Platform Business Development Manager – Scotland at AJ Bell

, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Sales, Relationship Management, Investment Solutions, Strategy Execution, New Business Generation, Financial Adviser Engagement, Data-Led Approach, Platform Promotion, Presentation Delivery, Onboarding Oversight, Performance Monitoring, Negotiation, Influencing Skills, Regulatory Alignment, Territory Ownership

Industry

Financial Services

Description

Job Description Are you a commercially driven Business Development Manager with a strong Scottish adviser network and a passion for investment solutions? AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. As we continue to grow our regional presence, we’re looking for an ambitious, relationship-led sales professional to drive new business and deepen adviser partnerships across Scotland. This is a high-impact, field-based role where you’ll have genuine ownership of your territory. You’ll shape and execute your regional strategy, identify new firm opportunities, and position AJ Bell’s investment solutions with confidence and credibility. All of this is backed by a respected brand, a competitive proposition, and a collaborative national sales team focused on delivering sustainable growth. If you thrive on building long-term adviser relationships, influencing investment decisions, and delivering consistent net inflows, this is an opportunity to make a visible impact in a growing business. What you’ll do: Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach. Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance. Promote AJ Bell’s full range of investment solutions including MPS, passive funds, and our award-winning platform. Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell’s proposition. Oversee the onboarding of new firms, ensuring a smooth and positive experience. Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance. Maintain relationships with key investment partners and fund groups to maximise regional potential. Ensure all activities align with Consumer Duty principles and regulatory expectations. What we’re looking for Essential: Proven success in a field-based sales or business development role within the investment platform or financial services market. Strong network of IFA and adviser firm relationships. In-depth understanding of platform propositions, SIPP, and investment solutions. Desirable: Level 4 Diploma in Regulated Financial Planning. Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios. Excellent planning, negotiation, and influencing skills. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. 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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®. 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. In return for your hard work you will be entitled to: Competitive starting salary + sales bonus Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan – provided by SimplyHealth Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Death in service scheme Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent development programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Access to a range of benefits from our sponsorship deals Hybrid Working At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. 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. If you like the sound of the above or just want to know more about the company and the role, we'd love to speak to you. Business Areas: Business Development Location: Based from home Department: Business Development - Investcentre

Responsibilities

The role involves taking full ownership of the regional business plan to meet new business targets and maximize adviser engagement across Scotland. Key duties include building long-term partnerships with financial advisers, promoting AJ Bell's investment solutions, and delivering engaging presentations and technical sessions.