Business Development Manager Investments

Are you a natural business developer with a passion for investments and building trusted adviser relationships
AJ Bell is a FTSE 250 investment business thats growing rapidly and were looking for an experienced Business Development Manager to lead new business growth across the North region.

This is a high-profile client-facing role where youll represent AJ Bell Investments promoting our funds Model Portfolio Services (MPS) and PMPS to financial advisers and discretionary firms. Youll take full ownership of your regional strategy working with internal and external stakeholders to grow inflows and strengthen adviser engagement across your territory.

What youll do:

• 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.

What were looking for:

Experience & Competence:

• 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.

Knowledge & Skills:

• 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.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 620000 customers using our award-winning platform propositions to manage assets totalling more than 96.1 billion. Our customers trust us with their investments and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018 AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol we now have over 1450 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork we have a great sense of pride in what we do and this is reflected in our guiding principles.

In return for your hard work you will be entitled to:

• 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

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race sex gender identity sexual orientation age pregnancy religion physical and mental disability marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications merit and business need.

If you like the sound of the above or just want to know more about the company and the role wed love to speak to you.

Remote Work :

Yes

Employment Type :

Full-time