At a Glance
- Tasks: Build relationships and uncover investment opportunities with adviser firms.
- Company: Join AJ Bell, a leading investment platform known for its supportive culture.
- Benefits: Enjoy competitive salary, 25 days holiday, health cash plan, and hybrid working.
- Other info: Be part of a friendly team with regular social events and tailored learning opportunities.
- Why this job: Make a real impact in the financial services industry while helping others invest wisely.
- Qualifications: Experience in business development or sales within financial services is preferred.
The predicted salary is between 44100 - 53900 £ per year.
As an Investment Business Development Consultant, you’ll play an important role in growing the use of AJ Bell Investments across new and existing adviser firms.
You’ll build relationships, uncover opportunities and help advisers understand where our Managed Portfolio Service (MPS), multi-asset funds and partnership investment solutions could meet their needs. Working closely with our investment and platform sales teams, you’ll turn conversations into well-qualified opportunities and help build sustainable investment flows, while supporting the good customer outcomes at the heart of Feel Good Investing.
What you'll do
- Build and develop relationships with adviser firms, understanding their investment propositions, client needs, existing providers and review cycles.
- Generate and qualify new investment opportunities through proactive outreach, referrals and marketing activity, progressing them through to clear next steps.
- Explain our MPS, multi-asset funds and partnership investment solutions clearly and confidently, using a consultative approach to understand where they could meet an adviser firm’s requirements.
- Own and progress a portfolio of adviser relationships and sales opportunities, contributing to agreed investment flow and regional targets.
- Work closely with Investment Business Development Managers and regional platform sales teams on larger or more complex opportunities, coordinating research, meetings and follow-up.
- Support adviser research and due diligence, helping firms access the information they need on investment approach, risk, performance and charges.
- Develop existing relationships by identifying opportunities for wider adoption, while spotting concerns or potential asset-retention risks early.
- Keep accurate CRM and pipeline information, using sales, asset and flow data to prioritise opportunities and share useful adviser and competitor insight with the wider team.
What you'll bring
- Experience in an adviser-facing investment, business development or sales role within financial services.
- A good understanding of the UK financial adviser, investment and platform market.
- Knowledge of investment solutions such as Managed Portfolio Services (MPS) and multi-asset funds, with the ability to explain investment approach, risk and charges clearly.
- Strong consultative sales skills, with the ability to ask the right questions, understand an adviser firm’s needs and identify relevant opportunities.
- Confident, professional communication skills across telephone, video and written channels, with the ability to build trusted relationships.
- A proactive approach to generating leads, progressing opportunities and securing clear next steps.
- Strong organisation and follow-through, with the ability to manage multiple opportunities and maintain accurate CRM records.
- An investment or financial planning qualification would be useful, or you'll be willing to work towards one.
About AJ Bell
At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 762,000 customers trust us to manage more than 121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as a Great Place to Work for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.
What we offer
- Competitive starting salary depending on experience
- 25 days holiday, increasing with service + buy/sell scheme + bank holidays
- 6% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
Life at AJ Bell
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
Our ways of working
We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Investment Business Development Consultant in Whitehall 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.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Business Development Consultant in Whitehall
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like AJ Bell, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like AJ Bell.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like AJ Bell.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including AJ Bell, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Business Development Consultant in Whitehall
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like AJ Bell want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to AJ Bell.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at AJ Bell will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to AJ Bell. Numbers speak louder than words!
How to prepare for a job interview at AJ Bell
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like AJ Bell want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAJ Bell.
