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Business Development Apprentice

2 months ago

Manchester, United Kingdom AJ Bell Management Limited Full time
About the Role

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

Key Responsibilities
  1. Generating Interest: Proactively contact stakeholders within adviser firm practices to generate interest in our AJ Bell Investcentre platform.
  2. Engaging with Advisers: Engage with adviser firms to help them understand the benefits of using our Managed Portfolio Service and multi-asset funds.
  3. Closing New Business: Close new business opportunities with new and existing financial adviser firms.
  4. Identifying New Opportunities: Identify, develop, and secure small to medium new business migrations.
  5. Creating Own Leads: Create own leads through targeted proactive communication.
  6. Onboarding New Firms: Onboard new firms by ensuring a thorough training plan is implemented and relevant ongoing training is provided.
  7. Dealing with Referrals: Deal with high potential referrals provided by the Business Development Support team and through Marketing activities.
  8. Running Face-to-Face Meetings: Run face-to-face meetings with advisers as required.
Requirements
  1. Experience and Proven Success: Experience and proven success working proactively in a platform and investments environment.
  2. Understanding of Investment Platforms: An understanding of investment platforms, investment propositions, financial advisers, and their business practices.
  3. Excellent Communication Skills: Excellent written and verbal communication skills and experience proactively building and maintaining customer relationships.
  4. Organizational Skills: A track record of meeting deadlines and being well organized.
  5. Self-Motivation: Proven self-motivation skills to generate workloads using own initiative and with minimal supervision.
  6. Target-Driven Environment: An enthusiasm to work in a target-driven environment and take responsibility for increasing new business.
  7. Professional Qualifications: A desire to further your skills and knowledge by working towards professional qualifications, in particular relating to investments.
  8. Full UK Driving Licence: Full UK driving licence.
What We Offer
  1. Excellent Career Opportunities: Excellent opportunity to continue developing a career in Business Development and sales.
  2. Autonomy and Flexibility: Freedom to use your own initiative to generate varying workloads and proactively manage your own time.
  3. Collaboration with Senior Management: Work closely with Senior Management and other departments such as Marketing and AJ Bell Investments to capitalize on potential new business opportunities.
  4. Industry Knowledge: Gain a wider understanding of the industry, investments, and financial advisers.
  5. Training and Development: Develop skills and enhance career progression potential through dedicated internal training sessions.
  6. Financial Support: Financial support to study towards professional qualifications.
  7. Business Development Bonus Scheme: Be part of the Business Development Bonus Scheme.
About Us

AJ Bell Management Limited 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 528,000 customers using our award-winning platform propositions to manage assets totaling more than £83.

We are committed to building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

We are an equal opportunities employer and welcome applications from all qualified candidates. All decisions to hire are based on qualifications, merit, and business need.