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Investments Business Development Consultant

2 weeks ago

Salford, United Kingdom AJ Bell Full time

Are you looking for a fast-paced and results-oriented role within the platform and investments space? We have some good news.

We are recruiting for a Investment Business Development Consultant within the Business Development department to play a direct part in helping AJ Bell achieve its new business targets and further grow its market share. The purpose of the IBDC role is tocreate new relationships and develop existing relationships with financial advisers to increase flows into the investment products we offer here at AJ Bell.

The IBDC role will involve:

- Engaging with adviser firms to help them understand the benefits of using the Managed Portfolio Service and multi-asset funds that AJ Bell offer
- Increasing flows into investment products on platform and with other providers
- 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
- Dealing with high potential referrals provided by the Business Development team and through Marketing activities
- Running online and face-to-face meetings with advisers as required
- Liaising with national accounts and networks to identify whether there is tangible interest and potential
- Assisting the wider Business Development team with their investment knowledge
- Supporting the AJ Bell Investments team with Partnership firms
- Understanding all aspects of the AJ Bell Investcentre platform

Who would suit a IBDC role:

- Experience and proven success working proactively in an investment 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 mínimal 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

**Benefits**:

- 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

About us:
AJ Bell is one of the UK’s largest and best-regarded investment platforms. Over 440,000 customers currently trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financialfutures. From our offices in Manchester, London and Bristol, we offer an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience.

There are opportunities for growth and professional development for members wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

What we offer:

- Competitive starting salary
- Generous holiday allowance increasing up to 30 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary 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

AJ Bell 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 basedon qualifications, merit and business need.