Full-Time Business Development Manager - Investments

AJ Bell is seeking a Business Development Manager to drive new business growth in the North region. This role focuses on promoting AJ Bell Investments' funds, Model Portfolio Services (MPS), and PMPS to financial advisers and discretionary firms.

What you’ll do:

• Lead and deliver regional new business targets for AJ Bell Investments.
• Develop and execute a regional business plan.
• Engage and sign up new adviser firms.
• Build long-term relationships with financial advisers.
• Conduct regular meetings with top firms, providing quarterly SWOT analyses.
• Maintain detailed meeting notes and report inflows/outflows.
• Collaborate across AJ Bell teams to maximise results.
• Represent AJ Bell Investments at national sales meetings and client-facing events.
• Stay up to date with platform developments and investment proposition enhancements.
• Share best practice across teams and contribute to training.

What we’re looking for:

• Proven track record in investment sales or business development.
• 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.
• Excellent understanding of investment propositions, platforms, and the UK regulatory landscape.

Skills:

• 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.

What is the last date for applying to the job?

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