Investment Business Development Consultant

Job Description

As an Investment Business Development Consultant, you’ll play an important role in growing the use of AJ Bell Investments across new and existing adviser firms. You’ll build relationships, uncover opportunities and help advisers understand where our Managed Portfolio Service (MPS), multi-asset funds and partnership investment solutions could meet their needs. Working closely with our investment and platform sales teams, you’ll turn conversations into well-qualified opportunities and help build sustainable investment flows, while supporting the good customer outcomes at the heart of Feel Good Investing.

What you'll do

• Build and develop relationships with adviser firms, understanding their investment propositions, client needs, existing providers and review cycles.
• Generate and qualify new investment opportunities through proactive outreach, referrals and marketing activity, progressing them through to clear next steps.
• Explain our MPS, multi-asset funds and partnership investment solutions clearly and confidently, using a consultative approach to understand where they could meet an adviser firm’s requirements.
• Own and progress a portfolio of adviser relationships and sales opportunities, contributing to agreed investment flow and regional targets.
• Work closely with Investment Business Development Managers and regional platform sales teams on larger or more complex opportunities, coordinating research, meetings and follow-up.
• Support adviser research and due diligence, helping firms access the information they need on investment approach, risk, performance and charges.
• Develop existing relationships by identifying opportunities for wider adoption, while spotting concerns or potential asset-retention risks early.
• Keep accurate CRM and pipeline information, using sales, asset and flow data to prioritise opportunities and share useful adviser and competitor insight with the wider team. 

What you'll bring

• Experience in an adviser-facing investment, business development or sales role within financial services.
• A good understanding of the UK financial adviser, investment and platform market.
• Knowledge of investment solutions such as Managed Portfolio Services (MPS) and multi-asset funds, with the ability to explain investment approach, risk and charges clearly.
• Strong consultative sales skills, with the ability to ask the right questions, understand an adviser firm’s needs and identify relevant opportunities.
• Confident, professional communication skills across telephone, video and written channels, with the ability to build trusted relationships.
• A proactive approach to generating leads, progressing opportunities and securing clear next steps.
• Strong organisation and follow-through, with the ability to manage multiple opportunities and maintain accurate CRM records.
• An investment or financial planning qualification would be useful, or you'll be willing to work towards one.

About AJ Bell  

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 762,000customers trust us to manage more than £121.5billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer  

• Competitive starting salary depending on experience
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays  
• 6% Pension with matched contributions  
• Discretionary bonus scheme  
• Share schemes (including free shares and BAYE)  
• Health Cash Plan and discounted private healthcare  
• Free onsite gym  
• Enhanced family leave (subject to qualifying criteria)  
• Travel and bike loan schemes  
• Employee Assistance Programme  

Life at AJ Bell  

• Regular social events including summer and Christmas parties  
• Learning and development opportunities tailored to you  
• Casual dress code  
• Friendly, supportive team environment  

Our ways of working  

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.  

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.  

Inclusion & diversity  

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.  

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. 

Qualifications

Additional Information