Platform Business Development Manager

AJ Bell

Business Development Manager responsible for driving platform growth for AJ Bell, leveraging a network of advisers in the North West. Focused on building partnerships and delivering investment solutions.

Posted 4/24/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

field-based salesbusiness developmentinvestment solutionsplatform propositionsSIPPBulk DealingModel Portfolios

Soft Skills

planningnegotiationinfluencingrelationship buildingpresentation skills

Certifications

Level 4 Diploma in Regulated Financial Planning