Business Development Representative servicing plumber referral channel for restoration jobs at Dry Force. Engaging partners and managing referral activities for growth and satisfaction.
About the role
- Business Development Consultant at AJ Bell boosting growth through client relationships. Engaging financial advisers to promote AJ Bell Investcentre platform and investment solutions.
Responsibilities
- Proactively generating interest in the AJ Bell Investcentre platform by engaging with key stakeholders at adviser firms.
- Promoting our Managed Portfolio Service and multi-asset funds, ensuring advisers clearly understand the value they bring.
- Converting new business opportunities and strengthening relationships with existing financial adviser firms.
- Identifying, developing, and securing small to mid-sized new business migrations.
- Driving lead generation through targeted outreach and proactive communication.
- Delivering a seamless onboarding experience for new firms, including tailored training and ongoing support.
- Following up on high-potential leads passed through Marketing and the Business Development Support team.
- Conducting face-to-face meetings as needed to deepen adviser relationships and secure business.
Requirements
- Proven experience in a platform and investments environment, ideally within financial services or fintech.
- Strong understanding of investment platforms, financial adviser business models, and investment solutions.
- A confident communicator with excellent interpersonal, written, and verbal skills.
- A highly motivated self-starter with a proactive approach and a track record of achieving sales targets.
- Organised and deadline-driven, with the ability to manage and prioritise a varied workload.
- Passionate about learning and development, especially in working towards relevant professional qualifications (e.g. CISI, CII).
- A full UK driving licence and willingness to travel when needed.
Benefits
- Competitive starting salary + sales bonus
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Job title
Job type
Experience level
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Degree requirement
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