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- Tasks: Lead business growth and adviser engagement in a key UK region.
- Company: Join AJ Bell, a fast-growing FTSE 250 investment platform with over 593,000 customers.
- Benefits: Enjoy competitive salary, generous holiday, health plans, and personal development opportunities.
- Why this job: Be part of a dynamic team focused on innovation and excellent service in finance.
- Qualifications: Experience in sales within the investment platform market and strong adviser relationships required.
- Other info: Work in a friendly environment with a strong sense of teamwork and pride.
The predicted salary is between 36000 - 60000 £ per year.
AJ Bell is seeking a dynamic Regional Sales Manager to lead activity and development across a key UK region. You’ll be fully accountable for new business growth, adviser engagement, and overall productivity within your territory. This is an exciting opportunity to work with a FTSE 250 investment platform business that is fast growing, innovative, and focused on providing excellent service to financial advisers and their clients.
Key Responsibilities:
- Take ownership of the regional strategy, delivering new business targets and maximising adviser engagement.
- Lead collaboration between Business Development Consultants and Business Development Support to drive regional performance.
- Develop and maintain relationships with adviser firms through a structured contact strategy aligned with our segmentation model.
- Monitor activity and performance of supporting adviser firms, taking proactive steps to maximise opportunities and address challenges.
- Promote AJ Bell’s investment solutions including MPS, passive funds, and our full platform offering.
- Deliver compelling presentations and seminars, including technical sessions, and support follow-up with prospects.
- Manage the onboarding of new firms, working closely with internal teams to resolve any issues efficiently.
- Leverage data tools (e.g., Financial Express, Touchstone) to identify and prioritise regional opportunities.
- Build and maintain relationships with regional Key Investment Partners and fund groups.
- Ensure regional team members are fully trained and confident in AJ Bell’s products and services.
- Act in accordance with regulatory expectations, supporting the delivery of good customer outcomes and the principles of Consumer Duty.
What We’re Looking For:
Essential:
- Proven experience in a field-based sales or business development role within the investment platform market.
- A strong network of IFA and adviser firm relationships.
- Deep understanding of platform propositions, including SIPP and investment solutions.
Desirable:
- Diploma in Regulated Financial Planning (Level 4).
- Experience with AJ Bell’s platform, investment proposition and tools such as Bulk Dealing and Model Portfolios.
- Strong planning, negotiation and interpersonal skills with the ability to influence at all levels.
About Us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Benefits:
- Competitive starting salary + sales bonus
- Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Access to a range of benefits from our sponsorship deals
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we’d love to speak to you.
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager (North East or North West)
✨Tip Number 1
Network actively within the investment platform sector. Attend industry events, webinars, and local meetups to connect with financial advisers and IFA firms. Building these relationships can give you a significant edge in understanding the market and identifying potential opportunities.
✨Tip Number 2
Familiarise yourself with AJ Bell’s products and services. Understanding their investment solutions, such as MPS and passive funds, will allow you to speak confidently about how they can benefit potential clients, making you a more compelling candidate.
✨Tip Number 3
Prepare to demonstrate your sales strategy during interviews. Think about how you would approach new business growth and adviser engagement in the North East or North West regions, and be ready to share specific examples from your past experiences.
✨Tip Number 4
Leverage data tools effectively. Familiarise yourself with tools like Financial Express and Touchstone, as being able to discuss how you would use these to identify and prioritise opportunities will show your proactive approach to business development.
We think you need these skills to ace Business Development Manager (North East or North West)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and sales, particularly within the investment platform market. Use specific examples that demonstrate your success in achieving new business targets and adviser engagement.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of AJ Bell's values and how your skills align with their needs. Mention your network of IFA and adviser firm relationships, and express your enthusiasm for contributing to their growth.
Highlight Relevant Skills: In your application, emphasise your planning, negotiation, and interpersonal skills. Provide examples of how you've influenced stakeholders at various levels, as this is crucial for the role of Business Development Manager.
Showcase Your Knowledge: Demonstrate your deep understanding of platform propositions, including SIPP and investment solutions. Mention any experience with AJ Bell’s platform or tools like Bulk Dealing and Model Portfolios to strengthen your application.
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
As a Business Development Manager, you'll need to demonstrate your understanding of key performance metrics. Be prepared to discuss your past sales figures, growth percentages, and how you've achieved targets in previous roles.
✨Showcase Your Network
Highlight your existing relationships with IFA and adviser firms. Discuss how these connections can benefit AJ Bell and how you plan to leverage them for new business opportunities.
✨Understand the Product Range
Familiarise yourself with AJ Bell’s investment solutions, including SIPP and MPS. Be ready to explain how these products meet the needs of financial advisers and their clients, showcasing your deep understanding of platform propositions.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle challenges. Prepare examples of how you've successfully managed onboarding processes or resolved issues with adviser firms in the past.
