Business Development Specialist
3 days ago
About the Role
AJ Bell Management Limited is seeking a highly motivated and experienced Business Development Specialist to join our team. As a Business Development Specialist, you will play a key role in helping us achieve our business targets and further grow our market share.
Key Responsibilities
- Business Development
- Identify and develop new business opportunities with financial advisers to increase flows into the AJ Bell Investcentre platform and the investment products we offer.
- Engage with adviser firms to help them understand the benefits of using the Managed Portfolio Service and multi-asset funds that AJ Bell offers.
- Closing new business opportunities with new and existing financial adviser firms.
- Identifying, developing, and securing small to medium new business migrations.
- 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.
- Develop and maintain strong relationships with financial advisers and their firms.
- Provide excellent written and verbal communication skills to build trust and confidence with clients.
- Contribute to the growth of AJ Bell's business by identifying and capitalizing on new business opportunities.
- Work closely with Senior Management and other departments to achieve business targets.
What We Offer
- Opportunities for Career Growth
- Excellent opportunity to continue developing a career in Business Development and sales.
- Work closely with Senior Management and other departments to capitalize on potential new business opportunities.
- Gain a wider understanding of the industry, investments, and financial advisers.
- Develop skills and enhance career progression potential through dedicated internal training sessions.
- Financial support to study towards professional qualifications.
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
- Holiday buy and sell scheme.
- A choice of pension schemes with matched contributions up to 6%.
- Discretionary bonus scheme.
- Annual free share awards scheme.
- Health Cash Plan – provided by Medicash.
- Discounted private healthcare scheme and dental plan.
- Free gym membership, with an on-site gym providing a wide range of free classes.
- Employee Assistance Programme.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- Discounted nursery fees at Kids Planet on Exchange Quay.
- Loans for travel season tickets.
- 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.
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.
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