At a Glance
- Tasks: Drive business 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 team environment.
- Other info: Be part of a company recognised as one of the UK's Best 100 Companies to Work For.
- 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 are essential.
The predicted salary is between 45000 - 55000 £ 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 the North West, 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
Essential:
- 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.
Desirable:
- 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
At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 762,000 customers trust us to manage more than £121.5 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 sales 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 everybody 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 City of Westminster employer: Aj Bell
AJ Bell is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide opportunities for professional development and a hybrid working model that promotes work-life balance, making it an ideal place for those looking to make a meaningful impact in the field of data strategy.
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We think this is how you could land Platform Business Development Manager - North West in City of Westminster
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We think you need these skills to ace Platform Business Development Manager - North West in City of Westminster
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
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Tailor Your Documents for Us:When applying for a full-time role at Aj Bell, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
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How to prepare for a job interview at Aj Bell
✨Show off your analytical skills
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✨Portfolio of Projects
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✨Know their business model
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