At a Glance
- Tasks: Drive business growth by building partnerships with financial advisers across the North West.
- Company: Join AJ Bell, a leading investment platform and FTSE 250 success story.
- Benefits: Enjoy competitive salary, generous holiday, and a range of health and wellness perks.
- 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 autonomy and support from a collaborative team.
- Qualifications: Proven sales experience in financial services and strong adviser network required.
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 Us:
AJ Bell is one of the UK’s fastest‑growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award‑winning platform, we support everyone from professional financial advisers to first‑time investors, making it easier to take control of your financial future and feel good investing. With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work® in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do.
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%.
- 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 gym.
- Employee Assistance Programme.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- 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.
- 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.
Platform Business Development Manager – North West in England 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.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Business Development Manager – North West in England
✨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. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Prepare engaging presentations that highlight AJ Bell’s investment solutions. Use real-life examples to demonstrate how you can help advisers grow their business. Make them see the value you bring!
✨Tip Number 3
Be proactive in your approach! Don’t wait for opportunities to come to you. Use tools like Financial Express to identify potential clients and reach out to them directly. A little initiative goes a long way!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the info you need about the role and our company culture right there. Let’s get you on board!
We think you need these skills to ace Platform Business Development Manager – North West in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Platform Business Development Manager role. 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 needs!
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 platform propositions. Let us know why you're excited about the opportunity at AJ Bell and how you can contribute to our growth.
Showcase Your Achievements:When detailing your past experiences, focus on specific achievements that demonstrate your success in sales or business development. Numbers speak volumes, so if you've hit targets or built strong partnerships, make sure to include those details!
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
Make sure you have a solid understanding of AJ Bell’s platform and investment solutions. Brush up on your knowledge of SIPP, MPS, and passive funds. Being able to discuss these topics confidently will show that you're serious about the role.
✨Leverage Your Network
Since this role relies heavily on building relationships with financial advisers, come prepared with examples of how you've successfully engaged with your network in the past. Highlight any existing connections you have in the North West to demonstrate your potential impact.
✨Showcase Your Planning Skills
Be ready to discuss your approach to territory planning and how you would take ownership of your regional business plan. Prepare a few strategies or ideas on how you would maximise adviser engagement and drive growth in your area.
✨Engage and Present
Practice delivering engaging presentations or technical sessions. You might be asked to showcase how you would present AJ Bell’s proposition to advisers, so think about how to make your pitch compelling and informative.
