Investment Platform BD Lead for Adviser Growth

AJ Bell; United Kingdom; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading investment platform company is seeking a Business Development Consultant to drive growth through building relationships with financial advisers. This role includes promoting investment services and securing new business. Ideal candidates will have experience in a financial services environment and excellent communication skills. The position offers a competitive salary, bonuses, and a supportive working environment, including access to training and professional development opportunities. Candidates should thrive on developing and nurturing key relationships within the industry.

Benefits

Competitive salary

Sales bonus

25 days holiday, increasing with service

Pension scheme with matched contributions

Discretionary bonus scheme

Health Cash Plan

Free gym access

Personal development programs

Hybrid working model

Employee Assistance Programme

Qualifications

• Proven experience in a platform and investments environment.
• Strong understanding of investment platforms and financial adviser business models.
• Excellent interpersonal, written and verbal communication skills.
• Motivated self-starter with a track record of achieving sales targets.
• Organised and deadline-driven with varied workload management abilities.
• Full UK driving licence and willingness to travel.

Responsibilities

• Generate interest in the AJ Bell Investcentre platform through engagement.
• Promote Managed Portfolio Service and multi-asset funds.
• Convert new business opportunities and strengthen relationships.
• Develop and secure new business migrations.
• Drive lead generation through targeted outreach.
• Deliver onboarding experiences including tailored training.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Time Management

Cold Calling

Computer Literacy

Telemarketing

Customer Relationship Management

Education

Relevant professional qualifications (e.g. CISI CII)

Tools

CRM Software

Job description

A leading investment platform company is seeking a Business Development Consultant to drive growth through building relationships with financial advisers. This role includes promoting investment services and securing new business. Ideal candidates will have experience in a financial services environment and excellent communication skills. The position offers a competitive salary, bonuses, and a supportive working environment, including access to training and professional development opportunities. Candidates should thrive on developing and nurturing key relationships within the industry.