Business Development Consultant
3 weeks ago
Job Title: Business Development Consultant
About the Role:
We are seeking a highly motivated and experienced 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 further grow our market share.
Key Responsibilities:
- Generating interest in the AJ Bell Investcentre platform through proactive contact with stakeholders within adviser firm practices
- Engaging with adviser firms to help them understand the benefits of using the Managed Portfolio Service and multi-asset funds that AJ Bell offer
- 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 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:
- Excellent opportunity to continue developing a career in Business Development and sales
- Freedom to use your own initiative to generate varying workloads and proactively manage your own time
- Work closely with Senior Management and other departments such as Marketing and AJ Bell Investments 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
- Be part of the Business Development Bonus Scheme
Benefits:
- Competitive starting salary
- Generous holiday allowance increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Discretionary sales bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- 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
- Paid volunteering opportunities
- Free social events and more
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