Business Development Manager – Investments

Job not on LinkedIn

October 24

Apply Now

Receive Emails with Similar Jobs

AJ Bell

WebsiteLinkedInAll Job Openings

Finance • Fintech

AJ Bell is an award-winning investment platform that makes investing easy for its customers. It offers a variety of accounts and services such as SIPPs (Self-Invested Personal Pensions), ISAs (Individual Savings Accounts), dealing accounts, and cash savings hubs. AJ Bell provides regular investment services, investment options, and resources like mobile dealing applications to enhance the user experience. The platform also offers expertly managed funds, including responsible and growth portfolios, to accommodate different investment strategies and risk levels. With a commitment to user education, AJ Bell provides free guides, investment ideas, and market insights to help investors make informed decisions. The company is recognized for its ease of use and is regulated by the Financial Conduct Authority, offering a secure and trustworthy investment environment.

1001 - 5000 employees

Founded 1995

💸 Finance

💳 Fintech

📋 Description

• Lead and deliver regional new business targets for AJ Bell Investments. • Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events. • Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process. • Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs. • Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships. • Maintain detailed meeting notes and report inflows/outflows to the Head of Sales. • Collaborate across AJ Bell teams – including Investments, Business Development, Key Accounts, and Platform Sales to maximise results. • Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events. • Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers. • Share best practice across teams and contribute to training that enhances overall performance.

🎯 Requirements

• Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment. • Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services. • Demonstrated success in delivering new business growth and managing adviser relationships. • Established network of adviser firms across the North region. • Excellent understanding of investment propositions, platforms, and the UK regulatory landscape. • Confident communicator with strong interpersonal and negotiation skills. • Collaborative approach, able to work effectively with internal teams and external partners. • Organised, self-motivated, and capable of managing a diverse and active pipeline. • Level 4 Diploma in Regulated Financial Planning – desirable. • Investment Management Certificate (IMC) – desirable. • Full UK driving licence required.

🏖️ Benefits

• 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