Details:
- Salary: £55,000 - 60,000 - Annum
- Location: Crawley West Sussex
- Date: 1 month ago
Description:
People's Partnership have an exciting opportunity to join our growing team as a Intermediary Development Manager.
This role is a field based role working from the Midlands. You will work from home and will be expected to attend the Crawley office occasionally depending on business needs.
Experience in employee benefits is essential to the role.
Main Purpose:
This role focuses on new business acquisition. The main focus is on generating TPP business from regional IFAs, members of selected networks and national IFAs but will also be comfortable dealing with local corporate advisers, accountants, payroll bureau and direct employers. To implement, refine and monitor business plans building networks and relationships to ensure TPP is considered a viable selection for workplace pensions.
Skills & Experience:
Essential
* Experience of managing corporate IFA accounts
* Minimum of 3 years’ financial services experience in account management.
* QCF Level 3 (CFP, FPC, RPC) or AMPI.
* Experience of B2B.
* Extensive knowledge of pension products.
* Experience and understanding of sales processes.
* Ability to identify and convert new business opportunities.
* Influencing and negotiating with multiple decision makers.
* Ability to analyse reports and understand statistical information.
Desirable
* Progress towards Diploma in Financial planning and AF3 (or equivalent).
* Experience of managing accounts and relationships for multiple clients with strong current network of contacts.
* Self-starter with high degree of initiative
* Experience in managing project’s, campaigns, developing timetables and setting deadlines to achieve objectives.
* Work as part of a team to adapt and deliver results to meet targets and deadlines.
Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People's Partnership employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you