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- Tasks: Lead business growth in the North, building relationships and driving investments.
- Company: AJ Bell is a fast-growing investment platform with over 593,000 customers and a strong reputation.
- Benefits: Enjoy competitive salary, generous holiday, health plans, and personal development opportunities.
- Why this job: Make an impact in a dynamic role while collaborating with a supportive team.
- Qualifications: Experience in business development, knowledge of investment platforms, and strong interpersonal skills required.
- Other info: Join a FTSE 250 company recognised as one of the UK's 'Best 100 Companies to Work For'.
The predicted salary is between 43200 - 72000 £ per year.
AJ Bell is a fast-growing investment platform business, and we’re looking for a driven Business Development Manager to lead new business growth across the North region. If you’re passionate about investment solutions and enjoy building trusted relationships, this is your opportunity to make an impact in a high-profile, client-facing role.
You will take full ownership of regional planning and business development across the North, driving new investments both off-platform and via AJ Bell Investcentre. Working in close collaboration with our Investments team, regional Business Development Managers, and external platform BDMs, you’ll actively promote and grow the use of AJ Bell Investments (funds, MPS, and PMPS) with adviser firms.
What You’ll Be Doing:
- Lead and deliver the regional AJ Bell Investments new business target
- Build and execute an annual business plan including regional marketing campaigns, investment roadshows, and third-party event participation
- Identify and sign up new firms to use AJ Bell Investments within their CIP or fund selection process
- Cultivate and maintain long-term relationships with adviser firms, meeting weekly KPIs
- Conduct regular meetings with top firms and provide quarterly SWOT analyses to drive engagement and identify future opportunities
- Maintain clear and detailed meeting notes and report on inflows/outflows to the Head of Sales
- Collaborate across AJ Bell teams, including Investments, Business Development, Key Accounts, and Platform Sales
- Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events
- Stay informed on platform developments and investment proposition enhancements to support client demos and solutioning
- Share best practices and support internal training to upskill colleagues and enhance team performance
What We’re Looking For:
Experience & Competence
- Proven experience in a business development or sales role, working with IFA networks
- Strong knowledge of investment platforms, SIPPs, OEICs, MPS, and related products
- Track record of delivering new business and managing adviser relationships
- Established network of adviser firms in the North region
Knowledge & Skills
- Strong understanding of AJ Bell Investcentre, investment propositions, and regulatory landscape
- Excellent interpersonal and negotiation skills, with confidence engaging stakeholders at all levels
- Able to collaborate with internal teams and external third-party BDMs to drive results
- Organised, self-motivated, and capable of managing a dynamic pipeline
- Diploma in Regulated Financial Planning (Level 4) -desirable
- IMC qualified or working towards -desirable
- Full UK driving licence
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’ forsix 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.
In return for your hard work you will be entitled to:
- 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 8%
- 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
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- 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
- 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.
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Investment Business Development Manager employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Business Development Manager
✨Tip Number 1
Network actively within the investment community, especially with adviser firms in the North region. Attend industry events and seminars to meet potential clients and partners, as building relationships is key for this role.
✨Tip Number 2
Familiarise yourself with AJ Bell's investment products and services, particularly the Investcentre platform. Understanding the unique selling points of these offerings will help you effectively communicate their benefits to potential clients.
✨Tip Number 3
Stay updated on market trends and regulatory changes affecting investment platforms. This knowledge will not only enhance your credibility but also enable you to provide valuable insights during discussions with adviser firms.
✨Tip Number 4
Prepare to demonstrate your ability to drive results by showcasing past successes in business development. Be ready to discuss specific strategies you've implemented and how they led to increased investments or improved client relationships.
We think you need these skills to ace Investment Business Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and sales, particularly within the investment sector. Emphasise your knowledge of investment platforms and any established networks you have in the North region.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment solutions and your ability to build trusted relationships. Mention specific examples of how you've successfully driven new business growth in previous roles.
Highlight Key Skills: In your application, clearly outline your interpersonal and negotiation skills. Provide examples of how you've engaged stakeholders at various levels and collaborated with internal teams to achieve results.
Showcase Your Knowledge: Demonstrate your understanding of AJ Bell Investcentre and the regulatory landscape in your application. This will show that you're not only interested in the role but also knowledgeable about the company and its offerings.
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Investment Products
Make sure you have a solid understanding of investment platforms, SIPPs, OEICs, and MPS. Be prepared to discuss how these products can benefit adviser firms and how you can promote them effectively.
✨Demonstrate Relationship-Building Skills
Since the role involves cultivating long-term relationships with adviser firms, be ready to share examples of how you've successfully built and maintained professional relationships in the past.
✨Prepare for Regional Insights
Familiarise yourself with the North region's market dynamics and trends. Being able to discuss specific opportunities or challenges in this area will show your commitment and understanding of the role.
✨Showcase Your Collaboration Skills
Highlight your ability to work with various teams, such as Investments and Business Development. Prepare examples of how you've collaborated in the past to achieve business goals, as teamwork is crucial in this position.
