Business Growth Specialist

1 month ago


Stirling, Stirling, United Kingdom M&G plc Full time
About the Role

We are seeking a highly skilled Business Growth Specialist to join our team at M&G plc. In this role, you will play a key part in identifying and qualifying growth opportunities across our advice business.

Job Description

The primary focus of this position is assisting the Head of Business and Partnership Development in sourcing third parties that generate adviser meetings supporting our Wealth growth strategy. You will work closely with the Consultancy Manager and Business Development Manager to create materials and develop strategies optimising adviser effectiveness in both The Advice Partnership (TAP) and Sandringham Financial Partners (SFP).

Key Responsibilities
  • Support the Head of Business Development in sourcing new B2B and strategic partnerships.
  • Collaborate within the team to support presentations and data analysis.
  • Research, analyse and prepare proposition analysis/pitch material within agreed timescales using appropriate material and agreed criteria.
  • Provide proactive support on all trading campaigns, event follow-up and local initiatives to convert opportunities, achieve key targets and drive revenue.
  • BUILD AND STRENGTHEN RELATIONSHIPS WITH INTERNAL STAKEHOLDERS AND EXTERNAL STRATEGIC PARTNERS, NETWORKS, AND CONTACTS.
  • Maintain key databases, ensuring accurate updating of CRM as appropriate to hold up-to-date adviser account intelligence, insight and contact details.
  • Analyse information gained from advisers alongside internal data & MI to produce high-quality, accurate reports, presenting recommendations to influence future decisions.
Requirements
  • Good knowledge of the UK advice marketplace, competitors and products/services therein namely Platform, MPS and Investment, Tax wrappers and Compliance.
  • Understanding of the financial advice workplace i.e. the mechanics of an adviser's back office and an understanding of different adviser propositions, their processes and the key drivers for success.
  • Track record of relationship building and negotiation at a senior management level.
  • Articulate, well-presented individual with high-quality presentation and consultative selling skills, committed to delivering exceptional customer service.
  • Ideal candidate will have relevant professional qualifications gained in Financial Services or in an IFA-facing business.
  • A self-starter who demonstrates enthusiasm and commercial acumen with a 'can-do' attitude.
  • Ability to work confidently with data and maintaining critical systems such as CRM to agreed quality standards and pull together compelling analysis and reports.

This role offers a salary range of £40,000 - £60,000 per annum, depending on experience. We offer a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent.



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