AJ Bell is a FTSE 250 investment platform and asset management business with significant momentum across its advised proposition. As we continue to scale AJ Bell Investments, we are looking for a commercially driven investment sales professional to take ownership of distribution across the North region.

This is an investment distribution opportunity focused on winning new assets into AJ Bell Funds, Model Portfolio Services (MPS) and PMPS.

You will be responsible for influencing Centralised Investment Proposition (CIP) decisions, strengthening strategic adviser partnerships and delivering meaningful, sustainable inflows across your territory. Operating with high autonomy, you will execute your regional growth strategy while working closely with Investments, Key Accounts and Platform Sales to maximise opportunity.

We’re looking for someone who can convert adviser relationships into measurable investment inflows and confidently position funds and MPS solutions within adviser investment frameworks.

What you’ll do:

• Lead and deliver regional new business targets for AJ Bell Investments.
• Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events.
• Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process.
• Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs.
• Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships.
• Maintain detailed meeting notes and report inflows/outflows to the Head of Sales.
• Collaborate across AJ Bell teams – including Investments, Business Development, Key Accounts, and Platform Sales to maximise results.
• Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events.
• Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers.
• Share best practice across teams and contribute to training that enhances overall performance.

What we’re looking for:

Experience & Competence:

• Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment.
• Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services.
• Demonstrated success in delivering new business growth and managing adviser relationships.
• Established network of adviser firms across the North region.

Knowledge & Skills:

• Excellent understanding of investment propositions, platforms, and the UK regulatory landscape.
• Confident communicator with strong interpersonal and negotiation skills.
• Collaborative approach, able to work effectively with internal teams and external partners.
• Organised, self-motivated, and capable of managing a diverse and active pipeline.
• Level 4 Diploma in Regulated Financial Planning – desirable.
• Investment Management Certificate (IMC) – desirable.
• Full UK driving licence required.

About AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 644,000 customers trust us to manage more than £103.3 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.

We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

• Starting salary of ....
• 27 days holiday, increasing with service + buy/sell scheme + bank holidays
• 8% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of working

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.