AJ Bell is one of the UK's largest investment platforms. Learn more about our people, our culture and our careers below.
Platform Business Development Manager
Location
United Kingdom
Posted
67 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
Platform Business Development Manager
AJ Bell
Role Description Are you a commercially driven Business Development Manager with a strong North West adviser network and a passion for investment solutions? AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. As we continue to strengthen our presence across the North West, we’re looking for an ambitious, relationship-led sales professional to take ownership of a high-potential region and accelerate growth. This is a visible, field-based distribution role focused on platform growth. You will represent a trusted, award-winning proposition to adviser firms across Scotland, building deep partnerships that drive long-term inflows and strategic alignment. You will have genuine autonomy to shape your regional plan, backed by a collaborative national sales team, strong brand recognition, competitive pricing and a broad investment offering. This is an opportunity to combine strategic territory planning with hands-on adviser engagement in a business that continues to gain market share. If you are motivated by winning new firms, influencing platform adoption and becoming a trusted partner to advisers, this role offers real scope to make your mark. - 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. Qualifications - 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. Requirements - 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 (Desirable). 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%. - 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 gym. - 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. - Access to a range of benefits from our sponsorship deals.
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