Job Description
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 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 BDC role is to create new relationships and develop existing relationships with financial advisers to increase flows into the AJ Bell Investcentre platform and the investment products we offer here at AJ Bell.
The BDC role will involve:
- Generating interest in the AJ Bell Investcentre platform through proactive contact with varying 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
Who would suit a BDC role:
- 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
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 fastest-growing investment platform businesses in the UK, with over 480,000 customers using our award-winning platform propositions to manage assets totalling more than £75.1 billion. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with an office in central London, we now have over 1000 employees and have been named one of the Sunday Times ‘Best 100 Companies to Work For’ for three consecutive years.
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
- 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
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 based on qualifications, merit, and business need.