Business Development Manager

1 month ago

Birmingham, United Kingdom Access Financial Services Full time

Responsible to:

Managing Director


Highlights:

Are you looking for a new challenge and looking for career development within a fast paced, quickly growing FS firm. With doubling revenues over the last 3 years Access Financial Services is well on its way to becoming a reputable leader in the industry and needs someone who can help the company grow and help develop the best mortgage brokers and protection advisers in the UK.


Job Purpose:

To work with the various businesses/brokers and advisers that make up Access FS, to ensure that they maximise the opportunities that being part of Access affords them. To recruit new advisers to the company. To nurture new relationships and introducers.



Key Responsibilities:


  • Maintain Relationships with members of Access FS


  • Regularly visiting the business premises of the members, and spending time in their offices to observe methods of operations and sales, and ensuring that the practises are fit for purpose. Recommending improvements as appropriate. In particular, developing an excellent working relationship.


  • Becoming the first point of contact within Access for any sales and operational queries.  


  • To manage, support and develop the relationship with the advisers and to deliver increased revenue, ensure the retention of clients, ensuring clawbacks are kept to a minimum and generally to assist in achieving the objectives in line with the agreed business plans.


  • To constantly look for new opportunities to expand the services to maximise revenue for all parties.


  • To recruit new advisers


Ongoing Support:

 

  • Ensuring that the Advisers are making full and efficient use of any IT systems/CRM’s provided by Access, including that all data for a compliant sale is provided.


  • Ensuring that MI is produced sufficient to review the performance of the team members and that any actions/performance plans resulting therefrom are actioned.


  • To assist advisers on the ground with help on placing specific cases.


Compliance Support:

 

  • To work within the business to ensure delivery within good practise and to ensure great customer outcomes consistent with the principals of Consumer Duty as set out in the /FCA guidelines.


  • To support compliance and training where weaknesses are identified or CPD is required.


  • Work with the compliance function to look for trends, and advise accordingly.


Attributes and Qualifications:


  • A need to work collaboratively and constructively with all members of staff particularly the executive management team, offering guidance and support in implementing new procedures and practices.


  • Ability to coach, supervise and develop people. 


  • Self motivated, and able to prioritise own workload.


  • Comfortable with working remotely, but actively wanting to meet people in person.


  • Ability to travel, drive


  • Good working knowledge of FCA regulations.


  • CeMap qualified, and with knowledge of protection &general insurance.


  • Several years’ experience in a financial services business or environment.


  • May suit an ex-adviser or current adviser. 


Salary:

Depending on Experience and Skill level.

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