Key skills
LeadershipNegotiationSales
About this role
Role Overview
- 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.
Requirements
- 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.
Benefits
- 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