Retention & Growth Executive for Financial Adviser Partners

Octopus is seeking a Business Development Manager for its Intergenerational Planning team within the Retail Sales and Customer Team. The role focuses on retaining and generating new business from financial advisers, tailoring the experience to advisers and beneficiaries, and managing executor cases.

You will be accountable for meeting quarterly targets, building strong relationships, and maintaining a detailed pipeline while collaborating with regional sales managers in a fast-paced,

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