Job Description

To manage clients within allotted territory to deliver positive and timely business performance and growth within a regulated framework. 

To ensure business scale and profitability growth via increased product ranges through existing accounts, and distribution network growth through new accounts within delegated territories.

Primary Objectives

·       Account and/or Regional Distribution development.

·       Account, region and product portfolio growth and performance.

·       Identification of New Business Opportunities within existing accounts and developing new relationships

·       Delivering to and reporting on regional budgets and targets.

·       Carrying out performance review meetings with primary clients.

·       Maintaining key relationships within the delegated territories and client base.

·       Identifying opportunities for and supporting company tenders and presentations.

·       Supporting New Starter Induction and training programs

Key Performance Indicators:

·       On Target delivery of growth and profit across each and combined allotted lines of business, client, and territory.

·       On Target business growth and development along with timely delivery of pipeline business.

·       Evidence of on target interaction with key client stakeholders to achieve, and/or address shortfalls all indicated growth and profitability objectives.

·       Evidence of appropriate interaction with and benefits from all networking opportunities.

Accountable for:

·       The delivery of profitable performance and growth of all allotted business lines and regions within all legal and regulatory requirements.  

·       The support of the positive company culture through indirect reports and pier group.

·       The development and maintenance of key client relationships.

·       Maximum sustainable Return on Investment across all allotted territory and lines of business. 

·       VPS Complaints and bringing them to conclusion.

This is not exhaustive list of duties, and the post holder may be required to undertaken other reasonable duties, to meet the needs of the business.

The role is working with an FCA regulated firm and will require the candidate to abide with the FCA Individual’s Conduct Rules:

1. You must act with integrity

2. You must act with due skill, care, and diligence

3. You must be open and cooperative with the FCA, the PRA and other regulators

4. You must pay due regard to the interests of customers and treat them fairly

5. You must observe proper standards of market conduct

6. You must act to deliver good outcomes for retail customers