Business Development Manager (North East or North West)

AJ Bell is seeking a dynamic Regional Sales Manager to lead activity and development across a key UK region. You’ll be fully accountable for new business growth, adviser engagement, and overall productivity within your territory. This is an exciting opportunity to work with a FTSE 250 investment platform business that is fast growing, innovative, and focused on providing excellent service to financial advisers and their clients.

Key Responsibilities:

• Take ownership of the regional strategy, delivering new business targets and maximising adviser engagement.
• Lead collaboration between Business Development Consultants and Business Development Support to drive regional performance.
• Develop and maintain relationships with adviser firms through a structured contact strategy aligned with our segmentation model.
• Monitor activity and performance of supporting adviser firms, taking proactive steps to maximise opportunities and address challenges.
• Promote AJ Bell’s investment solutions including MPS, passive funds, and our full platform offering.
• Deliver compelling presentations and seminars, including technical sessions, and support follow-up with prospects.
• Manage the onboarding of new firms, working closely with internal teams to resolve any issues efficiently.
• Leverage data tools (e.g., Financial Express, Touchstone) to identify and prioritise regional opportunities.
• Build and maintain relationships with regional Key Investment Partners and fund groups.
• Ensure regional team members are fully trained and confident in AJ Bell’s products and services.
• Act in accordance with regulatory expectations, supporting the delivery of good customer outcomes and the principles of Consumer Duty.

What We’re Looking For:

Essential:

• Proven experience in a field-based sales or business development role within the investment platform market.
• A strong network of IFA and adviser firm relationships.
• Deep understanding of platform propositions, including SIPP and investment solutions.

Desirable:

• Diploma in Regulated Financial Planning (Level 4).
• Experience with AJ Bell’s platform, investment proposition and tools such as Bulk Dealing and Model Portfolios.
• Strong planning, negotiation and interpersonal skills with the ability to influence at all levels.

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 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 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 1,450 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
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• 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

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.