Investment Platform Business Development Manager

Locations: North of England and Scotland

Are you a driven and strategic sales professional looking to represent one of the UKs leading investment platforms

AJ Bell is seeking an ambitious Regional Sales Manager to drive business growth strengthen adviser relationships and increase market share across your region.

This is a fantastic opportunity to join a FTSE 250 company recognised for innovation service excellence and sustained growth. Youll have the autonomy to shape your regional strategy while being supported by a collaborative and high-performing national sales team.

What youll do:

• 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 Bells 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 Bells 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.

What were looking for

Essential:

• 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.

Desirable:

• Level 4 Diploma in Regulated Financial Planning.
• Familiarity with AJ Bells platform investment solutions and tools such as Bulk Dealing and Model Portfolios.
• Excellent planning negotiation and influencing skills.

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 644000 customers using our award-winning platform propositions to manage assets totalling more than 103.3 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 1500 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

Hybrid Working

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend a minimum of 50% of your working time per month in the office. For new team members an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

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