AJ Bell
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.
Strategic Partnership Director
Job not on LinkedIn
November 14
AJ Bell
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
• Developing and delivering a national strategy to grow AJ Bell’s presence within the adviser market • Building and deepening relationships with senior stakeholders across major Nationals, Networks, and Consolidators • Identifying new business opportunities and developing tailored engagement plans that deliver measurable growth • Collaborating closely with regional and key account teams to ensure a coordinated, data-driven approach to growth • Using market intelligence and business performance data to identify trends, risks, and opportunities for improvement • Representing AJ Bell at national forums, events, and partner meetings, acting as a senior ambassador for our brand • Ensuring all activity supports our regulatory commitments, including Consumer Duty and good customer outcomes
🎯 Requirements
• Extensive experience in a strategic business development or relationship management role within financial services • Proven success working with Nationals, Networks, or Consolidators in the financial advice sector • Strong understanding of investment platforms, SIPP, and investment propositions • Excellent relationship management, negotiation, and presentation skills with credibility at senior levels • Commercially astute, data-informed, and able to translate insight into action • Collaborative and strategic mindset, able to influence across teams and functions • Diploma in Regulated Financial Planning (Level 4) or equivalent is desirable
🏖️ Benefits
• Starting holiday entitlement of 28 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme • A choice of pension schemes with matched contributions up to 8% • Discretionary bonus scheme • Buy As You Earn (BAYE) Scheme • PMI Health Cash Plan – provided by SimplyHealth • Discounted private healthcare scheme and dental plan • Free gym membership • Employee Assistance Programme • Bike loan scheme • Sick pay+ pledge • Enhanced maternity, paternity, and shared parental leave • 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 • 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 • Casual dress code • Access to a range of benefits from our sponsorship deals
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