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.
Ensure all activities align with Consumer Duty principles and regulatory expectations.

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.

Competitive starting salary + sales bonus
Starting holiday entitlement of 27 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 8%
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
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
Access to a range of benefits from our sponsorship deals

Platform Business Development Manager

Key skills