Fintel
Business Development Manager : Bristol, Bath, Swindon
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Business Development Manager: Bristol, Bath, Swindon
Application Deadline: 2 August 2026
Department: Business Development
Employment Type: Permanent - Full Time
Location: Field-based
Compensation: £36,000 - £42,000 / year
Description
Build strong partnerships - drive business growth.
Join Simplybiz Mortgages and Omni Mortgage Club as a Key Relationship Manager, helping advisers and firms thrive through expert support, strategic insight, and market-leading propositions.
What we're proud of:
- Supporting over 4,000 mortgage intermediaries across the UK
- Enabling best outcomes for clients through our award-winning mortgage clubs
- Helping advisers diversify with specialist lending solutions, plus ancillary products and services
As part of Fintel, our mission is to enable firms to thrive in an ever-changing regulatory and commercial environment.
Role Overview:
As a Key Relationship Manager, you'll play a pivotal role in supporting and growing our network of mortgage firms across the Simplybiz Mortgages and Omni Mortgage Club propositions.
Working closely with member firms, lenders, and strategic partners, you'll build trusted relationships, identify growth opportunities, deliver training and business support, and help members maximize the value of our products, services, and technology solutions.
This is a highly visible, field-based relationship-focused role combining account management, business development, and stakeholder engagement, providing the opportunity to make a direct impact on member success, retention, and commercial growth.
What you'll do
- Drive Business Performance: Positively influence business levels across mortgages, general insurance, technology solutions, and Later Life through proactive engagement and strategic support.
- Team Collaboration: Work collaboratively to achieve team KPIs and targets, contributing to a high-performance culture.
- Personal Accountability: Maintain a strong focus on achieving individual KPIs and delivering consistent results.
- Project Delivery: Complete assigned project work within agreed timescales, ensuring quality and alignment with business objectives.
- Stakeholder Management: Effectively manage partner and member expectations through clear communication and reliable follow-through.
- Opportunity Identification: Proactively identify opportunities within lender and partner propositions that deliver added value to our members.
- Business Reviews: Conduct regular review meetings with member firms to identify new beneficial income streams, operational efficiencies, and growth opportunities.
- Member Engagement: Lead proactive call-out days to strengthen member relationships and deliver meaningful value.
- Diary Management: Organise and manage diary commitments to maximize time efficiency and ensure strategic alignment of appointments.
- Event Leadership: Manage onsite setup, host, present, and deliver Mortgage Events and Masterclasses with precision, ensuring positive feedback from both members, Lenders, and Partners.
- Cross-Department Collaboration: Partner with internal teams to identify new business opportunities, improve member retention, and enhance overall member experience.
- Membership Growth: Support initiatives to increase membership levels across the Mortgage Club, GI proposition, Later Life lending, and technology solutions.
- Problem Solving: Confidently troubleshoot challenges or complaints, escalating for support when necessary to ensure swift resolution.
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What you'll need to succeed:
Essential requirements:
- Strong working knowledge of the UK Mortgage or General Insurance marketplace (ideally both), with a clear understanding of industry dynamics and trends.
- Proven experience within the intermediary sector, with a track record of supporting and influencing Directly Authorised firms.
- Background in intermediary business development or account management within the financial services industry.
- Experience booking your own appointments, managing your time with clients.
- Experience in complaint handling, ensuring swift and professional resolution.
- Working knowledge of compliance requirements and an understanding of the role compliance plays within the industry, including how Simplybiz and Omni Mortgage Club support members in meeting regulatory standards.
- Access to a car with a clean driver's licence.
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Desirable requirements:
- CeMAP qualified, demonstrating a solid foundation in mortgage advice and regulation. If not qualified, willing to work towards the qualification (study support available).
Your approach:
- Skilled at motivating and engaging intermediaries to drive business performance and increase proposition adoption.
- Confident in delivering tailored training sessions and presentations to audiences of varying sizes and levels of expertise.
- Comfortable facilitating Q&A sessions and panel discussions, encouraging engagement and meaningful dialogue.
- Excellent time management and organizational skills, with the ability to prioritize effectively and maximize productivity.
- Strong objection-handling skills with a proactive, resilient, and solution-focused approach.
- Strong communicator, capable of building credibility and influencing a wide range of stakeholders.
- Comfortable working to target.
Important to know:
Your ideal location: Bristol, Bath, or Swindon
We are particularly interested in candidates based in or around Bristol, Bath, or Swindon, providing a central location to effectively cover the South West territory and maximize time with member firms, lenders, and partners.
This is a field-based role where you'll ordinarily spend 3 days out of 5 out meeting Mortgage Club members face-to-face. The other two days you'll be doing your planning, preparation, and administration.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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