Through its client-facing brands, including Momentum Group and its wellness and rewards programme Multiply, as well as specialist businesses such as Guardrisk and Eris Property Group, the organisation empowers individuals and businesses to achieve their financial goals and life aspirations. The group supports clients in growing their savings, protecting their assets, and investing for the future, while also helping organisations care for and reward their employees and members.

Role Purpose
To drive the identification, development, and implementation of new business opportunities while enhancing client experience and supporting the achievement of overall business objectives.

Minimum Requirements

• Relevant degree in Business or a related field (essential)
• Certified Financial Planner (CFP) qualification (advantageous)
• 5–8 years’ experience in sales, business development, or relationship management within the financial services industry
• 1–2 years’ management experience
• Strong knowledge of the financial services and insurance industry

Key Responsibilities

Business Development & Strategy

• Identify and develop new business opportunities within existing and untapped markets
• Contribute to the design and packaging of client-centric financial solutions
• Drive the implementation of strategies to maximise revenue and product utilisation
• Collaborate with executive management and stakeholders to execute tactical plans
• Monitor industry trends, legislation, and best practices to ensure alignment and competitiveness
• Gather market intelligence and provide insights to inform business decisions

Client & Stakeholder Management

• Build and maintain strong relationships with internal and external stakeholders
• Provide expert guidance and ensure delivery on service level agreements
• Enhance client experience through continuous improvement initiatives
• Promote fair treatment of clients and a client-centric culture

Operational Excellence & Governance

• Ensure compliance with regulatory requirements and governance standards
• Identify risks, challenges, and opportunities, and implement mitigation strategies
• Partner with business units to address gaps and improve service delivery
• Support the sales team with tools and insights to better meet client needs

People & Culture

• Foster collaborative working relationships across teams
• Support and participate in organisational change initiatives
• Continuously develop professional and industry knowledge
• Contribute to innovation through new ideas and improvements

Financial Management

• Manage and control departmental budgets and expenditure
• Improve cost efficiency and operational effectiveness
• Monitor financial performance and manage financial risks
• Investigate and report on non-compliance or financial irregularities

Key Competencies

• Strong influencing and persuasion skills
• Relationship building and networking ability
• Excellent interpersonal and communication skills
• Effective presentation skills