Business Development Manager (SIPP/SASS)

Our client is currently seeking an experienced Business Development Manager, ideally with SIPP/SASS

Initially this will be a home–based role however, when Covid restrictions are lifted it will revert to a field–based role. This role covers the South West, including some parts of West London and South Wales. Therefore the successful candidate will live in the South west of England.

Your role:

Promote and sell SIPP, SimplySIPP & SSAS products to Financial Advisers

Interrogation of marketing information, existing databases, FCA website, Financial Adviser websites and any other sources of information to identify business development opportunities. Including analysis of data produced from every Financial Adviser emailing, website hit data & monthly reports

Work pro–actively and contact, call and meet in person Financial Advisers that have existing SIPP & SSAS clients

Establish new FA relationships

Keep relevant databases including Workbooks up to date daily with all actions taken (calls, emails, meetings, teleconferences) and ensure all leads are followed up

Set up and maintain an accurate "pipeline" of potential enquires

Generate reports detailing activities undertaken in the month

Where requested, review and engage with "Execution Only" clients by phone/email

Ensure all activities meet with FCA requirements and keep appropriate records of all activities

Making any press comment unless subject to prior sign off

Making comment or advising on the suitability of a SIPP or SSAS

Build a network of business contacts including surveyors, solicitors,

Systematically capture, maintain and use financial adviser information to inform future sales activity by others, involving recording all activities (e.g. meetings, telephone calls) on
The person:

Essential

Thorough understanding of financial adviser market

Excellent networking, relationship development & management skills

Confident, self–motivated and organised with tenacity, drive & resilience

Previous sales experience or similar role

Good time management skills

Can do attitude and takes pride in work

Ability to work in a team, and with all staff, towards targets

Excellent listening & communication skills

Ability to work on own initiative

Attention to detail
Desirable

Knowledge of SIPP or SSAS market

Marketing and product development skills

Certificate in Financial Planning is desirable

Be working towards J04, J05 or AF3 (or equivalent)

Presentation skills

LinkedIn profile and understanding of how to maximise connections