We’re looking for a high-performing Associate to join our Group Corporate Development function, working directly with the CEO, CFO, and Head of Group Corporate Development.

This is a developmental and analytical role for someone eager to build a career at the intersection of strategy, corporate development, transformation, and senior leadership with the opportunity to work directly with the C-suite of a FTSE 250 company on high-impact strategic and operational projects.

You’ll gain unique exposure to the workings of a listed company’s leadership team, helping shape and deliver key strategic and operational initiatives that drive AJ Bell’s continued success.

What You’ll Do

Strategic Research & Presentation Support

• Create clear, insightful PowerPoint presentations and briefing packs for Board, ExCo, and senior leadership meetings.
• Conduct research on strategic, financial, operational, and industry topics.
• Analyse and summarise findings to support informed decision-making.

Project & Operational Delivery

• Support delivery of AJ Bell’s FY26 corporate development and transformation workplan.
• Track progress on key initiatives and produce high-quality reports for stakeholders from Board to departmental level.
• Help coordinate operational, product, and change-related meetings and offsites.

Executive Coordination

• Work closely with senior stakeholders across the business to gather data, insights, and updates for C-suite reporting.
• Ensure smooth communication flow and preparation for key meetings involving the CEO and CFO.
• Build a strong understanding of business priorities to anticipate needs and add proactive value.

About You

You’re a structured thinker, fast learner, and hands-on problem solver who can turn ideas into action. You enjoy working in a dynamic, intellectually stimulating environment and have the confidence to interact with senior leaders.

Essential Skills & Attributes

• Advanced PowerPoint skills with a flair for clear, compelling presentation design.
• Strong analytical and Excel skills with a keen eye for detail.
• Excellent research and synthesis abilities – able to distil complex information quickly.
• Highly organised with exceptional follow-through and time management.
• Strong written and verbal communication skills.
• Proactive, resourceful, and comfortable engaging with senior stakeholders.

Background & Experience

• 3–5 years’ experience in one of the following: Accounting or finance (e.g. ACA or equivalent), Management consulting, corporate strategy, or transformation. Legal, project management, or engineering with analytical focus.
• Experience in financial services or investment management is an advantage but not essential.
• Prior exposure to senior leadership or cross-functional initiatives 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 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 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 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.

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.

Our perks and benefits:

• 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 gym membership
• 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
• 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

Hybrid working:

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

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.