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Job Description Summary

Job Description

JOB TITLE: Business Development Account Manager.

SALARY: £48,987pa to £59,873pa (dependent on experience), plus a comprehensive benefits package.

LOCATION: Edinburgh.

HOURS: 35 per week, full time.

WORKING PATTERN: Our work style is hybrid, with regular time in the Edinburgh hub and potential travel to adviser firms, industry events and internal customer sessions as required. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

Scottish Widows, owned by LBG, is one of the UK’s most recognised pension brands, with a long heritage in helping people save for their future. We are continually investing in our workplace pension proposition, adviser relationships, digital capability and member experience to support ambitious growth and deliver better outcomes for employers, advisers and members.

Want to hear more?

Our Workplace Adviser team plays an important part in that growth. We work with wealth advisers and corporate adviser firms to help them support employers with workplace pension selection, scheme governance, salary exchange, member engagement and long-term retirement outcomes.  Join us and you will be part of a collaborative, commercially focused team with the opportunity to help shape how Scottish Widows shows up in the adviser market, as a trusted workplace pension partner for the long term, that advisers can recommend with confidence.

About the role

In this desk-based role, you'll build and deepen relationships with adviser firms that operate in the workplace pensions market, helping them understand and position the strength of the Scottish Widows workplace pension proposition with their employer clients. You'll support advisers across areas such as scheme review, new business opportunities, salary exchange, implementation planning, member engagement and ongoing service.  You will develop and manage a panel of adviser relationships, work closely with the Business Development Managers, identify commercial opportunities and work with colleagues across Proposition, Operations, Implementation and Marketing to deliver a strong adviser and employer experience.

This is an exciting opportunity to join a business with real momentum in workplace pensions, where you can make a meaningful contribution to adviser engagement, employer confidence and member outcomes.

Key responsibilities

• Build and strengthen relationships with corporate and wealth advisers operating in the workplace pensions market, including advisers who have not worked with us before.
• Identify, develop and convert new workplace pension opportunities across your adviser panel, supporting both new schemes and growth within existing relationships.
• Position Scottish Widows as a trusted workplace pension partner for advisers, helping them evidence value to employer clients beyond price alone.
• Support adviser conversations on scheme review, scheme design, salary exchange, implementation planning, member engagement and retirement outcomes.
• Use data, market insight and consultative skills to identify adviser opportunities, understand client needs and support commercially focused recommendations.
• Represent Scottish Widows in adviser meetings, seminars, conferences and industry events.
• Work closely with colleagues across Proposition, Operations, Implementation, Marketing and Service to improve adviser experience and deliver good customer outcomes.
• Maintain a strong understanding of workplace pension market developments, competitor propositions, adviser business models and regulatory expectations.
• Share insight from adviser and employer conversations to help shape proposition development, service improvements and future market positioning.
• Contribute to a positive, collaborative team culture by sharing best practice, supporting colleagues and actively looking for better ways of working.
• Continue to develop technical knowledge across workplace pensions, investments, salary exchange, governance and the wider adviser market.

Why join us?

We’re investing billions in our people, places and tech to change the way we meet the needs of our 28 million customers. We’re growing, and we’d love you to be part of the journey.

About you

We’re looking for candidates who can demonstrate:

• Experience in a business development, relationship management, intermediary sales or adviser-facing role within workplace pensions, corporate benefits, wealth, pensions or investments.
• A strong understanding of the UK workplace pension market, including adviser distribution, employer decision-making and member engagement.
• Confidence working with adviser firms and senior internal customers with the ability to build trust, influence effectively and support long-term commercial relationships.
• Good technical knowledge of workplace pension propositions, including auto-enrolment, default investment, salary exchange, transfers, implementation and ongoing scheme servicing.
• Commercial awareness and the ability to use insight, data and market knowledge to find opportunities and support better adviser and employer outcomes.
• Strong communication and presentation skills, with the ability to explain complex topics clearly and tailor messages for adviser and employer audiences.
• High levels of motivation, resilience, curiosity and ownership, with a proactive approach to solving problems and improving ways of working.
• The ability to work independently across a regional panel while contributing positively to a wider national team.
• A commitment to professional development. Relevant pension qualifications would be desirable but are not essential for application.

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.​

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.​

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready to make an impact? Apply today.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.