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    Manchester, United Kingdom AJ Bell Full time

    Job DescriptionWe are seeking a skilled Business Development Consultant to join our team at AJ Bell. As a Business Development Consultant, you will play a key role in helping us achieve our new business targets and grow our market share.The purpose of this role is to create new relationships and develop existing relationships with financial advisers to...

Business Development Consultant

2 months ago

Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking a highly motivated and results-driven Business Development Consultant to join our team at AJ Bell Management Limited. As a Business Development Consultant, you will play a key role in helping us achieve our new business targets and further grow our market share.

The purpose of this role is to create new relationships and develop existing relationships with financial advisers to increase flows into our platform and investment products.

The Business Development Consultant role will involve:

  • Generating interest in our platform through proactive contact with stakeholders within adviser firm practices
  • Engaging with adviser firms to help them understand the benefits of using our Managed Portfolio Service and multi-asset funds
  • Closing new business opportunities with new and existing financial adviser firms
  • Identifying, developing and securing small to medium new business migrations
  • Creating own leads through targeted proactive communication
  • Onboarding new firms by ensuring a thorough training plan is implemented and relevant ongoing training is provided to avoid poor outcomes
  • Dealing with high potential referrals provided by the Business Development Support team and through Marketing activities
  • Running face-to-face meetings with advisers as required

Requirements:

  • Experience and proven success working proactively in a platform and investments environment
  • An understanding of investment platforms, investment propositions, financial advisers and their business practices
  • Excellent written and verbal communication skills and experience proactively building and maintaining customer relationships
  • A track record of meeting deadlines and being well organised
  • Proven self-motivation skills to generate workloads using own initiative and with minimal supervision
  • An enthusiasm to work in a target driven environment and take responsibility for increasing new business
  • A desire to further your skills and knowledge by working towards professional qualifications, in particular relating to investments
  • Full UK driving licence

What we offer:

  • Generous holiday allowance increasing up to 30 days with service, plus bank holidays
  • Discretionary sales bonus
  • Contributory pension scheme
  • Buy as you earn share scheme
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • On-site gym and personal trainer led classes
  • Free social events and more

AJ Bell Management Limited 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.