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For Companies At a Glance
- Tasks: Drive new business growth and build relationships in the investment sector.
- Company: Join AJ Bell, a fast-growing investment platform with a collaborative culture.
- Benefits: Enjoy competitive salary, generous holiday, and personal development opportunities.
- Why this job: Make a real impact in a high-profile role while shaping financial futures.
- Qualifications: Experience in business development and strong knowledge of investment platforms required.
- Other info: Dynamic environment with excellent career growth and a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 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 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
- 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
- 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
- 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.
Investment Business Development Manager employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Business Development Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Show your passion for investments! When you get the chance to chat with someone from AJ Bell or any other firm, make sure to express your enthusiasm for their products and services. Share your insights and ideas on how you can contribute to their growth – it’ll make you stand out!
✨Tip Number 3
Prepare for those interviews! Research AJ Bell thoroughly, know their investment solutions inside out, and be ready to discuss how your experience aligns with their goals. Practise common interview questions and have your own questions ready to show you’re genuinely interested.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team. Don’t forget to follow up after applying – a little persistence can go a long way!
We think you need these skills to ace Investment Business Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Business Development Manager role. Highlight your experience in business development and your knowledge of investment platforms. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for investment solutions and your ability to build trusted relationships. Let us know why you're excited about the opportunity at AJ Bell.
Showcase Your Achievements: When detailing your experience, focus on your achievements in previous roles. Did you exceed sales targets or successfully manage adviser relationships? We love to see quantifiable results that demonstrate your impact!
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 from our team!
How to prepare for a job interview at Aj Bell
✨Know Your Investment Products
Make sure you brush up on your knowledge of investment platforms, SIPPs, OEICs, and MPS. Being able to discuss these products confidently will show that you're not just familiar with the industry but also genuinely interested in what AJ Bell offers.
✨Build Relationships Before the Interview
If possible, try to connect with current employees or advisers who work with AJ Bell. This can give you insights into the company culture and expectations, plus it shows initiative and a proactive approach to relationship-building.
✨Prepare for Scenario Questions
Expect questions about how you would handle specific situations, like managing adviser relationships or driving new business growth. Think of examples from your past experience that demonstrate your skills in these areas, and be ready to share them.
✨Showcase Your Collaboration Skills
Since the role involves working closely with various teams, be prepared to discuss how you've successfully collaborated in the past. Highlight any experiences where teamwork led to achieving business goals, as this will resonate well with the interviewers.
