Platform Business Development Manager

🕒 May 2

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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AJ Bell

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1995

💸 Finance

💳 Fintech

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.

📋 Description

• 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.

🎯 Requirements

• 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. • Level 4 Diploma in Regulated Financial Planning (Desirable). • Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios (Desirable). • Excellent planning, negotiation, and influencing skills.

🏖️ Benefits

• 27 days holiday, increasing with service + buy/sell scheme + bank holidays • 8% 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 • Regular social events including summer and Christmas parties • Learning and development opportunities tailored to you • Casual dress code • Friendly, supportive team environment