Intergenerational Planning Business Development Manager

Octopus Group; City of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment company in London is seeking a Business Development Manager to join their Intergenerational Planning team. The role focuses on building relationships with financial advisers, generating new business, and providing tailored services to clients. The ideal candidate will possess strong communication skills and a commitment to achieving KPIs, while enjoying hybrid working and competitive benefits.

Benefits

Competitive salary

Bonus and pension plan

Untracked holidays

Private medical insurance

Electric vehicle leasing

Qualifications

• Able to make complex concepts sound straightforward.
• Committed to meeting KPIs and targets.
• Exudes honesty and integrity.

Responsibilities

• Develop relationships with financial advisers.
• Work towards quarterly targets for asset retention.
• Provide tailored customer experiences.
• Manage multiple executor cases.
• Present products to clients effectively.

Skills

Strong communication skills

High self-motivation

Interpersonal skills

Clear communication style

Drive and ambition

Job description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus.

About the Role

About the role:

We’re looking for a BDM to work within our Intergenerational Planning team within our retail Sales and Customer Team.

The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, solicitors and executors of estates, supporting them and their clients through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our business objective to retain funds under management and provide industry leading service.

The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams. This is a role that can lead to a broad range of opportunities for growth and development.

What will you be doing?

• Develop and maintain relationships with a network of financial advisers, identifying new business opportunities and focussing on lead generation.
• Working towards a quarterly target to retain assets under management where suitable for the customer
• Providing a bespoke experience, tailoring your style to meet the needs of your customer
• Completing outbound calls and managing multiple executor cases.
• Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives
• Conduct meetings present our products, demonstrating how they can benefit both the adviser and beneficiaries
• Maintain a well organised pipeline, using data and insights to maintain detailed records.
• Work closely with internal and external sales managers in your region, to identify opportunities
• Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed

Qualifications

Ideally, you’ll have:

• Strong communication skills both verbal and written. You’re able to make the complex sound straightforward
• High self‑motivation, with a commitment to meeting KPIs and targets
• High quality interpersonal skills which emanate honesty and integrity
• A clear, concise and articulate communication style, with an ability to be influential when needed
• Drive, ambition, and self‑motivation

What we offer

• 💰 A competitive salary, bonus, pension and share incentive plan
• ✈️ Untracked holiday
• 🏡 Hybrid working – most of our people spend 50% of their time in the office
• ⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
• 👪 Up to 6 months paid parental leave regardless of gender
• ❤️ Life insurance, critical illness cover and income protection
• 🏥 Private medical insurance for you and your family
• 🚗 Electric vehicle leasing
• 🌍 The option to work overseas up to a month per year

Our Values

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio‑economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt‑in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.