Responsibilities

• Lead, manage, and motivate a team of Business Development Managers across the region to achieve sales targets and business growth objectives.
• Develop and implement strategic sales plans aligned with company goals, market trends, and changing financial adviser landscape.
• Provide coaching and ongoing development opportunities to team members, fostering a high-performance sales culture.
• Build and maintain strong relationships with financial advisers, wealth managers, and other key stakeholders.
• Monitor sales performance metrics, analyse data, and adjust strategies to optimise results.
• Collaborate with internal teams on delivering excellent service and ensuring compliance with regulatory standards.
• Lead on strategic projects related to market expansion, product launches, and client engagement initiatives.

Requirements

• Proven track record of successful sales management within the financial services or investment management sectors (life company for example)
• Experience managing and developing high-performing sales teams within a regional or national capacity.
• Strong understanding of the financial adviser landscape and current industry trends.
• Exceptional leadership, coaching, and communication skills.
• Strategic thinker with the ability to analyse data and implement effective sales strategies.
• Ability to build strong relationships with clients and internal stakeholders.
• Self-motivated with a results-oriented approach and the resilience to thrive in a competitive environment.

This opportunity offers a competitive package, including a comprehensive benefits package, ongoing professional development, and the chance to contribute to a forward-thinking organisation committed to excellence. If you are ready to lead a talented sales team and make a significant impact within the investment management industry, we invite you to apply today. Take the next step in your career with RMK Talent Solutions and join a company that values leadership and innovation.

Responsibilities

• Develop and execute comprehensive international business development strategies to expand the company's global presence.
• Identify new market opportunities and lead initiatives to penetrate emerging regions.
• Build and maintain strong relationships with international clients, brokers, and partners.
• Lead negotiations and prepare customised proposals aligned with client needs and company objectives.
• Coordinate with internal teams to ensure seamless delivery of services and solutions to international clients.
• Monitor industry trends, competitive landscape, and regulatory changes across different markets.
• Represent the company at international events, conferences, and networking opportunities.

Requirements

• Proven experience in business development within the offshore life insurance or financial services sector.
• Demonstrable success in expanding business across multiple international markets.
• Excellent negotiation and communication skills, with fluency in English; additional languages are a plus.
• Strong understanding of international regulations and compliance standards in the insurance industry.
• Strategic thinker with exceptional organisational and leadership qualities.
• Ability to work independently and collaboratively in a fast-paced environment.

Joining this organisation offers the opportunity to work with a forward-thinking company committed to professional growth and excellence. The role provides a competitive salary package, comprehensive benefits, and the chance to be part of a dynamic and evolving industry. If you are a motivated professional ready to lead international growth initiatives, we invite you to apply and become part of a team that values innovation, integrity, and success. Take the next step in your career with us today.

Ready to Take Your Career to the Next Level?

We are looking for an exceptional individual to join a dynamic international health and life insurance organisation operating across 120+ countries worldwide. As a regulated provider, the business delivers innovative insurance solutions to globally mobile individuals and multinational corporations.

This is an exciting opportunity to join a growing, internationally focused insurer with a strong reputation for technical excellence and service delivery.

Purpose of the Role

The Insurance Technician will support the underwriting team by delivering high-quality technical administration, documentation, and data processing.

The role ensures that policies (including invoices), endorsements, bordereaux, and claims data are accurate, compliant, and processed within agreed service levels—allowing underwriters to focus on pricing, placement, and client outcomes.

Within Group Life & Disability, this position plays a central role in scheme onboarding, census validation, premium processing, renewals, and mid-term adjustments across UK, EU, and international portfolios.

Key Responsibilities

Quote & Policy Administration

• Manage quote allocation to the underwriting team

• Prepare and issue policy documentation, endorsements, and renewals

• Send quotes, BRC documentation, and policies to BDMs/Brokers

• Process annual renewals and mid-term adjustments

Data Management & Quality Assurance

• Maintain accurate policy and claims records

• Validate census data and bordereaux

• Ensure high levels of documentation accuracy and compliance

Premiums, Billing & Reconciliation

• Process premium calculations and allocations

• Manage debtor administration and payment follow-ups

• Reconcile bordereaux and resolve discrepancies

• Ensure invoices are issued in line with agreed timelines

Claims & Finance Administration (UK Group Life Specific)

• Update claims systems and upload required documentation

• Support commission statement queries and investigations

• Liaise with finance where necessary

Underwriting Support

• Conduct KYC checks and escalate where required

• Manage shared inboxes and allocate queries appropriately

• Produce and issue BDX reports in collaboration with underwriters

Governance & Compliance

• Ensure adherence to internal policies and regulatory standards

• Maintain accurate audit trails

• Support data protection and GDPR compliance processes

Skills & Competencies

• Technical accuracy and strong attention to detail

• Excellent data handling capability

• Strong organisational and prioritisation skills

• Clear communication skills (written and verbal)

• Problem-solving mindset

• Customer-focused approach

• Team-oriented attitude

• Commitment to continuous improvement

Success Measures (KPIs & SLAs)

• Quotes, endorsements, and renewals issued within agreed SLAs

• Documentation accuracy ≥ 99%

• QA file pass rate ≥ 95%

• Bordereaux error rate ≤ 1%

• Reconciliation variances resolved within 5 working days

• Reduction in aged debt

• Zero material audit findings

• Positive internal and broker feedback

Experience & Qualifications

Essential:

• Experience in insurance operations or technical administration within an insurer, MGA, or broker (Group Risk or related lines preferred)

• Strong working knowledge of policy administration systems

• Advanced Microsoft Excel skills (VLOOKUP/XLOOKUP, Pivot Tables)

• Strong numeracy and proven accuracy in data processing

• Good understanding of the insurance policy lifecycle (quote–bind–issue–endorse–renew–cancel)

Desirable:

• Group Life & Disability experience

• Exposure to Lloyd’s / London Market processes

• Progress toward CII qualifications

• Experience handling sensitive health data under GDPR

Why Join?

• Competitive salary and benefits package

• Flexible hybrid working model

• Opportunity to work in a global, multi-time-zone environment

• Career development and professional growth opportunities

• Inclusive and collaborative culture

• Opportunity to work with innovative insurance solutions in an evolving international market

Responsibilities

• Assist in the implementation and ongoing monitoring of company-wide compliance policies and procedures.
• Support the team with AML/KYC checks in line with current regulatory frameworks.
• Ensure GDPR compliance is maintained across all relevant departments and processes.
• Contribute to the regular review and update of compliance documentation and risk assessments.
• Provide support during internal and external audits, demonstrating strong organisational skills.
• Maintain accurate and up-to-date records of compliance activities and correspondence.
• Keep abreast of changes in relevant regulations and industry best practices, sharing insights with the team.

Requirements

• Previous compliance experience, preferably within the insurance or broader financial services sector.
• Knowledge of wholesale international insurance compliance frameworks is highly advantageous.
• Working knowledge of AML / KYC frameworks and GDPR regulations.
• Strong organisational skills with a keen eye for detail.
• Excellent written and verbal communication abilities.
• High personal integrity and a proactive attitude towards compliance and risk management.

Joining this organisation offers the benefits of a supportive work environment, opportunities for professional development, and the chance to contribute to a company committed to maintaining high compliance standards. If you are eager to apply your compliance expertise within a forward-thinking organisation, we encourage you to submit your application today to be considered for this exciting opportunity.

A leading investment management firm is seeking an experienced sales professional to join its Strategic Partnerships (SP) team. This role will play a pivotal part in expanding the firm’s presence and inflows to their tax-advantaged investments through proactive engagement, business development, and strategic account management.

Key Responsibilities:

• Lead and manage designated Strategic Partnership accounts and paid engagement relationships

• Drive annual inflow growth per SP account

• Identify, screen, and onboard new Strategic Partners clients

• Respond to inbound client and paid engagement enquiries

• Plan and execute high-impact internal and external SP events

• Maintain a high level of engagement through webinars, face-to-face presentations, events, and roadshows

• Deliver advanced-level insights and training on tax-advantaged investments to both the SP and retail sales teams

• Present regularly at internal sales meetings with self-produced content

• Develop and produce high-quality written materials and marketing content

• Collaborate with the broader sales team to execute firm-wide SP initiatives

• Monitor market trends to identify new opportunities and generate relevant content

• Ensure full compliance with internal procedures, policies, and industry standards

About You:

• Proven background in a IFA Strategic Partnerships or IFA Business Development role

• Strong public speaking and presentation skills

• Strategic mindset with the ability to identify growth opportunities

• Confident in delivering training and creating original content

• Familiar with compliance and best practices in a regulated investment environment

This is an exciting opportunity for a driven and knowledgeable investment professional looking to make a meaningful impact within a high-performing team.

Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!

The Day-to-Day:

The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.

This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.

What are they seeking?

• Consistent and quantifiable individual sales success with stock market investors
• Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF)
• Minimum of five years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business
• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; "money is a measure of success" mentality
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities
• High activity orientation and exceptional work ethic
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive

If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you. 

As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with HNW & UHNW clients.

Key Responsibilities:

• Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
• Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.

Client Relationship Management:

• Nurture and expand client relationships through effective communication and tailored financial guidance.
• Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
• Market Analysis and Investment Strategy:
• Stay abreast of market trends, economic indicators, and regulatory changes.
• Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.

Risk Management:

• Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
• Collaborate with clients to establish contingency plans for unforeseen circumstances.

Tax Planning:

• Work closely with clients to optimise tax strategies and minimise liabilities.
• Stay informed about tax code changes and their potential impact on clients' financial plans.

Team Collaboration:

• Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
• Share insights and best practices to contribute to the collective expertise of the organisation.

Qualifications:

• Bachelor's degree ideally in Finance, Business, or related field.
• Minimum Level 6 CII, CISI or LIBF qualification
• Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
• In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
• Strong analytical, interpersonal, and communication skills.

Benefits:

• Competitive compensation package including potential Partnership
• Health and retirement benefits.
• Professional development opportunities.
• Collaborative and dynamic work environment.

Responsibilities

• Preparing and reviewing comprehensive financial planning reports and recommendations for clients.
• Gathering and analysing client data to develop tailored financial strategies.
• Collaborating and supporting Financial Advisers to ensure smooth client service delivery.
• Assisting in the review and maintenance of client financial plans.
• Keeping up-to-date with industry regulations, products, and market developments.
• Ensuring compliance with relevant legislative and regulatory requirements.
• Managing and maintaining accurate client records and documentation.

Requirements

• Proven experience as a Paraplanner within a financial planning or wealth management environment.
• Strong understanding of financial products, legislation, and compliance standards.
• Excellent organisational skills with the ability to manage multiple client files efficiently.
• Attention to detail and high-quality report-writing capabilities.
• Qualifications such as level 4 CII/LIBD/CISI are highly desirable.
• Effective communication skills, both verbal and written.
• Proactive attitude with a commitment to ongoing professional development.

This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.

If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today.

Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

The Opportunity
We are seeking an experienced and driven Investment Specialist/Regional Sales Manager to work with pre-qualified, high-net-worth leads. You will be responsible for engaging prospective clients, qualifying opportunities, and scheduling face-to-face meetings. Your goal will be to secure new clients and assets for the business through a consultative sales approach.

This is a highly entrepreneurial role requiring extensive client contact and strategic selling — but no cold-calling. You will be supported by specialist portfolio management and client service teams who handle onboarding, account management, and retention, allowing you to focus on new business generation. You will report directly to a senior leader.

Your Qualifications

• Demonstrated and measurable individual sales success with stock market investors.

• QFA (or equivalent) qualified

• 5+ years’ proven experience selling to high-net-worth individuals.

• Quantifiable track record in closing new investor business.

• Goal-oriented with a mindset that values achievement and results.

• Calculated risk-taker, resilient through both wins and setbacks.

• Exceptional closing skills and documented sales ability.

• Positive, solutions-focused approach to challenges.

• Persistent and proactive, with a high activity level.

• Strong interpersonal skills with the ability to connect with diverse audiences.

• Highly ethical and professional in all dealings.

Are you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a privately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Senior Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

*Trainee Financial Adviser opportunity - FAST-TRACK PROGRAMME - UK Wide***

Are you currently CII/CISI/LIBF Level 4 qualified keen and ready to move into an Adviser role? If so this may be the opportunity you are seeking!

We are hiring for Qualified Trainee Financial Advisers for a new, fully funded training academy (13 months guaranteed income). This is a fantastic opportunity to enter a structured academy programme that will support you developing the necessary skills to help launch you're Adviser career - including client introductions - required to become a successful financial adviser. In this academy you will:

• Develop core skills and behaviours relevant to the job role
• Enjoy the support of a structured learning programme
• Have access to industry leading learning content and experienced tutors
• Receive guidance from experienced colleagues throughout your journey
• Develop the expertise to engage, interact with, and ultimately advise clients
• Receive all the tools required to excel in your new financial services career
• Build a successful financial services practice
• Gain access to lead generation to assist in the early days of your advising career
• Reduction in fees and access to business support functions such as marketing

So, what’s the criteria of entry for the academy programme?

You should have a strong desire to develop yourself and to help others achieve their financial goals.

While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only.

You need to be committed to applying yourself diligently.

The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university.

Regardless of your background there are some key characteristics we look for in applicants. These are…

• A history of academic achievement
• Entrepreneurially minded
• Ability to demonstrate an interest in the financial services industry and in particular advice & planning
• Commitment, drive and passion
• An enthusiasm to engage with people and understand them better
• A natural curiosity
• Self-motivated
• An ability to communicate clearly and concisely
• Excellent time management and organisational skills

You must be open to a self-employed position with the knowledge this can come with a variable income.

Responsibilities

• Identify and generate new business opportunities within the EIS, VCT, and business relief. 
• Develop and maintain strong relationships with financial advisers, partners, and clients.
• Create tailored proposals and presentations to promote the company’s investment products and solutions.
• Keep abreast of industry trends, competitor activities, and market developments to inform strategies.
• Meet and exceed set sales targets and KPIs to contribute to company growth objectives.
• Collaborate with internal teams to ensure seamless delivery of client solutions and post-sales support.
• Participate in industry events, seminars, and networking activities to enhance market presence.

Requirements

• Proven experience in IFA sales and business development (ideally within the EIS, VCT, property, or structured products sectors).
• Strong understanding of financial investment products and Regulatory Environment.
• Excellent communication, negotiation, and interpersonal skills.
• Proactive approach to identifying and securing new opportunities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Existing network within the financial advisory or investment community is desirable.

Joining this organisation offers a competitive salary package, bonus opportunities, and ongoing professional development. You will be part of a supportive team committed to excellence and growth, with the chance to make a significant impact within the company’s strategic objectives. If you are a motivated and experienced business development professional with sector-specific expertise, we encourage you to apply now and take the next step in your career with our client.

If so, we are working with one of the UK’s leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers:

• Flexibility to balance work and family life effectively.
• Lucrative financial perks coupled with avenues for advancement.
• Personal fulfillment derived from engaging in meaningful and gratifying work.
• Currently, the client is seeking candidates for its full-time programme. 

Successful applicants will gain:

• Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
• Entry into a self-employed Adviser role upon qualification building your own empire.

If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field. Alternatively, if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector.

If you resonate with the following statements, we'd love to connect with you:

• I aspire to establish my own venture as a financial planner.
• I'm considering a career switch or re-entering the workforce.
• I possess a strong work ethic, diligence, and attention to detail.
• I am ethically inclined and committed to adhering to regulations.
• I excel in communication and relationship-building.

Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in:

• Cultivating new client opportunities to expand your clientele.
• Guiding clients towards prudent financial decisions aligned with their objectives.
• Crafting comprehensive financial plans to steer clients towards their goals.
• Offering counsel on contemporary financial matters and providing recommendations.
• Cultivating new business avenues and fostering introducer relationships.
• Tailoring financial strategies to accommodate clients' evolving requirements.
• Nurturing enduring client relationships and upholding industry knowledge.

Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.

Responsibilities

• Assist the sales team with data analysis, reporting, and forecasting to support sales strategies and decision-making.
• Provide support to key clients by managing queries, preparing reports, and ensuring efficient communication channels.
• Utilise Excel to compile, analyse, and visualise data, supporting strategic initiatives with accurate insights.
• Coordinate and facilitate regular updates and meetings with stakeholders, ensuring timely delivery of information.
• Maintain and update CRM and other relevant databases, ensuring data accuracy and integrity.
• Support the team in preparing presentations and sales documentation as needed.

Requirements

• Strong analytical skills with experience working in data-intensive environments.
• Proficiency in Excel, including advanced functions such as pivot tables, VLOOKUPs, and data visualisation.
• Excellent communication and organisational abilities, with a proactive approach to work.
• Prior experience supporting sales teams or client management is advantageous.
• A curious mindset with the ability to work independently and ethically in a demanding environment.
• Experience within investment management or related financial services is desirable, but not essential.

Joining this organisation means becoming part of a reputable firm that values professionalism, innovation, and employee development. You will benefit from a competitive salary, ongoing professional growth opportunities, and a positive supportive team environment where your skills can truly make an impact.

If you are a driven individual with a passion for data, sales support, and analytics, we encourage you to apply for this exciting role today. Take the next step in your career with RMK Talent Solutions and help us find the perfect fit for your talents.

We are seeking a driven, entrepreneurial professional with a strong focus on partnerships to lead sales growth and market expansion across the UK for our client’s group life and health products. The ideal candidate will be a strategic thinker with expertise in cross-border financial products and a proven track record in business development.

ROLE AND RESPONSIBILITIES:

• Identify and develop new business opportunities within the UK & EU market for the new product.

• Build and maintain strong relationships with key stakeholders, including brokers, intermediaries, clients, and strategic partners.

• Conduct market research to understand client needs and the competitive landscape.

• Develop and execute strategic sales plans to achieve revenue targets and increase market share in the UK regions.

• Present and communicate the value proposition of the new product to prospective clients.

• Negotiate and close deals with potential clients.

• Provide feedback to the product development team to ensure alignment with market needs.

• Participate in industry events, conferences, and seminars to network and promote the company's offerings.

• Prepare regular reports on sales activities and progress toward targets.

• Segment the market and identify high-potential sectors and companies for targeted outreach.

• Provide training and support to internal teams and clients regarding product features and benefits.

• Contribute to business planning by developing accurate sales forecasts.

• Act as the main point of contact for clients, providing exceptional customer service throughout the sales process and beyond.

• Deliver tailored presentations and product demonstrations to prospective clients.

• Stay informed on industry trends, competitive products, and market shifts, sharing insights with the broader team to promote continuous learning.

• Collaborate with product and marketing teams to create promotional materials, sales collateral, and communication strategies.

• Ensure the successful closing of deals and seamless onboarding of new clients.

SKILLS AND COMPETENCIES:

• Strong communication, negotiation, and presentation skills.

• Ability to build and maintain long-term relationships with clients and key stakeholders.

• Highly motivated, with the ability to work independently and as part of a team.

• Proven track record of achieving sales targets and driving business growth in the UK market.

• Established network within the industry.

QUALIFICATIONS AND CERTIFICATIONS:

• A business degree in a related field.

• A minimum of 2 years of experience in a similar role within the insurance industry, specifically handling group life and health or related insurance products.

Responsabilities

• Engage and develop relationships with financial advisers to promote the company's investment products and services.
• Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.
• Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.
• Consistently meet activity, KPI, and sales targets aligned with business goals.
• Develop a comprehensive understanding of the company’s investment offerings and market positioning.
• Provide excellent client service through proactive follow-up of event leads and marketing campaigns.
• Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.
• Partner with internal teams and external advisers to share best practices and optimise campaign strategies.
• Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.
• Assist the Head of Sales with client meetings and field-based support as required.
• Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.

Requirements

• Minimum of 2 years’ sales experience within Financial Services, preferably with IFAs or investment management firms.
• Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred).
• Strong communication and interpersonal skills, capable of building professional B2B relationships.
• Motivated, positive, and proactive attitude with a focus on achieving results.
• Excellent organisational and time management skills, with the ability to prioritize effectively.
• Analytical mindset with critical thinking ability.
• Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management.

This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. 

If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.