At a Glance
- Tasks: Drive growth by building strong partnerships with financial advisers across the North West.
- Company: Join AJ Bell, a leading investment platform and FTSE 250 success story.
- Benefits: Enjoy 27 days holiday, competitive pension, and a supportive work culture.
- Other info: Be part of a friendly team with regular social events and tailored development opportunities.
- Why this job: Make a real impact in a dynamic role with genuine autonomy and growth potential.
- Qualifications: Proven sales experience in financial services and a strong adviser network.
The predicted salary is between 50000 - 60000 € per year.
Are you a commercially driven Business Development Manager with a strong North West adviser network and a passion for investment solutions? AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. As we continue to strengthen our presence across the North West, we’re looking for an ambitious, relationship-led sales professional to take ownership of a high-potential region and accelerate growth. This is a visible, field-based distribution role focused on platform growth.
You will represent a trusted, award‑winning proposition to adviser firms across Scotland, building deep partnerships that drive long‑term inflows and strategic alignment. You will have genuine autonomy to shape your regional plan, backed by a collaborative national sales team, strong brand recognition, competitive pricing and a broad investment offering. This is an opportunity to combine strategic territory planning with hands‑on adviser engagement in a business that continues to gain market share. If you are motivated by winning new firms, influencing platform adoption and becoming a trusted partner to advisers, this role offers real scope to make your mark.
What you’ll do:
- Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement.
- Build strong, long‑term partnerships with financial advisers and firms across your region through a structured, data‑led approach.
- Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance.
- Promote AJ Bell’s full range of investment solutions including MPS, passive funds, and our award‑winning platform.
- Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell’s proposition.
- Oversee the onboarding of new firms, ensuring a smooth and positive experience.
- Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance.
- Maintain relationships with key investment partners and fund groups to maximise regional potential.
- Ensure all activities align with Consumer Duty principles and regulatory expectations.
What we’re looking for:
- Proven success in a field‑based sales or business development role within the investment platform or financial services market.
- Strong network of IFA and adviser firm relationships.
- In‑depth understanding of platform propositions, SIPP, and investment solutions.
- Level 4 Diploma in Regulated Financial Planning.
- Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios.
- Excellent planning, negotiation, and influencing skills.
About AJ Bell:
AJ Bell is one of the UK’s fastest‑growing investment platform businesses, providing award‑winning solutions for everyone, from professional financial advisers to first‑time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures. We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 - a reflection of our supportive and collaborative culture.
What we offer:
- 27 days holiday, increasing with service + buy/sell scheme + bank holidays.
- 8% Pension with matched contributions.
- Discretionary bonus scheme.
- Share schemes (including free shares and BAYE).
- Health Cash Plan and discounted private healthcare.
- Free onsite gym.
- Enhanced family leave (subject to qualifying criteria).
- Travel and bike loan schemes.
- Employee Assistance Programme.
Life at AJ Bell:
- Regular social events including summer and Christmas parties.
- Learning and development opportunities tailored to you.
- Casual dress code.
- Friendly, supportive team environment.
Inclusion & diversity:
We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Platform Business Development Manager – North West in Nottingham employer: AJ Bell Management Limited
AJ Bell is an exceptional employer, renowned for its supportive and collaborative culture that fosters employee growth and development. With a strong presence in the North West, employees benefit from a competitive salary, generous holiday allowance, and a range of perks including a discretionary bonus scheme and enhanced family leave. The company is committed to inclusivity and offers tailored learning opportunities, making it an ideal place for ambitious professionals looking to make a meaningful impact in the investment platform sector.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Business Development Manager – North West in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with advisers in your area. Attend local events, seminars, or even casual meet-ups to build those relationships that can lead to new business opportunities.
✨Tip Number 2
Showcase your expertise! Prepare engaging presentations that highlight AJ Bell’s investment solutions. Make sure you’re ready to answer any questions and demonstrate how our platform can benefit their clients.
✨Tip Number 3
Leverage data to drive your strategy. Use tools like Financial Express to identify potential firms and track your performance. A data-led approach will help you make informed decisions and maximise your regional impact.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the AJ Bell team and making a difference in the investment platform space.
We think you need these skills to ace Platform Business Development Manager – North West in Nottingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Platform Business Development Manager. Highlight your experience in business development and any connections you have within the North West adviser network. We want to see how your skills align with our goals!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for investment solutions and your understanding of AJ Bell’s platform. Let us know why you’re the perfect fit for this role and how you can help us grow in the North West.
Showcase Your Achievements:Don’t just list your responsibilities; tell us about your successes! Whether it’s hitting sales targets or building strong partnerships, we want to hear about the impact you’ve made in previous roles. Numbers and specific examples work wonders!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Stuff
Make sure you have a solid understanding of AJ Bell’s platform and investment solutions. Familiarise yourself with their offerings, like MPS and passive funds, so you can confidently discuss how they can benefit advisers in your region.
✨Leverage Your Network
Since you’ll be working with financial advisers, it’s crucial to tap into your existing North West adviser network. Prepare to share specific examples of how you've built relationships in the past and how you plan to leverage them for AJ Bell.
✨Showcase Your Planning Skills
Be ready to discuss your approach to strategic territory planning. Highlight any previous experiences where you successfully developed and executed a business plan that led to significant growth or engagement.
✨Engage with Enthusiasm
During the interview, demonstrate your passion for investment solutions and your commitment to building long-term partnerships. Use engaging stories from your past roles to illustrate your ability to influence and connect with advisers.
