Senior Platform Sales Lead for Financial Advisers

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

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,