FundsNetwork was launched in 2000. It currently administers Â£76.9bn in assets*. ISAs, Unit Trusts, OEICs, SICAVs, ETPs, Investment Trusts, Pension, International Bond (offshore), Multi Asset Trusts and Pension/ISA Cash Account are all available on the FundsNetwork platform. Existing legacy products include the SIPP and Investment Bond (Onshore). .
FundsNetwork is an investment services business which is wholly committed to helping intermediary and institutional clients achieve their business goals. We seek to achieve this aim through a constantly improving service and are committed to an open architecture approach and, specifically, a range of services to support new and evolving intermediary business models. We leverage the economies of being part of the wider, privately owned, Fidelity business to invest in our platform over the medium to long term.
Purpose of your role
Reporting to the Business Development Sales Head for the South/North , the BDM is responsible for achieving and exceeding sales targets. The BDM will have no direct line management responsibilities.
Your role with involve interaction with other stakeholders including:
- Regional, Office Based and Strategic Accounts Sales teams - Advisory Services - UK Operations, call centre & customer relationships - FundsNetwork Propositions, Marketing and Fund teams - UK Finance - Direct & Wholesale teams - UK Compliance & Risk Management
Your key accountabilities
Development and implementation of segmentation and sales strategies for the region. Ensuring sales targets are achieved by establishing strong sales and relationship management protocols, and ensuring that sales and servicing activity is highly focused and productive.
Responsibility for managing relationships with key accounts within the region and the development of business across the region.
Developing strong personal relationships with key individuals at client firms.
Applying a structured and proactive approach to account management, including use of CRM systems where available.
Working collaboratively with other members of the team, including Business Development Desk
Taking an active role in organising and delivering workshops and events.
Providing feedback and market intelligence to assist in the development and evolution of Fidelity's products, services and strategies for clients.
Your skills and experience
In-depth understanding of the adviser marketplace
Demonstrable success selling to advisers
Strong technical ability and understanding of the application of trusts and the implications of choosing given solutions
In possession of or willing to work towards the highest standard of industry qualifications
Understanding of the developing UK platform and wrap market and the regulatory landscape as it affects platforms, asset managers and advisers
Strong understanding and experience of the pensions market
Understanding of the offshore bond market
Resilience to pressure
Excellent interpersonal, communication and presentation skills
Resourceful and a quick learner
Ability to communicate with people at all levels of business (both internally and externally)
Ability to demonstrate initiative and understanding of business priorities
About Fidelity International Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Data as at 31 March 2021. Read more at https://www.fidelityinternational.com/
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.