Business Development Manager - South West

We are currently recruiting a Business Development Manager to take full responsibility for regional planning, individual activity and development of new business for our advisor led platform - AJ Bell Investcentre (AJBIC) across the South West region.

What does the job involve?

  • Responsible for personal activity within the South West region in line with the role objectives, KPIs and targets
  • Create and implement annual business plan including the proactive development of regional marketing strategies and roadshow support
  • Deliver the regional AJ Bell Investcentre target by working effectively with the regional Business Development Support and Business Development Consultant, the Heads of Business Development and the Key Account team where appropriate
  • Conduct regular meetings with the top 15 F&SS firms in your region and provide a quarterly SWOT analysis to ensure we have a thorough understanding of their business and future changes that might impact their use of AJBIC and AJBI
  • Maintain an active interest and knowledge on all inflows and outflows at all times, reporting back to Heads of Sales as and when required
  • Support AJ Bell Investments in the marketing and sales of PMPS, MPS and funds
  • Attend quarterly national sales meetings presenting a quarterly update on activity, business levels, future plans and successes that can be shared with colleagues
  • Attend and support internal and external AJB events when required
  • Develop and maintain an in-depth knowledge of AJB, AJBIC, AJBI and platform functionality including plans for future development to assist with sales demonstrations and identifying potential and future opportunities for business
  • Actively support the regional team and the Business Development department through training sessions and sharing knowledge, best practice and successes on a regular basis
  • Work with 3rd party BDMs where applicable to drive new business on to AJBIC

About you:

  • You will have extensive experience in an IFA-facing sales/business development role
  • A proven network of adviser firms 
  • Investment platform experience
  • SIPP and Investment (MPS and OEIC) sales experience
  • Excellent interpersonal skills, with the confidence to approach people at all levels of seniority
  • Effective planning, organisation and time-management skills
  • Excellent negotiation skills
  • Qualified to Diploma in Regulated Financial Planning (or Level 4 equivalent) is desirable

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 432,000 customers using our award-winning platform propositions to manage assets totalling more than £68.7 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.

Additional information:

  • Competitive base salary
  • 26 days holiday increasing up to 30 days with service, plus bank holidays
  • Sales bonus
  • Contributory pension scheme
  • Enhanced maternity/paternity scheme
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • Free gym 
  • Holiday buy/sell scheme
  • Free social events
  • Plus much more
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