Investment Business Development Consultant

Overview

In this role you will drive growth for AJ Bell Investments by engaging adviser firms and presenting our MPS, multi-asset funds and partnership solutions. You will nurture relationships, qualify opportunities, and coordinate with investment and platform sales teams to translate conversations into actionable investment flows. You’ll support adviser research and due diligence, manage a dynamic pipeline, and contribute to regional targets while upholding a client-focused, collaborative culture.

Pay / Benefits

• competitive starting salary
• 25 days holiday + bank holidays
• 6% pension with matched contributions
• discretionary bonus scheme
• share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare

Responsibilities

• Develop and nurture adviser firm relationships, understanding their investment propositions and client needs
• Generate and qualify opportunities through proactive outreach and marketing, progressing them to clear next steps
• Explain MPS, multi-asset funds and partnership solutions with a consultative approach to meet adviser requirements
• Own and progress a portfolio of adviser relationships and opportunities to contribute to investment flow and regional targets
• Collaborate with Investment Business Development Managers and platform sales teams on larger opportunities across research, meetings and follow-up
• Support adviser research and due diligence by providing information on investment approach, risk, performance and charges
• Identify opportunities for wider adoption within existing relationships and flag asset-retention risks early
• Maintain accurate CRM and pipeline data, prioritising opportunities with market and adviser insights

Key requirements

• Experience in an adviser-facing investment, business development or sales role in financial services
• Solid understanding of the UK financial adviser, investment and platform market
• Knowledge of MPS and multi-asset funds with ability to explain investment approach, risk and charges
• Strong consultative sales skills to identify adviser needs and opportunities
• Confident, professional communication across phone, video and written channels
• Proactive lead generation, opportunity progression and clear next steps
• Strong organisational skills and CRM discipline to manage multiple opportunities
• Investment or financial planning qualification would be useful or willingness to work towards one

• consultative selling
• relationship-building
• effective communication
• knowledge of MPS
• knowledge of multi-asset funds
• CRM management

…