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Business Development Manager - East Anglia, Norwich
Client:
Transact
Location:
East Anglia
Job Category:
Other
EU work permit required:
Yes
Job Reference:
27ec447f253f
Job Views:
5
Posted:
13.02.2025
Expiry Date:
30.03.2025
Job Description:
Covering the East Anglia region, we have a fantastic opportunity to join the Sales team of the leading independent wrap platform as a Business Development Manager. You will be responsible for targeting the adviser market in the designated region to generate new business for Transact and encourage repeat business from our existing users. You will also foster and strengthen relationships with our current users to encourage advisers to place more funds onto the Transact platform through professional support.
Key areas of responsibility:
* Maintaining effective business relationships with our existing client base, which consists of UK authorised advisers, to develop an extensive client base for Integrated Financial Arrangements.
* Proactively pursuing new prospects for the Transact service and converting these to actual new business.
* Contributing to the achievement of sales targets by developing relationships with advisers and adviser firms to encourage new clients.
* Following up on marketing activity (e.g., Conferences & Seminars) to ensure that the information disseminated has the desired impact and results (i.e., new users).
* Interrogating and effectively utilizing our internal and external MI on a consistent and regular basis.
* Achieving sales targets and contributing to the adoption of the sales strategy in response to changing market conditions.
* Liaising with both the Adviser Support Managers and the regional client operations teams to identify opportunities and coordinate effectively for profitable growth.
Requirements:
This opportunity would be ideal for an individual already working in the wrap platform industry with a good understanding of Transact’s position. You should be able to inspire confidence in our new and existing users, gaining a thorough understanding of their business requirements. You need to be a confident, assertive individual with a tenacious attitude and determination to succeed. A strong customer focus with the proven ability to establish and maintain strong client and interpersonal relationships is essential. Ideally, you will be Level 4 qualified.
About Us:
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive, and open-minded. We continually challenge the way we do things to maintain our market-leading status.
As a customer-centric and client-focused business, we put our clients at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, supported by unrivalled personal service.
This role is home-based and will cover the East Anglia region. You must have a full, clean driving license and be prepared to travel.
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.
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