Business Development Manager - Wealth
This is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team, working within our Advisory Distribution function. In this role, you’ll be responsible for strengthening and developing relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England. You’ll also play a vital part in fostering internal collaboration within Aviva Life Company, ensuring a seamless ‘One Aviva’ experience for our mutual clients.
A bit about the role:
Your responsibilities will include representing and selling Aviva Investors’ investment capabilities and products to UK Wholesale clients, building a robust pipeline of new business opportunities, and maintaining accurate records of sales activity and client meetings using internal systems such as Salesforce and Qlik.
In this role, you’ll be responsible for strengthening and developing relationships with key Independent Financial Advisers (IFAs) and Strategic Partners across the North of England. You’ll also play a vital part in fostering internal collaboration within Aviva Life Company, ensuring a seamless ‘One Aviva’ experience for our mutual clients.
You will be expected to deliver on sales targets across Multi Asset Funds, MPS and other single asset class capabilities, collaborate effectively with internal teams including Investments, Marketing, Client Services and MI Reporting, and act as the voice of our clients by identifying trends in the UK Wholesale market. Additionally, you will work closely with Business Development Associates to strengthen regional relationships and support new business development, while also mentoring them to enhance their professional growth. Achieving specific client activity targets and developing effective client panels will be key to your success in this role.
This is a home-based role which requires travel to our regional offices across Sheffield, York, Liverpool, Manchester, and Leeds).
Skills and experience we're looking for:
- Strong knowledge of regulated asset management products and services, with particular expertise in Multi‑Asset investments
- Level 4 Diploma in Regulated Financial Planning, IMC, or equivalent qualification
- In‑depth understanding of the UK IFA landscape, with an established and demonstrable network of contacts
- Proven commercial sales acumen, with the ability to analyse and distil data into clear, compelling insights
- Confident and motivated self‑starter, able to generate new leads and build prospective client relationships, including via in-person and phone‑based engagement
What you’ll get for this role:
- Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in
- Eligibility for annual performance bonus
- Family friendly parental and carer’s leave
- Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days
- Up to 40% discount for Aviva products
- Aviva-funded Private Medical Benefit to help you get expert support when you need it
- Aviva Matching Share Plan and Save As You Earn scheme
- 21 volunteering hours per year
In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.
Aviva is for everyone:
We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.
We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
To find out more about working at Aviva take a look here.
We’d love it if you could submit your application online. Please ensure that you have attached an up to date CV and/or updated your professional profile on Workday as we cannot submit your application without this . If you require an alternative method of applying, send an email to [email protected].
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Skills Required
- Strong knowledge of regulated asset management products and services
- Level 4 Diploma in Regulated Financial Planning, IMC or equivalent
- Understanding of the UK IFA landscape with established contacts
- Proven commercial sales acumen and data analysis skills
- Ability to generate leads and build client relationships
What We Do
Aviva is a multinational insurance and financial services company, offering a diversified range of products including insurance, wealth management, and retirement solutions. It is the UK's leading diversified insurer.
