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. Principally, you will be responsible for targeting the adviser market in the designated region in order to generate new business for Transact and to encourage repeat business from our existing users. You will also be fostering and strengthening relationships with our current users to encourage the adviser to place more funds onto the Transact platform through professional support.
Key areas of responsibility
The Business Development Manager is responsible for generating profitable sales of the Transact service to independent financial advisers. This starts by the identification of key business opportunities for our business and then by educating & informing advisers about the client, and adviser firm benefits of using Transact.
You will be responsible for:
* Maintaining effective business relationships with our existing client base which consists of UK authorised advisers, with the aim of developing 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.
* Maintaining effective business relationships with our existing client base to maximise 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.
* Liaising in detail with both the Adviser Support Managers and the regional client operations teams so that opportunities are identified and effective coordination is in place, to maximise the potential 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 place in it. You should have the ability to inspire confidence in our new and existing users, gaining a thorough understanding of their businesses 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 a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to 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, like Mrs Miggins, at the heart of everything we do.
Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024)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 East Anglia region. You must have a full, clean driving license and be prepared to travel.
Equal Opportunities
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.