Full-Time Investment Platform Business Development Manager

AJ Bell is seeking a Regional Sales Manager to drive business growth and strengthen adviser relationships.

What you’ll do:

• Take ownership of your regional business plan.
• Build partnerships with financial advisers.
• Collaborate with Business Development Consultants and Support teams.
• Promote investment solutions including MPS and passive funds.
• Deliver adviser presentations and technical sessions.
• Oversee the onboarding of new firms.
• Use tools like Financial Express and Touchstone.
• Maintain relationships with investment partners.
• Ensure activities align with Consumer Duty principles.

What we’re looking for:

• Proven success in sales or business development 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.

Desirable:

• Level 4 Diploma in Regulated Financial Planning.
• Familiarity with AJ Bell’s platform and tools.
• Excellent planning, negotiation, and influencing skills.

AJ Bell is an investment platform business with over 644,000 customers and £103.3 billion in assets.

Benefits:

• Competitive salary + bonus
• 27 days holiday
• Pension schemes
• Discretionary bonus scheme
• Free share awards
• Health Cash Plan
• Discounted healthcare
• Free on-site gym
• Employee Assistance Programme
• Bike loan scheme
• Enhanced leave
• Discounted nursery fees
• Travel loans
• Death in service scheme
• Volunteer time off
• Charitable giving
• Social events
• Personal development programmes
• Technical training
• Professional qualification support
• Talent development programmes
• Peer recognition scheme
• Leadership breakfasts and lunches
• Sponsorship deals

AJ Bell is committed to equal opportunities.

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