Investment Business Development Manager

AJ Bell is a fast-growing investment platform business, and were looking for a driven Business Development Manager to lead new business growth across the North region. If youre passionate about investment solutions and enjoy building trusted relationships, this is your opportunity to make an impact in a high-profile, client-facing role.

You will take full ownership of regional planning and business development across the North, driving new investments both off-platform and via AJ Bell Investcentre. Working in close collaboration with our Investments team, regional Business Development Managers, and external platform BDMs, youll actively promote and grow the use of AJ Bell Investments (funds, MPS, and PMPS) with adviser firms.

What Youll Be Doing :

Lead and deliver the regional AJ Bell Investments new business target

Build and execute an annual business plan including regional marketing campaigns, investment roadshows, and third-party event participation

Identify and sign up new firms to use AJ Bell Investments within their CIP or fund selection process

Cultivate and maintain long-term relationships with adviser firms, meeting weekly KPIs

Conduct regular meetings with top firms and provide quarterly SWOT analyses to drive engagement and identify future opportunities

Maintain clear and detailed meeting notes and report on inflows / outflows to the Head of Sales

Collaborate across AJ Bell teams, including Investments, Business Development, Key Accounts, and Platform Sales

Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events

Stay informed on platform developments and investment proposition enhancements to support client demos and solutioning

Share best practices and support internal training to upskill colleagues and enhance team performance

What Were Looking For :

Experience & Competence

Proven experience in a business development or sales role, working with IFA networks

Strong knowledge of investment platforms, SIPPs, OEICs, MPS, and related products

Track record of delivering new business and managing adviser relationships

Established network of adviser firms in the North region

Knowledge & Skills

Strong understanding of AJ Bell Investcentre, investment propositions, and regulatory landscape

Excellent interpersonal and negotiation skills, with confidence engaging stakeholders at all levels

Able to collaborate with internal teams and external third-party BDMs to drive results

Organised, self-motivated, and capable of managing a dynamic pipeline

Diploma in Regulated Financial Planning (Level 4) -desirable

IMC qualified or working towards -desirable

Full UK driving licence

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 620,000 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For forsix 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, we'd love to speak to you.

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