Platform Business Development Manager – North West

Job Description
Are you a commercially driven Business Development Manager with a strong North West 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 strengthen our presence across the North West, we’re looking for an ambitious, relationship-led sales professional to take ownership of a high-potential region and accelerate growth.

This is a visible, field-based distribution role focused on platform growth. You will represent a trusted, award-winning proposition to adviser firms across Scotland, building deep partnerships that drive long-term inflows and strategic alignment.

You will have genuine autonomy to shape your regional plan, backed by a collaborative national sales team, strong brand recognition, competitive pricing and a broad investment offering. This is an opportunity to combine strategic territory planning with hands‑on adviser engagement in a business that continues to gain market share.

If you are motivated by winning new firms, influencing platform adoption and becoming a trusted partner to advisers, this role offers real scope to make your mark.

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.

What we offer:

27 days holiday, increasing with service + buy/sell scheme + bank holidays

8% 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

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.

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