Business Development Consultant

We are recruiting for a number of Business Development Consultant roles within the Business Development department. The purpose of the role is to create new and productive relationships with financial advisers and develop existing AJBIC firm relationships on the Funds & Shares Service and our investment proposition. You will play a direct part in helping AJ Bell achieve its new business targets.

The role will involve:

  • Closing new business opportunities with new and existing AJBIC firms
  • Identifying, developing and securing small to medium new business migrations to AJBIC
  • Creating own leads through targeted proactive communication
  • Onboarding new firms and ensure 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 and through Marketing activities
  • Running face to face meetings with advisers as required


  • 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

To be successful in your application and the role, you must have:

  • 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 be 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

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 418,000 customers using our award-winning platform propositions to manage assets totalling more than £74.1 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 ‘100 Best Companies to Work For’ for three consecutive years.

In return for your hard work you will be entitled to:

  • 24 days holiday increasing up to 30 days with service, plus bank holidays
  • Holiday buy scheme
  • Contributory pension scheme
  • Paid study support for qualifications
  • Enhanced maternity/paternity scheme
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • Employee Assistance Programme
  • Free gym 
  • Free social events
  • Plus much more
Apply Now