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intermediary sales manager
Pure Resourcing Limited
Telephone Business Development Manager
Pure Resourcing Limited
Telephone Business Development Manager - Bridging Finance Up to £38k Basic + Commission + Benefits Opportunity to progress into a field based BDM role Are you an ambitious, target driven internal / telephone based BDM that aspires to move into a field based role? Do you have experience of promoting bridging finance products to mortgage / finance brokers? Do you enjoy building relationships over the phone and helping brokers find the right lending solutions? We are looking for a motivated Internal Business Development Manager to join a rapidly growing specialist property finance lender. Office based, you'll support and grow relationships with intermediaries, including mortgage brokers and specialist finance brokers, promoting a range of bridging finance products over the phone (residential bridging, commercial and semi commercial bridging). This is a great opportunity for someone early in their intermediary sales career to develop within a fast growing, supportive team. The Role As an Internal Bridging Finance BDM, you will: Build and maintain relationships with intermediaries by phone and email, acting as a key point of contact for brokers. Promote the lender's bridging finance products - including residential bridging, commercial, semi-commercial, and auction finance, over the phone and in virtual meetings. Respond to broker enquiries, provide product information, and help progress new business opportunities. Make proactive outbound calls to existing and prospective brokers to generate enquiries and build the pipeline. Work closely with the wider sales and underwriting teams to support brokers through the lending process. Keep up to date with the lender's products and the bridging finance market. Experience Required Previous experience in a telephone based business development role. Proven experience of promoting bridging finance products. Confident telephone manner, with excellent communication and relationship-building skills. A proactive, target-driven mindset and a genuine desire to develop a career in property finance. Good organisational skills and the ability to manage multiple enquiries effectively. Comfortable working as part of an office based team.
Jun 30, 2026
Full time
Telephone Business Development Manager - Bridging Finance Up to £38k Basic + Commission + Benefits Opportunity to progress into a field based BDM role Are you an ambitious, target driven internal / telephone based BDM that aspires to move into a field based role? Do you have experience of promoting bridging finance products to mortgage / finance brokers? Do you enjoy building relationships over the phone and helping brokers find the right lending solutions? We are looking for a motivated Internal Business Development Manager to join a rapidly growing specialist property finance lender. Office based, you'll support and grow relationships with intermediaries, including mortgage brokers and specialist finance brokers, promoting a range of bridging finance products over the phone (residential bridging, commercial and semi commercial bridging). This is a great opportunity for someone early in their intermediary sales career to develop within a fast growing, supportive team. The Role As an Internal Bridging Finance BDM, you will: Build and maintain relationships with intermediaries by phone and email, acting as a key point of contact for brokers. Promote the lender's bridging finance products - including residential bridging, commercial, semi-commercial, and auction finance, over the phone and in virtual meetings. Respond to broker enquiries, provide product information, and help progress new business opportunities. Make proactive outbound calls to existing and prospective brokers to generate enquiries and build the pipeline. Work closely with the wider sales and underwriting teams to support brokers through the lending process. Keep up to date with the lender's products and the bridging finance market. Experience Required Previous experience in a telephone based business development role. Proven experience of promoting bridging finance products. Confident telephone manner, with excellent communication and relationship-building skills. A proactive, target-driven mindset and a genuine desire to develop a career in property finance. Good organisational skills and the ability to manage multiple enquiries effectively. Comfortable working as part of an office based team.
Synchronicity Group
Business Development Manager - SIPP (UK Wide)
Synchronicity Group Bristol, Somerset
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
Jun 30, 2026
Full time
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
STELLAR SELECT
Regional Account Manager
STELLAR SELECT
Job Title: Regional Account Manager Location: Field-based - covering the London, Hertfordshire and Bedfordshire Salary: up to 90,000 basic DOE + commission Hours: Monday to Friday 9 am to 5.30 pm Benefits: Competitive pension, life assurance, private medical, dental, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option PerkBox rewards, refreshments, and social/team events Excellent development and career progression opportunities About the position of Regional Account Manager: Are you an experienced Business Development Manager who enjoys taking ownership, building strong relationships, and driving new lending opportunities? Do you thrive in a fast-paced lending environment where broker relationships, deal flow, and risk appetite are key to success? The successful candidate will have exposure to bridging finance and a strong understanding of this specialist lending area. You will be responsible for covering Central London and North London, as well as Hertfordshire, Bedfordshire, Buckinghamshire, and Cambridge. Responsibilities for the role of Regional Account Manager: Generate, manage, and develop new lending opportunities across Central & North London, Hertfordshire, Bedfordshire, Buckinghamshire, and Cambridgeshire Build and maintain strong relationships with mortgage intermediaries, professional introducers, and direct borrowers within your region Manage deal flow and maintain a robust bridging finance sales pipeline to achieve and exceed targets Work closely with the Head of Sales and internal teams to organise your diary, with a strong focus on face-to-face meetings Respond to new business enquiries via phone and email, ensuring accurate CRM recording and high-quality service to broker partners Develop strong knowledge of products, criteria, lending policy, and broker portal to support and train intermediary partners Ensure compliance with TCF and Responsible Lending policies at all times Attend industry events, roadshows, and Head Office meetings when required Monitor market trends and competitor activity, feeding insights back to support product development Experience and skills required for the role of Regional Account Manager: Proven track record of achieving and exceeding sales targets in a fast-paced environment, with strong negotiation, presentation, and objection-handling skills Strong knowledge of bridging finance (and wider specialist finance advantageous) with ability to structure and progress complex deals Excellent communication skills, with strong commercial awareness and proficiency in Microsoft Office (Word, Excel, Outlook) Solid understanding of FCA/PRA regulation, AML, TCF, Data Protection, and Responsible Lending requirements Highly motivated, detail-oriented, resilient under pressure, and able to work independently and within a team, with willingness to travel For more information regarding the role of Regional Account Manager , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Jun 30, 2026
Full time
Job Title: Regional Account Manager Location: Field-based - covering the London, Hertfordshire and Bedfordshire Salary: up to 90,000 basic DOE + commission Hours: Monday to Friday 9 am to 5.30 pm Benefits: Competitive pension, life assurance, private medical, dental, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option PerkBox rewards, refreshments, and social/team events Excellent development and career progression opportunities About the position of Regional Account Manager: Are you an experienced Business Development Manager who enjoys taking ownership, building strong relationships, and driving new lending opportunities? Do you thrive in a fast-paced lending environment where broker relationships, deal flow, and risk appetite are key to success? The successful candidate will have exposure to bridging finance and a strong understanding of this specialist lending area. You will be responsible for covering Central London and North London, as well as Hertfordshire, Bedfordshire, Buckinghamshire, and Cambridge. Responsibilities for the role of Regional Account Manager: Generate, manage, and develop new lending opportunities across Central & North London, Hertfordshire, Bedfordshire, Buckinghamshire, and Cambridgeshire Build and maintain strong relationships with mortgage intermediaries, professional introducers, and direct borrowers within your region Manage deal flow and maintain a robust bridging finance sales pipeline to achieve and exceed targets Work closely with the Head of Sales and internal teams to organise your diary, with a strong focus on face-to-face meetings Respond to new business enquiries via phone and email, ensuring accurate CRM recording and high-quality service to broker partners Develop strong knowledge of products, criteria, lending policy, and broker portal to support and train intermediary partners Ensure compliance with TCF and Responsible Lending policies at all times Attend industry events, roadshows, and Head Office meetings when required Monitor market trends and competitor activity, feeding insights back to support product development Experience and skills required for the role of Regional Account Manager: Proven track record of achieving and exceeding sales targets in a fast-paced environment, with strong negotiation, presentation, and objection-handling skills Strong knowledge of bridging finance (and wider specialist finance advantageous) with ability to structure and progress complex deals Excellent communication skills, with strong commercial awareness and proficiency in Microsoft Office (Word, Excel, Outlook) Solid understanding of FCA/PRA regulation, AML, TCF, Data Protection, and Responsible Lending requirements Highly motivated, detail-oriented, resilient under pressure, and able to work independently and within a team, with willingness to travel For more information regarding the role of Regional Account Manager , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
The Portfolio Group
Client Relationship Executive
The Portfolio Group City, Manchester
THE OPPORTUNITY This is a once in a career opportunity for an exceptional counselling professional to join a truly Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation, Health Assured. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland. Part of the global Peninsula Group, with 14 operating companies and a group turnover of circa 400m, there is substantial financial backing for further expansion, including acquisition and international development. This represents an unparalleled career advancement opportunity for the exceptional individual. Health Assured has been recognised as The North West's Top 100 Best Companies to work for and Top 10 Best Companies to Work for In the Health & Social Care. The Role Each Junior Account Manager is responsible for their own portfolio, developing and nurturing their accounts to ensure client understanding, support with promotion and develop effective client communications and identify further revenue opportunities. Duties involve day to day management of your portfolio engaging with clients and intermediaries, collating and managing renewal terms, including negotiation of renewal, liaising with intermediary, affinity and direct client, providing excellent service levels, conducting telephonic review meetings, maintaining accurate client CRM records and negotiating renewal pricing. This is an office-based role, managing clients via telephone, virtual and email however you could be required to visit clients externally on occasion. This role has excellent career prospects and a clear progression pathway up to Account Director level. You will need to be happy working in a fast paced environment, have a professional attitude and have the ability to have difficult conversations! Day to Day Responsibilites Managing a portfolio of EAP clients, intermediaries, and Occupational Health clients with a one-year contract value of under 4,500. Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued. Working towards a telephony KPI. Delivery of new client implementations. Renewal negotiations handling between 40-60 renewals per month for your own clients to achieve a retention rate of 95%. Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM). Identify opportunities to up-sell and actively promote additional services with a target of achieving 10,000 new business per quarter. Achieve 3 self-generated new business client wins per quarter. Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market. Maintain the highest standard of customer service and support to the sales and bid team. Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities. Providing weekly renewal, activity and outstanding task updates. What you bring to the team An organised individual with excellent attention to detail, accuracy, and consistency. Microsoft Office software experience including Excel, Word and PowerPoint. Excellent attention to detail and written skills when communicating with others, both internally and externally. The ability to communicate clearly and concisely, varying communication style depending upon the audience. Multi-task oriented - can accomplish objectives effectively within time-frame given, carry out administrative duties within portfolio in an efficient and timely manner. To be willing to work toward set targets and KPI's including - 75 minutes webinar daily talk time, above 93% premium renewal rate & 90% contract renewal and 35 calls per day. Benefit 25 days' holiday, plus bank holidays Day off on your birthday Cash plan for you (and your children, if any) Holidays increase after 2- and 5-years' service Contractual sick pay Private medical insurance after 5 years' service Pension Plan and Life Insurance Pension plan contributions increase after 5- and 7-years' service Holiday season bonus after 3 years' service Profit share scheme Season ticket loan scheme Cycle to work scheme Access to Employee Assistance Programme Free On-site Gym Company incentives, access to discount schemes 49643LF INDMANJ
Oct 06, 2025
Full time
THE OPPORTUNITY This is a once in a career opportunity for an exceptional counselling professional to join a truly Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation, Health Assured. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland. Part of the global Peninsula Group, with 14 operating companies and a group turnover of circa 400m, there is substantial financial backing for further expansion, including acquisition and international development. This represents an unparalleled career advancement opportunity for the exceptional individual. Health Assured has been recognised as The North West's Top 100 Best Companies to work for and Top 10 Best Companies to Work for In the Health & Social Care. The Role Each Junior Account Manager is responsible for their own portfolio, developing and nurturing their accounts to ensure client understanding, support with promotion and develop effective client communications and identify further revenue opportunities. Duties involve day to day management of your portfolio engaging with clients and intermediaries, collating and managing renewal terms, including negotiation of renewal, liaising with intermediary, affinity and direct client, providing excellent service levels, conducting telephonic review meetings, maintaining accurate client CRM records and negotiating renewal pricing. This is an office-based role, managing clients via telephone, virtual and email however you could be required to visit clients externally on occasion. This role has excellent career prospects and a clear progression pathway up to Account Director level. You will need to be happy working in a fast paced environment, have a professional attitude and have the ability to have difficult conversations! Day to Day Responsibilites Managing a portfolio of EAP clients, intermediaries, and Occupational Health clients with a one-year contract value of under 4,500. Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued. Working towards a telephony KPI. Delivery of new client implementations. Renewal negotiations handling between 40-60 renewals per month for your own clients to achieve a retention rate of 95%. Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM). Identify opportunities to up-sell and actively promote additional services with a target of achieving 10,000 new business per quarter. Achieve 3 self-generated new business client wins per quarter. Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market. Maintain the highest standard of customer service and support to the sales and bid team. Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities. Providing weekly renewal, activity and outstanding task updates. What you bring to the team An organised individual with excellent attention to detail, accuracy, and consistency. Microsoft Office software experience including Excel, Word and PowerPoint. Excellent attention to detail and written skills when communicating with others, both internally and externally. The ability to communicate clearly and concisely, varying communication style depending upon the audience. Multi-task oriented - can accomplish objectives effectively within time-frame given, carry out administrative duties within portfolio in an efficient and timely manner. To be willing to work toward set targets and KPI's including - 75 minutes webinar daily talk time, above 93% premium renewal rate & 90% contract renewal and 35 calls per day. Benefit 25 days' holiday, plus bank holidays Day off on your birthday Cash plan for you (and your children, if any) Holidays increase after 2- and 5-years' service Contractual sick pay Private medical insurance after 5 years' service Pension Plan and Life Insurance Pension plan contributions increase after 5- and 7-years' service Holiday season bonus after 3 years' service Profit share scheme Season ticket loan scheme Cycle to work scheme Access to Employee Assistance Programme Free On-site Gym Company incentives, access to discount schemes 49643LF INDMANJ

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