Lead and deliver regional new business targets for AJ Bell Investments
Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events
Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process
Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs
Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships
Maintain detailed meeting notes and report inflows/outflows to the Head of Sales
Collaborate across AJ Bell teams – including Investments, Business Development, Key Accounts, and Platform Sales to maximise results
Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events
Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers
Share best practice across teams and contribute to training that enhances overall performance

Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment
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, able to work effectively with internal teams and external partners
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

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

Regional Investment Business Development Manager

Key skills