Business Development Manager - Northern Home Counties, Norwich
Client:
Transact
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
4c3b77fa3b84
Job Views:
9
Posted:
22.01.2025
Expiry Date:
08.03.2025
Job Description:
Covering the Northern Home Counties, 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 to encourage repeat business from our existing users while fostering and strengthening relationships with our current users.
Key areas of responsibility:
* Maintaining effective business relationships with our existing client base which consists of UK authorised advisers, aiming to develop an extensive and widening client base for Integrated Financial Arrangements.
* Pro-actively 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 & adviser firms to encourage new clients.
* Maximising business volume from our existing supporters.
* 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 making use of 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.
Requirements
Liaising in detail with both the Adviser Support Managers and the regional client operations teams to identify opportunities and ensure effective coordination for profitable growth. This opportunity would be ideal for an individual already working in the wrap platform industry with a good understanding of Transact’s place in it. You should have the ability 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 a determination to succeed. You must have a strong customer focus with the proven ability to establish and maintain strong client and inter-personal relationships. Ideally, you will be Level 4 qualified.
About Us
Transact is the leading independent investment wrap platform in the UK, established in 2000. We manage over £64.1 billion of funds on behalf of over 8,000 advisers and 235,000 investor clients. Our service includes an online platform and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax-efficient way. We offer access to a wide range of tax wrappers and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases, and sales are all supported via Transact Online, available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We are consistently rated the number one investment platform by advisory professionals in the UK.
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave, and sponsorship of relevant professional qualifications.
This role is home-based and will cover the Northern Home Counties 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.
#J-18808-Ljbffr