Investment Platform Business Development Manager

AJ Bell plc; Scotland; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading UK investment platform is seeking an Investment Platform Business Development Manager to drive growth and build adviser relationships in the North of England and Scotland. This role offers a competitive salary, hybrid working model, and substantial benefits. Ideal candidates should have a proven sales record and strong connections in the financial services industry.

Benefits

Competitive starting salary + sales bonus

27 days holiday

Pension scheme with matched contributions

Health Cash Plan

Discounted private healthcare

Free on-site gym

Enhanced parental leave

Qualifications

• Proven success in a field-based sales or business development role within the investment platform or financial services market.
• In-depth understanding of platform propositions, SIPP, and investment solutions.
• Familiarity with AJ Bell’s platform and investment solutions.

Responsibilities

• Take full ownership of your regional business plan to deliver new business targets.
• Build strong partnerships with financial advisers and firms.
• Deliver engaging adviser presentations and oversee the onboarding of new firms.

Skills

Proven success in field-based sales

Strong network of IFA and adviser firm relationships

Excellent planning, negotiation, and influencing skills

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Bulk Dealing

Model Portfolios

Job description

Investment Platform Business Development Manager

Locations: North of England and Scotland

Are you a driven and strategic sales professional looking to represent one of the UK’s leading investment platforms?

AJ Bell is seeking an ambitious Regional Sales Manager to drive business growth, strengthen adviser relationships, and increase market share across your region.

This is a fantastic opportunity to join a FTSE 250 company recognised for innovation, service excellence, and sustained growth. You’ll have the autonomy to shape your regional strategy while being supported by a collaborative and high-performing national sales team.

What you’ll 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 Bell’s 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 Bell’s 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 we’re looking for

• 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.
• Level 4 Diploma in Regulated Financial Planning.
• Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios.
• Excellent planning, negotiation, and influencing skills.

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 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.

In return for your hard work you will be entitled to:

• Competitive starting salary + sales bonus
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• 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 providing a wide range of free classes
• Employee Assistance Programme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• 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 a minimum of 50% of your working time per month in the office. For new team members, an initial period will be 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.