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- Tasks: Build relationships with financial advisers and promote AJ Bell's investment solutions.
- Company: Join AJ Bell, a fast-growing investment platform with a supportive culture.
- Benefits: Competitive salary, bonus scheme, professional development support, and flexible working.
- Why this job: Make an impact in business development while growing your career in a dynamic environment.
- Qualifications: Experience in financial services, strong communication skills, and a proactive attitude.
- Other info: Enjoy a friendly team atmosphere with plenty of social events and personal development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for a Business Development Consultant to join our high-performing Business Development team at AJ Bell. In this role, you’ll be instrumental in helping us achieve our ambitious growth targets by building and nurturing relationships with financial advisers and promoting the benefits of the AJ Bell Investcentre platform and investment solutions.
What you’ll be doing:
- Proactively generating interest in the AJ Bell Investcentre platform by engaging with key stakeholders at adviser firms.
- Promoting our Managed Portfolio Service and multi-asset funds, ensuring advisers clearly understand the value they bring.
- Converting new business opportunities and strengthening relationships with existing financial adviser firms.
- Identifying, developing, and securing small to mid-sized new business migrations.
- Driving lead generation through targeted outreach and proactive communication.
- Delivering a seamless onboarding experience for new firms, including tailored training and ongoing support.
- Following up on high-potential leads passed through Marketing and the Business Development Support team.
- Conducting face-to-face meetings as needed to deepen adviser relationships and secure business.
What we’re looking for:
- Proven experience in a platform and investments environment, ideally within financial services or fintech.
- Strong understanding of investment platforms, financial adviser business models, and investment solutions.
- A confident communicator with excellent interpersonal, written, and verbal skills.
- A highly motivated self-starter with a proactive approach and a track record of achieving sales targets.
- Organised and deadline-driven, with the ability to manage and prioritise a varied workload.
- Passionate about learning and development, especially in working towards relevant professional qualifications (e.g. CISI, CII).
- A full UK driving licence and willingness to travel when needed.
What you’ll get in return:
- A fantastic opportunity to grow your career in business development within a dynamic and respected organisation.
- Freedom to take ownership of your own region, workload, and approach.
- Direct collaboration with Senior Management, Marketing, and AJ Bell Investments teams.
- A supportive environment with access to internal training, mentoring, and progression pathways.
- Financial support for professional qualifications to help you advance your career.
- Eligibility for the Business Development Bonus Scheme and other employee benefits.
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. In return for your hard work you will be entitled to:
- Competitive starting salary + sales bonus
- Starting holiday entitlement of 25 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
- Parking at Exchange Quay (Subject to availability)
- 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
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model, where you’ll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
Business Development Consultant employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Consultant
✨Tip Number 1
Get to know the company inside out! Research AJ Bell's values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in what we do.
✨Tip Number 2
Network like a pro! Attend industry events or webinars where financial advisers hang out. Building relationships in person can give you an edge when it comes to landing that Business Development Consultant role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with our goals at AJ Bell. Highlight your successes in generating leads and nurturing relationships to make a lasting impression.
✨Tip Number 4
Don’t forget to follow up! After meetings or networking events, send a quick thank-you email. It keeps the conversation going and shows that you’re proactive—just what we love to see at AJ Bell!
We think you need these skills to ace Business Development Consultant
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about business development and helping financial advisers. Share why you’re drawn to AJ Bell and our mission.
Tailor Your Experience: Make sure to highlight your relevant experience in financial services or fintech. We’re looking for someone who understands investment platforms and adviser business models, so connect your past roles to what we do at AJ Bell.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see your skills and achievements.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
Make sure you have a solid understanding of investment platforms and financial adviser business models. Brush up on AJ Bell's offerings, especially the Investcentre platform and Managed Portfolio Service, so you can confidently discuss how they benefit advisers.
✨Showcase Your Communication Skills
As a Business Development Consultant, you'll need to communicate effectively with various stakeholders. Practice articulating your thoughts clearly and concisely, both in writing and verbally. Consider role-playing common interview scenarios to boost your confidence.
✨Demonstrate Proactivity
Highlight your proactive approach by sharing examples of how you've successfully generated leads or built relationships in previous roles. Be ready to discuss specific strategies you've used to convert opportunities into business, as this will resonate well with the interviewers.
✨Prepare Questions
Interviews are a two-way street, so prepare insightful questions about the company culture, growth targets, and team dynamics. This shows your genuine interest in the role and helps you assess if AJ Bell is the right fit for you.
