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For Companies At a Glance
- Tasks: Drive business growth and build strong partnerships with financial advisers in your region.
- Company: Join AJ Bell, a fast-growing investment platform and a FTSE 250 company.
- Benefits: Enjoy competitive salary, generous holiday, pension schemes, and health benefits.
- Why this job: Make a real impact in the financial services industry while developing your career.
- Qualifications: Proven sales experience and strong network in the investment platform market.
- Other info: Hybrid working model with a supportive and inclusive work environment.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
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
✨Network Like a Pro
Get out there and connect with financial advisers and firms in your area. Attend industry events, seminars, or even local meet-ups to build those all-important relationships. Remember, it’s not just about what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to present, make it count! Use engaging visuals and real-life examples to demonstrate your knowledge of investment solutions. This is your moment to shine and show why you’re the best fit for the role.
✨Leverage Data Tools
Familiarise yourself with tools like Financial Express and Touchstone. They can help you identify new opportunities and keep track of performance. Being data-savvy will set you apart from the competition and show you mean business!
✨Apply Through Our Website
Don’t forget to 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.
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 experience in business development and any relevant relationships with financial advisers. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the investment platform sector and how your skills align with our needs. Be genuine and let your personality come through – we love that!
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. Use numbers and examples to demonstrate your success in driving business growth and adviser engagement. We’re all about results!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
Make sure you’re familiar with AJ Bell’s performance metrics and the investment solutions they offer. Being able to discuss specific figures and how they relate to your previous successes will show that you’re not just knowledgeable but also results-driven.
✨Build Rapport with Advisers
Since building strong relationships is key, think about how you can connect with advisers during the interview. Prepare examples of how you've successfully engaged with financial advisers in the past and be ready to discuss your approach to maintaining those relationships.
✨Showcase Your Presentation Skills
You’ll need to deliver engaging presentations, so practice a short pitch about AJ Bell’s investment solutions. This will not only demonstrate your communication skills but also your understanding of their offerings and how you can effectively promote them.
✨Be Data-Driven
Highlight your experience with data-led approaches in business development. Be prepared to discuss tools like Financial Express and Touchstone, and how you’ve used them to identify opportunities and monitor performance in your previous roles.