Regional Investment Platform Growth Lead

AJ Bell plc; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment platform in the UK is seeking an accomplished Investment Platform Business Development Manager to spearhead regional business growth. You'll enhance adviser relationships and drive market share through strategic initiatives while working with a high-performing sales team. Ideal candidates have a proven success in sales within the financial services, strong adviser networks, and in-depth industry knowledge. Competitive salary, bonuses, and excellent benefits are offered, including a hybrid working model.

Benefits

Competitive starting salary + sales bonus

27 days holiday, increasing to 31

Pension schemes with matched contributions

Annual free share awards

Health Cash Plan

Discounted private healthcare

On-site gym access

Employee Assistance Programme

Enhanced parental leave

Personal development programmes

Qualifications

• Proven success in a field-based sales or business development role.
• Strong network of IFA and adviser firm relationships.
• In-depth understanding of platform propositions, SIPP, and investment solutions.

Responsibilities

• Take ownership of the regional business plan to meet targets.
• Build partnerships with financial advisers in your region.
• Deliver adviser presentations and oversee onboarding of new firms.

Skills

Field-based sales success

Strong IFA and adviser relationships

Negotiation and influencing skills

Understanding of platform propositions

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Bulk Dealing

Model Portfolios

Job description

A leading investment platform in the UK is seeking an accomplished Investment Platform Business Development Manager to spearhead regional business growth. You'll enhance adviser relationships and drive market share through strategic initiatives while working with a high-performing sales team. Ideal candidates have a proven success in sales within the financial services, strong adviser networks, and in-depth industry knowledge. Competitive salary, bonuses, and excellent benefits are offered, including a hybrid working model.