Business Development Consultant

AJ Bell; United Kingdom; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading investment platform company in the UK is seeking a Business Development Consultant to drive growth and build relationships with financial advisers. The successful candidate will proactively promote the AJ Bell Investcentre platform and deliver tailored support to new firms. Ideal applicants will possess a background in financial services, strong communication skills, and a passion for achieving sales targets. This role involves a hybrid working model, combining remote work with in-office collaboration.

Benefits

Competitive starting salary and sales bonus

25 days holiday, increasing with service

Pension scheme with matched contributions

Discretionary bonus scheme

Health Cash Plan

Discounted private healthcare

Qualifications

• Proven experience in a platform and investments environment, ideally within financial services or fintech.
• Strong understanding of investment platforms and financial adviser business models.
• A confident communicator with excellent interpersonal skills.

Responsibilities

• Proactively generate interest in the AJ Bell Investcentre platform.
• Convert new business opportunities and strengthen relationships.
• Deliver a seamless onboarding experience for new firms.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Time Management

Cold Calling

Computer Literacy

Customer Relationship Management

Job description

Overview

We’re looking for a Business Development Consultant to join our high-performing Business Development team at AJ. You’ll be instrumental in helping us achieve our ambitious growth targets by building and nurturing relationships with financial advisers and promoting the benefits of the AJ Bell Investcentre platform and investment solutions.

What you’ll be doing

• Proactively generating interest in the AJ Bell Investcentre platform by engaging with key stakeholders at adviser firms.
• Promoting our Managed Portfolio Service and multi-asset funds ensuring advisers clearly understand the value they bring.
• Converting new business opportunities and strengthening relationships with existing financial adviser firms.
• Identifying developing and securing small to mid-sized new business migrations.
• Driving lead generation through targeted outreach and proactive communication.
• Delivering a seamless onboarding experience for new firms including tailored training and ongoing support.
• Following up on high‑potential leads passed through Marketing and the Business Development Support team.
• Conducting face‑to‑face meetings as needed to deepen adviser relationships and secure business.

What we’re looking for

• Proven experience in a platform and investments environment, ideally within financial services or fintech.
• Strong understanding of investment platforms, financial adviser business models and investment solutions.
• A confident communicator with excellent interpersonal written and verbal skills.
• A highly motivated self‑starter with a proactive approach and a track record of achieving sales targets.
• Organised and deadline‑driven with the ability to manage and prioritise a varied workload.
• Passionate about learning and development, especially in working towards relevant professional qualifications (e.g. CISI CII).
• A full UK driving licence and willingness to travel when needed.

What you’ll get in return

• A fantastic opportunity to grow your career in business development within a dynamic and respected organisation.
• Freedom to take ownership of your own region workload and approach.
• Direct collaboration with Senior Management, Marketing and AJ Bell Investments teams.
• A supportive environment with access to internal training, mentoring and progression pathways.
• Financial support for professional qualifications to help you advance your career.
• Eligibility for the Business Development Bonus Scheme and other employee benefits.

About Us

AJ Bell is one of the fastest‑growing investment platform businesses in the UK offering an award‑winning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award‑winning platform propositions to manage assets totalling more than 103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having been listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK’s Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork. We have a great sense of pride in what we do and this is reflected in our guiding principles.

Benefits

• Competitive starting salary and sales bonus
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service, plus a holiday buy‑and‑sell scheme
• A choice of pension schemes with matched contributions up to 6%
• 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 with 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
• Parking at Exchange Quay (subject to availability)
• 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
• Casual dress code
• Access to a range of benefits from our sponsorship deals

Hybrid Working

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model where you’ll spend 3‑4 days per week in the office. For new team members the first 3 months will be spent full‑time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above or just want to know more about the company and the role we’d love to speak to you.

Remote Work

Yes

Employment Type

Full‑time

Key Skills

• Business Development
• Sales Experience
• Direct Sales
• B2B Sales
• Time Management
• Cold Calling
• Computer Literacy
• Telemarketing
• Customer relationship management
• Economic Development
• Cordova
• CRM Software

Experience

Years: 1

Vacancy

1