Business Account Manager

Overview

In this role you will support a panel of financial advice intermediary accounts to grow new business and retain profitable relationships for LV= Equity Release. You will collaborate with a Business Development Manager to strengthen adviser ties, present LV= propositions, and ensure outcomes for customers. The position centers on delivering against targets, expanding adviser networks, and maintaining up-to-date technical knowledge in a regulated environment. This is a permanent, hybrid role based in Hitchin with initial on-site requirements.

Pay / Benefits

• 26 days holiday (28 after two years)
• group bonus scheme
• flexible benefits (cycle to work, private medical, dental, personal accident, critical illness)
• pension scheme with 14% employer contribution (double-match)
• Group Life Assurance (4x basic pay, optional up to 8x)
• Employee Assistance Programme (EAP) and Virtual GP

Responsibilities

• Achieve agreed business targets including volume and mix within your panel
• Collaborate with a Business Development Manager to drive panel performance
• Deliver against KPIs such as call volumes, quotations, applications and retention
• Build and maintain adviser relationships through regular calls and Teams meetings
• Grow the number of advisers supporting LV= across your firms, panel, and territory
• Maintain up-to-date knowledge of the LV= Equity Release proposition, competitors, and market position
• Develop and maintain technical skills to work efficiently
• Follow LV= standards, policies and compliance procedures including GDPR
• Keep accurate records and reports in line with GDPR requirements
• Collaborate with colleagues to support shared company goals and objectives

Key requirements

• Knowledge of LV= products and Equity Release proposition
• Strong communication skills for phone and Teams presentations
• Ability to apply technical knowledge to adviser and client scenarios
• Understanding of the wider market and competitor offerings
• Experience in financial services or another regulated environment
• Strong numeracy and literacy skills with attention to detail
• Proficiency with PowerPoint, Microsoft Office and CRM systems
• QCF Level 4 qualification or certificate in Equity Release (or willingness to gain within 2 years)
• Understanding of financial drivers and key business metrics

• Clear verbal and written communication
• Relationship-building with advisers and stakeholders
• Attention to detail
• PowerPoint
• Microsoft Office
• CRM systems

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