About The Role
As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.
Key Responsibilities
* Develop, maintain and report on a panel of wealth management / IFA accounts.
* Initiate and develop business relationships, and agree an appropriate contact strategy with firms, to increase our distribution footprint.
* Visit wealth management / IFA accounts according to an agreed contact and engagement strategy, and as directed by the Divisional Sales Manager.
* Deliver agreed targets by business mix and volume within budget.
* Collaborate with the off-platform sales team to achieve the shared goal, placing the achievement of team and LV= goals above the achievement of personal goals.
* Contribute to the business plan, deliver business objectives and collaborate with the Savings & Retirement Distribution leadership team, and the wider business.
* Provide management information and market intelligence to support the development of the business plan.
* Ensure all activity with customers is consistently compliant and meets the required standards defined by the LV= Corporate Governance function.
* Develop and maintain an expert level of knowledge on the Retirement Income market.
* Maintain and develop knowledge of the holistic LV= retirement proposition, competitor product offerings, positioning and technical/sales skills to enhance personal effectiveness and efficiency.
About You
Essential requirements for the role:
* Experience working with advisers specifically in the advised platform market.
* Full understanding of how the intermediated distribution market operates.
* Awareness/experience of smooth fund solutions in the marketplace.
* Proven account management, and/or business development experience in advised platform market.
* Proven track record in negotiating/influencing and delivering to agreed sales targets in the IFA market.
* An understanding of the regulatory framework together with a good working knowledge of our regulator’s rules and compliance procedures.
Desirable:
* QCF Level 4 qualification desirable.
Rewards & Benefits
This role is a Band C in the LV= Structure.
* 30 days' holiday.
* A competitive bonus scheme based on company and personal performance.
* Car allowance.
* Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
* Competitive pension scheme – LV= Life and Pensions will double‑match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
* Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 × cover).
* Group Income Protection, if you enrol into the pension scheme and reach 5 years of service.
* Employee Assistance Programme (EAP) service for support when you need it.
* 24‑hour access to our virtual GP service.
* Shared parental leave.
* Up to 20% discount on our life products for you and your immediate family.
Equal Opportunity
We are proud of our inclusive culture at LV= and, as an equal‑opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have.
This role does not offer Skilled Worker Visa Sponsorship. Applicants must be eligible to work in the UK without sponsorship.
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