Platform Business Development Manager – North West

AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. They are seeking a commercially driven Business Development Manager to take ownership of a high-potential region in the North West, focused on building partnerships with adviser firms and driving platform growth.

Responsibilities:

• 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

Requirements:

• 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
• Familiarity with AJ Bell's platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios
• Excellent planning, negotiation, and influencing skills