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.

Platform Business Development Manager

Key skills