AddressAs Business Development Manager you will be responsible for promoting IBOSS products and services relevant to prospective and existing clients, including IFA businesses and intermediaries across your territory.
These products and services will include DFM MPS, Multi Asset Fund range, AIM and Tailored solutions along with white label administration services.
Key Responsibilities:
- Prospecting, creating and managing relationships with new strategic partners.
- Generating new business and leads, focus on account retention, meeting and exceeding sales and profitability targets.
- Proactive strategic planning.
- Developing long term relationships, dealing with all queries from assigned clients and actioning appropriately.
- Targeting firms business inflows and ensuring KPI’s and targets are met and if not resolving issues as to why.
- Running regular business reviews and any other ad hoc meetings required by assigned accounts.
- Preparing documentation required by Accounts and liaising with the appropriate team to do so.
- Maintaining understanding in the industry, complying with the company rules and procedures and recording training.
- Part of your role may include the servicing of existing firms if deemed necessary by the business
- Working with the BDM team when implementation of a new account is needed in order to assist with the smooth transition of account into one writing business with IAM.
- Provide support for BDM team in the event of sickness or holiday on non-designated accounts.
- Upselling on existing clients, ensuring the best possible solutions are promoted to them whilst ensuring profitability for Kingswood Group
- Updating and maintenance of CRM system, to ensure sales funnel is kept up-to-date
Our benefits
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme
About Kingswood
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
Our Diversity, Equality and Inclusion commitment
At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
