Business Development Consultant

AI overview

This role involves proactively generating interest in the AJ Bell Investcentre platform and strengthening relationships with financial advisers to support ambitious growth targets.

We’re looking for a Business Development Consultant to join our high-performing Business Development team at AJ Bell. In this role, you’ll be instrumental in helping us achieve our ambitious growth targets by building and nurturing relationships with financial advisers and promoting the benefits of the AJ Bell Investcentre platform and investment solutions.

What you’ll be doing:

  • Proactively generating interest in the AJ Bell Investcentre platform by engaging with key stakeholders at adviser firms.
  • Promoting our Managed Portfolio Service and multi-asset funds, ensuring advisers clearly understand the value they bring.
  • Converting new business opportunities and strengthening relationships with existing financial adviser firms.
  • Identifying, developing, and securing small to mid-sized new business migrations.
  • Driving lead generation through targeted outreach and proactive communication.
  • Delivering a seamless onboarding experience for new firms, including tailored training and ongoing support.
  • Following up on high-potential leads passed through Marketing and the Business Development Support team.
  • Conducting face-to-face meetings as needed to deepen adviser relationships and secure business.

What we’re looking for:

  • Proven experience in a platform and investments environment, ideally within financial services or fintech.
  • Strong understanding of investment platforms, financial adviser business models, and investment solutions.
  • A confident communicator with excellent interpersonal, written, and verbal skills.
  • A highly motivated self-starter with a proactive approach and a track record of achieving sales targets.
  • Organised and deadline-driven, with the ability to manage and prioritise a varied workload.
  • Passionate about learning and development, especially in working towards relevant professional qualifications (e.g. CISI, CII).
  • A full UK driving licence and willingness to travel when needed.

What you’ll get in return:

  • A fantastic opportunity to grow your career in business development within a dynamic and respected organisation.
  • Freedom to take ownership of your own region, workload, and approach.
  • Direct collaboration with Senior Management, Marketing, and AJ Bell Investments teams.
  • A supportive environment with access to internal training, mentoring, and progression pathways.
  • Financial support for professional qualifications to help you advance your career.
  • Eligibility for the Business Development Bonus Scheme and other employee benefits.

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 25 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 6%
  • 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
  • Parking at Exchange Quay (Subject to availability)
  • 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
  • Casual dress code
  • 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 3-4 days per week in the office. For new team members, the first 3 months will be spent 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.

Perks & Benefits Extracted with AI

  • Equity Compensation: Annual free share awards scheme
  • Health Insurance: Discounted private healthcare scheme and dental plan
  • Other Benefit: Charitable giving opportunities through salary sacrifice
  • Paid Time Off: Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme

We're now recruiting a Head of Customer Marketing (D2C) to be responsible for the acquisition, engagement and analysis of customers across the AJ Bell retail platform, taking ownership for the deployment of the company’s acquisition strategy, with a lens on delivering excellent customer outcomes and marketing budget. Working directly with the Head of Brand and Marketing Director, the role requires an excellent understanding of brand, marketing and customer behaviours in a digital marketing environment. The position is a strategically senior role, leading the setting of acquisition budgets, communication with customers, deployment of marketing spend and analysis of customer data whilst providing leadership of the retail customer team.What does the job involve?Overall responsibility for creation and deployment of customer acquisition budgetsResponsibility for retail customer communications strategy, with a focus on giving clear and accurate informationLeadership of retail customer team.Deployment of marketing spend to achieve agreed customer acquisition and cross-sell targetsAnalysis of customer behaviour trends, including presentations to executive management and BoardOwnership of media buying agency relationshipOwnership of internal relations with Brand, Product, Strategic Partnerships and Strategic Planning & GovernanceInteraction with Strategic Partnerships on customer pricing and retention strategiesSupporting and enabling the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.Key Responsibilities:Execution of customer acquisition strategy, in line with regulatory requirementsWorking with Brand to maximise new funded customer conversionsDelivery of customer communicationsManagement of customer marketing teamReporting and development of customer behaviour modelsParticipation in senior management function for D2C platformCreation and delivery of MI reports for areas of responsibilityAbout you:You'll have the ability to acquire customers effectively in a heavily regulated environmentExcellent knowledge of customer marketing techniques in a digital marketing settingStrong leadership skills and ability to drive results against agreed budget envelopesAbility to negotiate effectively with external partiesEffective management of internal relationships across both D2C and Advised platformsAbility to anticipate trends in customer needsExcellent statistical knowledge and ability to communicate complex data effectively.Strategic planning skillsAbout 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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.What we offer:Starting salary of £90,000 - £110,000 (DOE)Generous holiday allowance increasing up to 31 days with service, plus bank holidaysHoliday buy/sell schemeHybrid working policyCasual dress codeDiscretionary bonusContributory pension schemeHealthcare Cash PlanBuy as you earn share schemeFree annual share schemePaid study support for qualificationsEnhanced maternity/paternity scheme from day oneBike loanSeason ticket loan portalDiscounted PMI and DentalFree gymPaid volunteering opportunities, free social events and moreAJ 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.

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