Investment BD Consultant – Adviser Relations & MPS in London

Investment BD Consultant – Adviser Relations & MPS in London

London Full-Time 44100 - 53900 £ / year (est.) On-site
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At a Glance

  • Tasks: Build relationships with adviser firms and explain investment solutions.
  • Company: AJ Bell, a leading investment firm in the UK.
  • Benefits: Competitive salary, flexible working, and career development opportunities.
  • Other info: Exciting role with opportunities for growth in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in the investment sector.
  • Qualifications: Strong communication skills and a passion for finance.

The predicted salary is between 44100 - 53900 £ per year.

AJ Bell is seeking an Investment Business Development Consultant to grow AJ Bell Investments with adviser firms across the UK. You’ll build relationships, identify opportunities and explain MPS and multi-asset solutions to support adviser clients.

Working with our investment and platform sales teams, you’ll manage a portfolio of opportunities, drive pipeline accuracy in the CRM and help advisers understand charges and risk, contributing to sustainable investment flows and positive customer outcomes.

Investment BD Consultant – Adviser Relations & MPS in London employer: AJ Bell

AJ Bell is an exceptional employer located in Manchester, offering a supportive and collaborative work culture that prioritises employee well-being and growth. With competitive salaries, generous holiday allowances, and tailored learning opportunities, employees are encouraged to thrive both personally and professionally. The company’s commitment to inclusivity and its recognition as one of the UK’s Best 100 Companies to Work For make it an attractive place for those seeking meaningful and rewarding employment in the finance sector.

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Contact Details:

AJ Bell Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment BD Consultant – Adviser Relations & MPS in London

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like AJ Bell. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Investment BD Consultant – Adviser Relations & MPS in London

Relationship Building
Opportunity Identification
Communication Skills
Knowledge of MPS (Managed Portfolio Service)
Understanding of Multi-Asset Solutions
Portfolio Management
CRM Proficiency

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AJ Bell.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on AJ Bell's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at AJ Bell

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AJ Bell.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at AJ Bell will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former AJ Bell employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.