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- Introducer Management: Act as the primary liaison for introducers, building and maintaining strong, long-term relationships.
- Business Growth: Identify opportunities to expand and optimise the introducer network.
- Training & Support: Deliver training, presentations, and updates to introducers, keeping them informed of company offerings, industry changes, and best practices.
- Performance Analysis: Monitor and analyse introducer performance, providing insights and recommendations for improvement.
- Collaboration: Work with internal teams, including Managing Directors of Group divisions, to ensure a seamless onboarding and referral process.
- Compliance & Reporting: Maintain accurate records of introducer activity using CRM tools, ensuring all partnerships comply with company policies and regulatory requirements.
- Experience: Proven background in relationship management, account management, or business development.
- Industry Knowledge: Experience working with introducer networks, brokers, or affiliate partners, ideally within financial services.
- Communication Skills: Excellent negotiation, interpersonal, and presentation abilities.
- Analytical Skills: Ability to assess performance data and make strategic recommendations.
- Tech Proficiency: Skilled in CRM software and Microsoft Office Suite (especially Excel).
- Proactive Mindset: Self-motivated with the ability to manage multiple relationships and projects simultaneously.
- Annual bonus scheme with generous earning potential.
- Referral commission for introducing friends and family.
- 30 days holiday plus bank holidays.
- Study support with funding and time to study during the working day.
- Birthday day off to celebrate.
- BUPA Employee Assistance Program for health and well-being support.
- Contributory pension scheme and sick pay.
- Comprehensive induction and ongoing professional development opportunities.
