Business Development Manager

Job Title

Business Development Manager

Company

Lloyds Banking Group (Scottish Widows)

Location

Wales / Bristol and surrounding areas

Employment Type

Full time

End Date

Thursday 25 June 2026

Salary

Competitive Package. Salary Range £0 – £0

Flexible Working

Flexible working options including job share, variable hours.

Responsibilities

• Develop and manage relationships with existing and new intermediaries in Cardiff, Bristol, and South West.
• Achieve sales and retention targets for Platform and our SW Fund range of multi‑asset funds.
• Formulate and implement effective business plans, identifying opportunities within the defined segment of accounts.
• Lead sales approach, coordinate activities with each account, and develop multi‑level contact strategies.
• Provide referrals for Workplace or Protection opportunities and collaborate with other teams.
• Ensure compliance with risk and regulatory requirements and operate within Lloyds Banking Group policies.
• Engage with Scottish Widows specialist resources to enhance business opportunities.

Qualifications & Experience

• 5+ years of experience in financial services, focusing on investment platforms or platform‑based solutions.
• Strong business development and relationship skills within an intermediary environment.
• Excellent presentation and interpersonal skills, competent in face‑to‑face, telephone, and virtual settings.
• Ability to lead a pitch team and present tailored solutions to clients.
• Strong understanding of market insight, regulatory, technical and legislative changes in the intermediary market.
• Achievement of CII/PFS Level 4 qualification is desired.

Benefits

• Generous pension contribution up to 15%.
• Annual performance‑related bonus.
• Share schemes including free shares.
• 30 days holiday with bank holidays, plus additional flexibility on leave.
• Well‑being initiatives and parental leave policies.

Equality and Inclusion

We are a Disability Confident Leader and guarantee interviews for applicants with disabilities, long‑term health or neurodivergent conditions through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers.

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