Full-Time Business Development Manager - Investments

AJ Bell is seeking a Business Development Manager to lead new business growth across the North region. This role involves promoting our 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.
• Identify, engage, and sign up new adviser firms.
• Build long-term, trusted relationships with financial advisers.
• Maintain detailed meeting notes and report inflows/outflows.
• Collaborate across AJ Bell teams to maximise results.
• Represent AJ Bell Investments at 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.
• Confident communicator with strong interpersonal and negotiation skills.
• Collaborative approach.
• 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?

Which countries are accepted for this remote job?