Investment Platform Specialist

3 weeks ago

Manchester, United Kingdom AJ Bell Management Limited Full time

**About the Role**

We are looking for a skilled Investment Platform Specialist to join our team at AJ Bell Management Limited. The successful candidate will be responsible for generating interest in the AJ Bell Investcentre platform and engaging with adviser firms to help them understand the benefits of using our services.

This is an excellent opportunity to develop your skills and knowledge in a fast-paced environment and take responsibility for increasing new business. If you have experience working proactively in a platform and investments environment and possess excellent written and verbal communication skills, then we would like to hear from you.

**Responsibilities:**

  • Generate interest in the AJ Bell Investcentre platform through proactive contact with varying stakeholders within adviser firm practices
  • 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
  • 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 organized
  • 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:**

  • Estimated salary range: £35,000 - £45,000 per annum depending on experience
  • 25 days annual leave, 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
  • Buy As You Earn (BAYE) 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
  • Parking at Exchange Quay
  • 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
  • Monthly leadership breakfasts and lunches
  • Casual dress code
  • Access to a range of benefits from our sponsorship deals

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