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AJ Bell




1d

Full Stack Engineer

AJ BellManchester, United Kingdom, Remote
c++.netcssjavascript

AJ Bell is hiring a Remote Full Stack Engineer

Job Description

We now have an exciting opportunity for a Full Stack Engineer to work on our award winning Investcentre platform. You will be joining a team which has a philosophy of continuous improvement and a strong focus on engineering excellence

What we're looking for:

  • Expertise in .NET, C#, HTML, CSS and at least one of the JavaScript frameworks such as Angular/React
  • Experience in Relational and non-relational databases – SQL/NOSQL
  • Strong focus on testing and building quality web applications
  • Interested in building cutting edge scalable solutions using modern methodologies
  • Exposure to cloud technologies and CI/CD.
  • Practices the principles of building highly performing web pages
  • Good knowledge of consuming Web APIs
  • Strong communicator and collaborator operating across business functions
  • Motivated with high levels of drive and enthusiasm

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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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.

What we offer:

  • 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
  • Dedicated time for proof-of-concepts and assessing new tech
  • Support to attend conferences, events, and meet-ups
  • 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
  • Free gym
  • 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.

Qualifications

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22d

Senior Risk Specialist

AJ BellSalford, United Kingdom, Remote

AJ Bell is hiring a Remote Senior Risk Specialist

Job Description

An exciting opportunity has arisen to join the Risk Team at AJ Bell. This is a fantastic opportunity for an experienced risk professional to take a step up in their career, with the support of AJ Bell who will help you grow and develop, through the training and study support scheme which is part of our benefits package.

You will be responsible for supporting the delivery of an effective enterprise-wide risk management framework across AJ Bell. You will help to ensure that AJ Bell’s risk management framework is robust in identifying, assessing and managing risks.

What does the job involve?

The key responsibilities of the role are as follows:

  • Supporting development of the Group Risk Management Framework across AJ Bell
  • Promoting a strong risk culture, educating and advising on the GRMF
  • Attending and facilitating risk forums with departments across AJ Bell
  • Providing support and challenge to risk owners on risk and controls assessments
  • Preparing and delivering training to enhance business understanding of risk management
  • Oversight of AJ Bell’s risk and control self-assessment (RCSA) process
  • Controls testing as part of the annual control effectiveness review (CER), which is a 2nd line review of the effectiveness of the Group’s controls  
  • Maintenance of the AJ Bell’s risk register (4risk), facilitating first line updates to risk and control data to ensure up-to-date
  • Embedding the risk incident process, providing independent assessment of incidents
  • Supporting the production of risk reporting where required for forums, committees and external reporting
  • Carrying thematic risk reviews for areas of risk within AJ Bell which are deemed to require additional assurance, due to factors such as, risk events, breaches, or market conditions
  • Providing risk input into the Internal Capital Adequacy and Risk Assessment (ICARA) process. Assisting with the Group’s ICARA scenario workshops
  • Developing and embedding the AJ Bell's Environmental, Social and Governance risk management framework and assisting with the production of the Group’s Taskforce for Climate-related Financial Disclosures (TCFD)

What we're looking for:

  • Risk management experience, ideally in financial services
  • Degree and / or appropriate professional qualifications
  • Comprehensive understanding of a risk framework, with experience as to how this can be embedded successfully
  • Ability to communicate effectively with a variety of stakeholders
  • Commercial awareness and pragmatism driving appropriate risk taking
  • Good report writing and presentational skills
  • Good knowledge of MS Office
  • High levels of attention to detail
  • Effective planning, organisation and time management skills
  • Exposure to regulatory frameworks
  • ICAAP/ICARA experience desirable
  • Control assurance experience 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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

In return we will provide all the training and support you need to develop within your role. 

In return for your hard work you will receive:

  • Generous holiday allowance of 26 days, increasing up to 31 days with service, plus bank holidays
  • Holiday buy/sell scheme
  • Hybrid working policy (after initial training period)
  • Casual dress code
  • Discretionary bi-annual bonus
  • Contributory pension scheme
  • Healthcare Cash Plan
  • Buy as you earn share scheme
  • Free annual shares 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.

Qualifications

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22d

Compliance Policy Manager

AJ BellManchester, United Kingdom, Remote

AJ Bell is hiring a Remote Compliance Policy Manager

Job Description

Purpose of the Role

Understanding, leveraging and complying with regulatory rules and expectations is central to AJ Bell’s purpose. The Compliance policy team purpose is to leverage our relationships and expertise to provide advice, guidance, support and challenge to the business, in order to facilitate safe business growth and help our customers achieve their objectives.

The Compliance Policy Manager role supports the Senior Compliance Manager in providing input to product governance, engagement with product teams, regulatory projects, operational change and oversight of financial promotions. 

 

What does the job involve?

The key responsibilities of the role are as follows:

  • Work with the Senior Compliance Manager and key stakeholders to continue embedding Consumer Duty across the business
  • Review and interpret regulation and regulatory developments, determine potential impact  to business and provide detailed advice and guidance to first line areas implementing business changes.
  • Monitor external developments and changes in industry best practice and provide advice and challenge to the business in the further enhancement of its control environment.
  • Play an active role in raising regulatory awareness through training in the business.
  • Assist the Senior Compliance Manager in the enhancement, implementation and maintenance of the Product Governance framework in line with FCA regulation.
  • Provide oversight to all documentation sign off including financial promotions.
  • Maintain oversight of FCA use of powers of product and financial promotions intervention and report to the business, including attending FCA or other events or seminars as required.
  • Assist in the provision of reports and MI in relation to compliance activities to governance committees/bodies as required.
  • Provide compliance CASS oversight, attending meetings where required, and assist the CASS Team with any Compliance related CASS queries.
  • Provide oversight of the maintenance of the Senior Manager and Certification Regime (SMCR) across all levels of the business.
  • Provide oversight of the Vulnerable Customers (VC) processes and provide support to the business where required.
  • Provide Compliance oversight for all aspects of transaction reporting and best execution activities.

Competence

  • Previous experience and knowledge of compliance in an FCA regulated firm.
  • Degree and / or appropriate professional qualifications
  • Good knowledge and understanding of the FCA Handbook, in particular in relation to the Consumer Duty and COBS rules and guidance.
  • (Desirable) Understanding of the FCA Client money and asset (CASS) rules.
  • Understanding of asset management and associated regulation

Knowledge & Skills

  • Good knowledge and understanding of the UK Financial Services regulatory environment.
  • Highly effective planning, organisational and time management skills.
  • Ability to work independently.
  • Ability to build relationships with stakeholders at all levels
  • Effective communication skills, both written and verbal including the ability to communicate effectively and credibly at all levels including with senior management.
  • Tenacity to follow through issues and challenge operational teams at a high level.
  • Good Excel, Powerpoint and Word skills.
  • Good presentational skills.
  • Knowledge of pension, investment and stock broking products.

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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

In return we will provide all the training and support you need to develop within your role. 

In return for your hard work you will receive:

  • Generous holiday allowance of 26 days, increasing up to 31 days with service, plus bank holidays
  • Holiday buy/sell scheme
  • Hybrid working policy (after initial training period)
  • Casual dress code
  • Discretionary bi-annual bonus
  • Contributory pension scheme
  • Healthcare Cash Plan
  • Buy as you earn share scheme
  • Free annual shares 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.

Qualifications

 

    See more jobs at AJ Bell

    Apply for this job

    +30d

    Senior Frontend Engineer

    AJ BellHybrid - WFH / Manchester OR London, United Kingdom, Remote
    agiletailwindDesignvueuiscrumcssangularjavascriptreduxfrontendNode.js

    AJ Bell is hiring a Remote Senior Frontend Engineer

    Job Description

    We're now recruiting a Senior Frontend Engineer to join our Investcentre team and help in enhancing our successful award-winning platform. You will be joining a team which has a philosophy of continuous improvement, and a strong focus on engineering excellence. 

    What does the job involve? 

    • Agile methodologies and a passion for continuous improvement and working in a high-performance engineering team  
    • Work with the team to design and deliver high quality products 
    • At AJ Bell we pair, and you, in most cases will pair with other members of the team 

    Competence, knowledge and skills 

    • Expertise in building modular and reusable components for Single Page Applications with one or more of the following frameworks: Angular, React, Vue, Svelte, etc. 
    • Good knowledge of JavaScript (ES5/6 and up) 
    • Experience with at least one version control tool: GitHub, BitBucket, GitLab, etc. 
    • Experience with at least one UI framework: Bootstrap, Tailwind, Material, etc, 
    • Experience of common Frontend styling paradigms: BEM, CSS modules, CSS in JS, etc. 
    • Knowledge of general Frontend tooling (particularly Node.js and npm) 
    • Knowledge of writing unit tests 
    • Knowledge and interest in asynchronous and event-based Frontend tooling: RxJS, Ngrx, Redux, etc. 
    • Knowledge and interest in writing end-to-end journey tests using tech such as Cypress, Nightwatch, Webdriverio, Protractor, etc. 
    • Knowledge and interest in Web APIs 
    • Practical experience of solving inconsistency across multiple platforms (IE11, Safari, Firefox, Chrome on Windows or Mac) 
    • Familiar with CI/CD practices 
    • Understands principles behind highly performing web pages 
    • Agile / Scrum / Kanban 
    • Strong communication skills, written and verbal 
    • Very motivated with high levels of drive and enthusiasm 
    • E-commerce and/or financial services experience 

    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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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 Sunday Times ‘100 Best Companies to Work For’ for six consecutive years.

    There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

    There is an active programme of social events throughout the year, which are open to all employees.

    What we offer:

    • Competitive starting salary
    • Generous holiday allowance of 27 days, increasing up to 30 days with service, plus bank holidays
    • Holiday buy/sell scheme
    • Hybrid working policy
    • Casual dress code
    • Discretionary bi-annual bonus
    • Contributory pension scheme
    • Buy as you earn share scheme
    • Free shares scheme
    • Paid study support for qualifications
    • Enhanced maternity/paternity scheme from day one
    • Bike loan
    • Season ticket loan portal
    • Discounted PMI and Dental
    • Free gym
    • 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.

    Qualifications

    See more jobs at AJ Bell

    Apply for this job

    +30d

    Senior Frontend Developer

    AJ BellHybrid - WFH / Manchester OR London, United Kingdom, Remote
    agiletailwindDesignvueuiscrumcssangularjavascriptreduxfrontendNode.js

    AJ Bell is hiring a Remote Senior Frontend Developer

    Job Description

    Purpose of the Role 

    This is an exciting opportunity for a Senior Frontend Developer to join our Investcentre team and help enhancing a successful award-winning platform. You will be joining a team which has a philosophy of continuous improvement, and a strong focus on engineering excellence. 

    What does the job involve? 

    • Agile methodologies and a passion for continuous improvement and working in a high-performance engineering team  
    • Work with the team to design and deliver high quality products 
    • At AJ Bell we pair, and you, in most cases will pair with other members of the team 

    Competence, Knowledge and Skills 

    • Expertise in building modular and reusable components for Single Page Applications with one or more of the following frameworks: Angular, React, Vue, Svelte, etc. 
    • Good knowledge of JavaScript (ES5/6 and up) 
    • Experience with at least one version control tool: GitHub, BitBucket, GitLab, etc. 
    • Experience with at least one UI framework: Bootstrap, Tailwind, Material, etc, 
    • Experience of common Frontend styling paradigms: BEM, CSS modules, CSS in JS, etc. 
    • Knowledge of general Frontend tooling (particularly Node.js and npm) 
    • Knowledge of writing unit tests 
    • Knowledge and interest in asynchronous and event-based Frontend tooling: RxJS, Ngrx, Redux, etc. 
    • Knowledge and interest in writing end-to-end journey tests using tech such as Cypress, Nightwatch, Webdriverio, Protractor, etc. 
    • Knowledge and interest in Web APIs 
    • Practical experience of solving inconsistency across multiple platforms (IE11, Safari, Firefox, Chrome on Windows or Mac) 
    • Familiar with CI/CD practices 
    • Understands principles behind highly performing web pages 
    • Agile / Scrum / Kanban 
    • Strong communication skills, written and verbal 
    • Very motivated with high levels of drive and enthusiasm 
    • E-commerce and/or financial services experience 

    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 £72.6billion. 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 Sunday Times ‘100 Best Companies to Work For’ for six consecutive years.

    There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

    There is an active programme of social events throughout the year, which are open to all employees.

    What we offer:

    • Competitive starting salary
    • Generous holiday allowance of 27 days, increasing up to 30 days with service, plus bank holidays
    • Holiday buy/sell scheme
    • Hybrid working policy
    • Casual dress code
    • Discretionary bi-annual bonus
    • Contributory pension scheme
    • Buy as you earn share scheme
    • Free shares scheme
    • Paid study support for qualifications
    • Enhanced maternity/paternity scheme from day one
    • Bike loan
    • Season ticket loan portal
    • Discounted PMI and Dental
    • Free gym
    • 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.

    Qualifications

    See more jobs at AJ Bell

    Apply for this job

    +30d

    Business Development Consultant

    AJ BellRemote or Manchester, United Kingdom, Remote

    AJ Bell is hiring a Remote Business Development Consultant

    Job Description

    Are you looking for a fast-paced and results-oriented role within the platform and investments space? We have some good news. 

    We are recruiting for a Business Development Consultant within the Business Development department to play a direct part in helping AJ Bell achieve its new business targets and further grow its market share. 

    The purpose of the BDC role is to create new relationships and develop existing relationships with financial advisers to increase flows into the AJ Bell Investcentre platform and the investment products we offer here at AJ Bell.    

    The BDC role will involve:

    • Generating interest in the AJ Bell Investcentre platform through proactive contact with varying stakeholders within adviser firm practices 
    • Engaging with adviser firms to help them understand the benefits of using the Managed Portfolio Service and multi-asset funds that AJ Bell offer
    • Closing new business opportunities with new and existing financial adviser firms
    • Identifying, developing and securing small to medium new business migrations
    • Creating own leads through targeted proactive communication
    • Onboarding new firms by ensuring thorough training plan is implemented and relevant ongoing training is provided to avoid poor outcomes
    • Dealing with high potential referrals provided by the Business Development Support team and through Marketing activities
    • Running face-to-face meetings with advisers as required

    Who would suit a BDC role:

    • Experience and proven success working proactively in a platform and investments environment
    • An understanding of investment platforms, investment propositions, financial advisers and their business practices
    • Excellent written and verbal communication skills and experience proactively building and maintaining customer relationships
    • A track record of meeting deadlines and being well organised
    • Proven self-motivation skills to generate workloads using own initiative and with minimal supervision
    • An enthusiasm to work in a target driven environment and take responsibility for increasing new business
    • A desire to further your skills and knowledge by working towards professional qualifications, in particular relating to investments
    • Full UK driving licence

    Benefits:

    • Excellent opportunity to continue developing a career in Business Development and sales
    • Freedom to use your own initiative to generate varying workloads and proactively manage your own time
    • Work closely with Senior Management and other departments such as Marketing and AJ Bell Investments to capitalize on potential new business opportunities
    • Gain a wider understanding of the industry, investments and financial advisers
    • Develop skills and enhance career progression potential through dedicated internal training sessions
    • Financial support to study towards professional qualifications
    • Be part of the Business Development Bonus Scheme

    About us:

    AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 484,000customers using our award-winning platform propositions to manage assets totalling more than £76.2 billion. 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 an office in central London, we now have over 1000 employees and have been named one of the Sunday Times ‘Best 100 Companies to Work For’ for six consecutive years.

    What we offer:

    • Competitive starting salary
    • Generous holiday allowance increasing up to 31 days with service, plus bank holidays
    • Holiday buy/sell scheme
    • Discretionary sales bonus
    • Contributory pension scheme
    • Buy as you earn share scheme
    • Free shares 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.

    Qualifications

    See more jobs at AJ Bell

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    +30d

    Business Development Manager - South East North

    AJ BellRemote - WFH, United Kingdom, Remote

    AJ Bell is hiring a Remote Business Development Manager - South East North

    Job Description

    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 491,000 customers using our award-winning platform propositions to manage assets totalling more than £76.1 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.

    There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

    There is an active programme of social events throughout the year, which are open to all employees.

    What we offer:

    • £70,000 - £90,000 salary (depending on experience)
    • Generous holiday allowance of 27 days, increasing up to 31 days with service, plus bank holidays
    • Holiday buy/sell scheme
    • Hybrid working policy
    • Discretionary annual sales bonus
    • Contributory pension scheme
    • Buy as you earn share scheme
    • Free shares scheme
    • Paid study support for qualifications
    • Enhanced maternity/paternity scheme from day one
    • Bike loan
    • Season ticket loan portal
    • Discounted PMI and Dental
    • 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.

    Qualifications

    See more jobs at AJ Bell

    Apply for this job