Platform Business Development Manager – Scotland

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.

Desirable:

• Level 4 Diploma in Regulated Financial Planning.
• Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios.
• Excellent planning, negotiation, and influencing skills.

About Us:

AJ Bell is one of the UK’s fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing.

With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work® in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do.

In return for your hard work you will be entitled to:

• Competitive starting salary + sales bonus
• Starting holiday entitlement of 27 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 8%
• 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 gym
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• 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
• 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
• Access to a range of benefits from our sponsorship deals

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.

If you like the sound of the above or just want to know more about the company and the role, we'd love to speak to you.