Investment Platform Business Development Manager

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November 20

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AJ Bell

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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

• 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

• 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