Are you a commercially driven Business Development Manager with a strong North West adviser network and a passion for investment solutions?
AJ Bell is one of the UKs leading investment platforms and a FTSE 250 success story. As we continue to strengthen our presence across the North West, were looking for an ambitious, relationship-led sales professional to take ownership of a high-potential region and accelerate growth.
This is a visible, field-based distribution role focused on platform growth. You will represent a trusted, award-winning proposition to adviser firms across the North West, building deep partnerships that drive long-term inflows and strategic alignment.
You will have genuine autonomy to shape your regional plan, backed by a collaborative national sales team, strong brand recognition, competitive pricing and a broad investment offering. This is an opportunity to combine strategic territory planning with hands-on adviser engagement in a business that continues to gain market share.
If you are motivated by winning new firms, influencing platform adoption and becoming a trusted partner to advisers, this role offers real scope to make your mark.
What youll do:
Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement
Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach.
Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance.
Promote AJ Bells full range of investment solutions including MPS, passive funds, and our award-winning platform.
Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bells proposition.
Oversee the onboarding of new firms, ensuring a smooth and positive experience.
Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance.
Maintain relationships with key investment partners and fund groups to maximise regional potential.
Ensure all activities align with Consumer Duty principles and regulatory expectations.
What were looking for
Essential:
Proven success in a field-based sales or business development role within the investment platform or financial services market.
Strong network of IFA and adviser firm relationships.
In-depth understanding of platform propositions, SIPP, and investment solutions.
Desirable:
Level 4 Diploma in Regulated Financial Planning.
Familiarity with AJ Bells platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios.
Excellent planning, negotiation, and influencing skills.
About AJ Bell
AJ Bell is one of the UKs fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.
Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, were helping more people take control of their financial futures.
Were proud to be recognised as one of the UKs Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture.
What we offer
27 days holiday, increasing with service + buy/sell scheme + bank holidays
8% 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
Inclusion & diversity
Were 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.
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