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For Companies At a Glance
- Tasks: Drive business growth and strengthen adviser relationships in the investment platform sector.
- Company: Join AJ Bell, a leading FTSE 250 investment platform known for innovation.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional development.
- Why this job: Make a real impact in the financial services industry with a respected company.
- Qualifications: Proven sales experience and strong network in the investment platform market.
- Other info: Dynamic work environment with a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Investment Platform Business Development Manager
Location: Manchester, England, United Kingdom
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 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 professionals and DIY investors. We have over 644,000 customers managing assets totaling more than £103.3 billion. We are a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we employ over 1,500 people and have been named one of the UK\\\’s Best 100 Companies to Work For for six consecutive years.
Working at AJ Bell
We offer a hybrid working model with a minimum of 50% in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build relationships.
We are committed to equal employment opportunities and a respectful work environment. Decisions to hire are based on qualifications, merit and business need.
Benefits
- Competitive starting salary + sales bonus
- Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
- 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 and dental plan
- On-site gym and wide range of classes
- Employee Assistance Programme
- Bike loan scheme
- Enhanced maternity, paternity, and parental leave
- Nutrition, nursery and other family-friendly benefits
- Charitable giving opportunities and salary sacrifice
- Personal development and ongoing technical training
- Professional qualification support and talent development
- Peer recognition and other social events
Equality
AJ Bell is committed to providing an inclusive environment where equal employment opportunities are available to all applicants and all employees are encouraged to bring their whole selves to work.
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Investment Platform Business Development Manager employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Platform Business Development Manager
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and firms in your area. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can open doors to opportunities you might not find elsewhere.
✨Tip Number 2
Showcase your expertise! Prepare engaging presentations or seminars that highlight your knowledge of investment solutions and the AJ Bell platform. This not only demonstrates your skills but also helps you build credibility with potential clients and partners.
✨Tip Number 3
Stay data-driven! Use tools like Financial Express and Touchstone to identify new business opportunities and track your performance. This will help you make informed decisions and show your potential employers that you’re serious about driving results.
✨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 genuinely interested in joining AJ Bell and being part of our innovative team.
We think you need these skills to ace Investment Platform Business Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Platform Business Development Manager role. Highlight your relevant experience in sales and business development, especially within the financial services market. We want to see how your skills align with what AJ Bell is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how you can contribute to AJ Bell's growth. Be specific about your achievements and how they relate to building adviser relationships and driving business growth.
Showcase Your Network: Since strong relationships with IFAs and adviser firms are key, make sure to mention your network in your application. We love to see how you’ve built and maintained these connections, as it shows your ability to drive engagement and business success.
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 directly and ensures you don’t miss out on any important updates from AJ Bell!
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
As a Business Development Manager, you'll need to demonstrate your understanding of key metrics. Brush up on your sales figures, market share statistics, and any relevant data that showcases your past successes. Being able to discuss these confidently will impress the interviewers.
✨Build Rapport with Advisers
Since building relationships is crucial for this role, think about how you can convey your ability to connect with financial advisers. Prepare examples of how you've successfully nurtured partnerships in the past, and be ready to discuss your approach to maintaining those relationships.
✨Showcase Your Presentation Skills
You'll likely be asked to present during the interview, so practice delivering engaging presentations. Use storytelling techniques to make your points relatable and memorable. Highlight your experience in conducting seminars or technical sessions to show you're comfortable in front of an audience.
✨Understand AJ Bell’s Offerings
Familiarise yourself with AJ Bell’s investment solutions and platform features. Be prepared to discuss how these offerings align with market needs and how you can leverage them to drive business growth. Showing that you've done your homework will set you apart from other candidates.
