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 strengthen our presence across Scotland, 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