Senior Business Development Consultant

Aj Bell; Manchester; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

25 days holiday

6% Pension with matched contributions

Discretionary bonus scheme

Share schemes (including free shares)

Health Cash Plan

Free onsite gym

Enhanced family leave

Travel and bike loan schemes

Employee Assistance Programme

Job summary

AJ Bell is seeking a Senior Business Development Consultant to own new business with financial advisers, increasing flows onto AJ Bell Investcentre and promoting our investment solutions. You will prospect, meet advisers, and work with regional managers to convert opportunities into sustainable relationships while mentoring colleagues and upholding regulatory standards.

You will engage with advisers to explain platform benefits, migrate opportunities, and represent AJ Bell at regional events,

Qualifications

• Strong knowledge of the UK adviser platform market and how adviser firms operate.
• Experience selling platform, SIPP and investment solutions, including multi-asset funds or Managed Portfolio Services.
• Consistent track record of meeting or exceeding new business targets and building high-quality adviser relationships.
• Structured approach to regional management, adviser segments or targeted campaigns.
• Confident in engaging with decision-makers and presenting to advisers in various settings.
• Strong regulatory awareness and ability to adapt to different firms and market conditions.

Responsibilities

• Deliver personal new business targets across our platform and investment propositions, from engagement to conversion.
• Collaborate with regional Business Development Managers to execute focused sales plans and campaigns.
• Develop relationships with new adviser firms and migrate platforms where appropriate.
• Generate and manage your pipeline through targeted outreach and knowledge of AJ Bell Investcentre.
• Explain benefits of our platform, Managed Portfolio Service and multi-asset solutions in conversations.
• Meet advisers face-to-face or online, represent AJ Bell at events, and assist onboarding of new firms.
• Act as a platform subject matter expert and mentor colleagues in Business Development.
• Maintain high professional and regulatory standards with positive adviser outcomes.

Skills

Platform sales

UK adviser market

SIPP & investment solutions

New business development

Tools

CRM software

Job description

Job Description

As a Senior Business Development Consultant, you’ll take ownership of developing new and existing relationships with financial advisers, increasing flows onto the AJ Bell Investcentre platform and growing adoption of our investment solutions.

You’ll combine targeted prospecting and campaigns with adviser meetings, working closely with our regional Business Development Managers to turn opportunities into sustainable new business. You’ll also bring your platform expertise to the wider team, helping develop colleagues and sharing knowledge.

This is a strong next step for an experienced platform sales professional who understands the UK adviser market and is ready for greater ownership and external exposure. You’ll help advisers feel confident choosing and using AJ Bell for their clients, with knowledgeable, straightforward support that makes them feel good investing.

What does the job involve?

• Deliver your personal new business targets across our platform and investment propositions, managing opportunities from initial engagement through to conversion.
• Work with a regional Business Development Manager to create and deliver a focused sales plan, identifying priority firms, opportunities and targeted campaigns.
• Build relationships with new adviser firms while developing the commercial potential of existing relationships, including larger platform migration opportunities.
• Generate and manage your own pipeline through intelligent targeting, proactive engagement and a strong understanding of firms that do not currently use AJ Bell Investcentre.
• Help advisers understand the benefits of our platform, Managed Portfolio Service and multi-asset investment solutions through clear, relevant conversations.
• Meet adviser firms face-to-face and online, represent AJ Bell at regional industry events, and work with colleagues to support the effective onboarding and development of new firms.
• Act as a platform subject matter expert within Business Development, sharing your knowledge and supporting the development and mentoring of Business Development Consultants and other colleagues.
• Maintain high professional, technical and regulatory standards, with a clear focus on positive outcomes for advisers and their clients.

What are we looking for?

You’ll already have experience in a target-driven platform or investment sales role, together with a track record of turning opportunities into new business.

You’ll bring:

• Strong knowledge of the UK adviser platform market and a good understanding of how adviser firms operate and make platform decisions.
• Experience selling platform, SIPP and investment solutions, ideally including multi-asset funds or Managed Portfolio Services.
• A consistent track record of meeting or exceeding new business targets and building high-quality relationships with financial advisers.
• A structured approach to managing a region, adviser segment or targeted sales campaign, with the ability to plan effectively and maintain momentum across longer sales cycles.
• Confidence engaging with people at different levels, from operational contacts through to senior decision-makers.Experience presenting to advisers in one-to-one meetings, small groups and at larger events.
• Strong technical and regulatory awareness, combined with the commercial judgement to adapt your approach to different firms, stakeholders and market conditions.

About AJ Bell

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 762,000customers trust us to manage more than £121.5billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

• Competitive starting salary depending on experience
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 6% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of working

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.

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