AJ Bell logo
AJ Bell

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

Business Development RepBusiness Development RepFull TimeRemoteSeniorTeam 1,001-5,000Since 1995H1B No SponsorCompany SiteLinkedIn

Location

United Kingdom

Posted

32 days ago

Salary

0

Seniority

Senior

Professional CertificateEnglish

Job Description

Platform Business Development Manager

AJ Bell

• 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.

Job 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

  • 27 days holiday, increasing with service + buy/sell scheme + bank holidays
  • 8% Pension with matched contributions
  • Discretionary bonus scheme
  • Share schemes (including free shares and BAYE)
  • Health Cash Plan and discounted private healthcare
  • Free onsite gym
  • Enhanced family leave (subject to qualifying criteria)
  • Travel and bike loan schemes
  • Employee Assistance Programme
  • Regular social events including summer and Christmas parties
  • Learning and development opportunities tailored to you
  • Casual dress code
  • Friendly, supportive team environment

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