulate communication style, with an ability to be influential when needed.
- Drive, ambition, and self-motivation.
What we offer:
- A competitive salary, bonus, pension, and share incentive plan.
- Untracked holiday.
- Hybrid working – most of our people spend 50% of their time in the office.
- Anchor (our wellness hub) which includes Headspace, one-to-one coaching through Wellness Cloud, Digital GP, employee assistance program & more.
- Up to 6 months paid parental leave regardless of gender.
- Life insurance, critical illness cover, and income protection.
- Private medical insurance for you and your family.
- Electric vehicle leasing.
- The option to work overseas up to a month per year.
Our Values:
At our core, we believe that how a company behaves is just as important as what it does. That is why we chose to become an accredited B Corp and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment, and shareholders – are considered in every decision we make.
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected, and empowered to be their authentic selves.
We are proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we will be happy to accommodate where possible.
Intergenerational Planning Business Development Manager in London employer: Octopus Group
Contact Detail:
Octopus Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Intergenerational Planning Business Development Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Be proactive in your approach! Instead of waiting for job openings, create your own opportunities by reaching out to companies you admire, like Octopus. Share how your skills can benefit their Intergenerational Planning team and express your enthusiasm for their mission.
✨Tip Number 3
Prepare for interviews by researching the company and its values. Understand their approach to intergenerational planning and think about how you can contribute. Tailor your responses to show how your experience aligns with their goals and culture.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression. Use this opportunity to reiterate your interest in the role and highlight any key points from your conversation that showcase your fit for the position.
We think you need these skills to ace Intergenerational Planning Business Development Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Intergenerational Planning Business Development Manager role. Highlight your relevant experience and skills that align with the job description, especially your communication skills and ability to build relationships.
Showcase Your Achievements: Don’t just list your responsibilities in previous roles; showcase your achievements! Use specific examples of how you’ve met or exceeded targets, retained clients, or generated new business. This will help us see the impact you can bring to our team.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate a straightforward communication style, so make sure your points are easy to understand and get straight to the point. Avoid jargon unless it’s relevant to the role.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to track your application and ensure it gets to the right people. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at Octopus Group
✨Know Your Stuff
Before the interview, make sure you’re well-versed in the intergenerational planning process and the services offered by Octopus. Familiarise yourself with their products and how they benefit financial advisers and clients. This will help you articulate your understanding and show that you’re genuinely interested in the role.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice explaining complex concepts in a straightforward manner. You might want to prepare examples of how you've successfully communicated with clients or colleagues in the past. This will demonstrate your ability to connect with others effectively.
✨Be Target-Oriented
As the role involves working towards quarterly targets, come prepared with examples of how you’ve met or exceeded KPIs in previous positions. Discuss your strategies for lead generation and maintaining client relationships, as this will highlight your self-motivation and ambition.
✨Emphasise Your Interpersonal Skills
The job requires high-quality interpersonal skills, so think about times when you’ve built strong relationships with clients or colleagues. Be ready to share these experiences during the interview, showcasing your honesty, integrity, and ability to tailor your approach to different individuals.
