Adviser Facing Investment Growth Consultant

AJ Bell; Manchester; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Competitive starting salary

25 days holiday

6% Pension with matched contributions

Discretionary bonus scheme

Share schemes (free shares)

Health Cash Plan

Free onsite gym

Enhanced family leave

Travel and bike loan

Employee Assistance Programme

Job summary

AJ Bell is seeking an Investment Business Development Consultant to grow AJ Bell Investments with adviser firms. You will build relationships, uncover opportunities and help advisers understand MPS, multi-asset funds and partnership solutions.

You’ll work closely with investment and platform sales to convert conversations into qualified opportunities and support customer outcomes while contributing to regional targets and a growing investment flow.

Qualifications

• Experience in an adviser-facing investment, business development or sales role within financial services.
• Good understanding of the UK financial adviser, investment and platform market.
• Knowledge of MPS and multi-asset funds, with ability to explain investment approach, risk and charges clearly.
• Strong consultative sales skills; ability to identify opportunities by understanding adviser needs.

Responsibilities

• Build and develop relationships with adviser firms, understanding their propositions, client needs, existing providers and review cycles.
• Generate and qualify new investment opportunities through outreach, referrals and marketing; progress to clear next steps.
• Explain MPS, multi-asset funds and partnership solutions clearly; use consultative approach to meet adviser requirements.
• Own and progress a portfolio of adviser relationships and sales opportunities; contribute to investment flow and regional targets.
• Collaborate with Investment Business Development Managers and regional platform sales teams on larger opportunities; coordinate research and meetings.
• Support adviser research and due diligence; provide information on investment approach, risk and charges.
• Develop relationships by identifying opportunities for wider adoption and spotting asset-retention risks early.
• Keep accurate CRM and pipeline information; share adviser/competitor insight with the team.

Skills

Adviser-facing sales

UK financial market knowledge

MPS/multi-asset knowledge

Consultative selling

Professional communication

Lead generation

CRM management

Investment qualifications helpful

Education

Investment/financial planning qualification

Job description

AJ Bell is seeking an Investment Business Development Consultant to grow AJ Bell Investments with adviser firms. You will build relationships, uncover opportunities and help advisers understand MPS, multi-asset funds and partnership solutions.

You’ll work closely with investment and platform sales to convert conversations into qualified opportunities and support customer outcomes while contributing to regional targets and a growing investment flow.