AJ Bell

Business Development Consultant

AJ Bell

full-time

Posted on:

Location Type: Hybrid

Location: 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

About the role

  • Proactively generating interest in the AJ Bell Investcentre platform by engaging with key stakeholders at adviser firms.
  • Promoting our Managed Portfolio Service and multi-asset funds, ensuring advisers clearly understand the value they bring.
  • Converting new business opportunities and strengthening relationships with existing financial adviser firms.
  • Identifying, developing, and securing small to mid-sized new business migrations.
  • Driving lead generation through targeted outreach and proactive communication.
  • Delivering a seamless onboarding experience for new firms, including tailored training and ongoing support.
  • Following up on high-potential leads passed through Marketing and the Business Development Support team.
  • Conducting face-to-face meetings as needed to deepen adviser relationships and secure business.

Requirements

  • Proven experience in a platform and investments environment, ideally within financial services or fintech.
  • Strong understanding of investment platforms, financial adviser business models, and investment solutions.
  • A confident communicator with excellent interpersonal, written, and verbal skills.
  • A highly motivated self-starter with a proactive approach and a track record of achieving sales targets.
  • Organised and deadline-driven, with the ability to manage and prioritise a varied workload.
  • Passionate about learning and development, especially in working towards relevant professional qualifications (e.g. CISI, CII).
  • A full UK driving licence and willingness to travel when needed.
Benefits
  • Competitive starting salary + sales bonus
  • Starting holiday entitlement of 25 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 6%
  • Discretionary bonus scheme
  • 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 on-site gym providing a wide range of free classes
  • Employee Assistance Programme
  • Bike loan scheme
  • Sick pay+ pledge
  • Enhanced maternity, paternity, and shared parental leave
  • Discounted nursery fees at Kids Planet on Exchange Quay
  • 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
  • Parking at Exchange Quay (Subject to availability)
  • Personal development programmes built around you and your career goals, including access to personal skills workshops
  • 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
  • Casual dress code
  • Access to a range of benefits from our sponsorship deals

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment platformsfinancial adviser business modelsinvestment solutionslead generationbusiness developmentsales targetsonboarding experiencetrainingcommunication
Soft skills
confident communicatorinterpersonal skillswritten skillsverbal skillsself-starterproactive approachorganiseddeadline-drivenability to manage workloadpassionate about learning
Certifications
CISICII