Job Description
We now have an opportunity for a Business Development Manager to join our team. As Business Development Manager you will have full responsibility for regional activity and development including all agreed new business targets, as well as overall productivity of the South East North region. You should be located and willing to travel across the region.
What does the job involve?
- Responsible for personal activity within South East North region in line with the role objectives, KPIs and targets
- Ensure effective integration between the roles for the benefit of regional performance, e.g. BDS and BDC
- Develop, monitor and review adviser firms within the segmentation model
- Develop and maintain an efficient contact strategy with segmented advisers
- Maintenance of all adviser relationships within the segmentation model in conjunction with team, BDS, BDC etc
- Monitoring business levels from supporting advisers taking proactive and recovery action as appropriate
- Working with the team to develop our identified Growth accounts and ensuring appropriate follow up strategy with Development firms
- Regular contact to maintain and improve working relationship and business levels with all firms
- Monitor and manage TV out activity
- Work with the team to identify and prioritise target firms
- Use all available MI to ensure maximum leverage from every firm
- Take responsibility and own development plans in conjunction with the team
- Develop and manage a Regional strategy to further develop our F+SS penetration with existing firms
- Develop and manage a Regional strategy to develop our Investment solutions, MPS and Passive funds including new funds and products across the regional segmented adviser model
- Deliver and co-ordinate technical and new business presentations and seminars, including effective use of available resource, e.g. Investment and Technical resource.
- Co-ordinate and log all follow up to centralised seminars, e.g. Spotlight sessions, OTRs, Investival
- Maintain adequate and relevant notes on activity and key new business relationships including ensuring contributions to spreadsheets are up to date
- Maintain contact details and relationship notes within Outlook
- Key Investment Partners (Regional) – maintain relationships and business activity
- Fund groups (Regional) – manage and develop productive relationships
- Platform demonstrations including tools such as Bulk Dealing and Models
- On boarding and related issues, working with BDS
- Oversee activity with on boarding firms
- Manage any issues that arise
- Co-ordinate use of 3rd party data systems, eg. Financial Express and Touchstone across the regional the team to identify and realise potential within the region
- Deliver local team training/coaching as required to ensure regional team members are knowledgeable and confident with our own products and Investment solutions including key competitor details
- Manage associated risks within the region
About you:
- You will have extensive experience in an IFA-facing sales/business development role
- A proven network of adviser firms within region
- 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 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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.
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.
What we offer:
- Starting salary of £75,000 - £95,000 (DOE)
- Generous holiday allowance increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary bonus
- Contributory pension scheme
- Healthcare Cash Plan
- Buy as you earn share scheme
- Free annual share scheme
- Paid study support for qualifications
- Enhanced maternity/paternity scheme from day one
- Bike loan
- Season ticket loan portal
- Discounted PMI and Dental
- On-site gym and personal trainer led classes
- Paid volunteering opportunities, free social events and more
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.
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