[Hiring] Platform Business Development Manager @AJ Bell

Role Description

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 UK’s leading investment platforms and a FTSE 250 success story. As we continue to strengthen our presence across the North West, we’re 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 Scotland, 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.

• 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.

Qualifications

• 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.

Requirements

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

Benefits

• 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%.
• 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 gym.
• Employee Assistance Programme.
• Bike loan scheme.
• Sick pay+ pledge.
• Enhanced maternity, paternity, and shared parental leave.
• Loans for travel season tickets.
• Death in service scheme.
• Paid time off for volunteer work.
• Charitable giving opportunities through salary sacrifice.
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more.
• Ongoing technical training.
• Professional qualification support.
• Talent development programmes.
• 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.