AJ Bell

Job Description Locations: North of England and Scotland Are you a driven and strategic sales professional looking to represent one of the UK's leading investment platforms? AJ Bell is seeking an ambitious Regional Sales Manager to drive business growth, strengthen adviser relationships, and increase market share across your region. This is a fantastic opportunity to join a FTSE 250 company recognised for innovation, service excellence, and sustained growth. You'll have the autonomy to shape your regional strategy while being supported by a collaborative and high-performing national sales team. 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 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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years. 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. 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% 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 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 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.

Job Description Are you a natural business developer with a passion for investments and building trusted adviser relationships?AJ Bell is a FTSE 250 investment business that's growing rapidly, and we're looking for an experienced Business Development Manager to lead new business growth across the North region. This is a high-profile, client-facing role where you'll represent AJ Bell Investments, promoting our funds, Model Portfolio Services (MPS), and PMPS to financial advisers and discretionary firms. You'll take full ownership of your regional strategy, working with internal and external stakeholders to grow inflows and strengthen adviser engagement across your territory. 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 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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years. 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. 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% 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 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 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.

Job Description The Operational Resilience team is a first line assurance oversight team who work with colleagues at all levels across the business to understand our business services, their underlying processes and ensure their dependencies are mapped, regularly tested, and reported appropriately. The Operational Resilience Analyst delivers varied programme of work which is documented in the Operational Resilience Plan. As an Operational Resilience Analyst, you will also play a role in ensuring the firm meets its obligations under the FCA's Consumer Duty. Your work will directly support the firm's commitment to delivering good outcomes for customers including ensuring continued resiliency of the assets which we rely on to deliver services to our customers. What does the job involve? The Operational Resilience Analyst is responsible for the delivery of the Operational Resilience objectives as set out in the Operational Resilience Methodology. This is achieved by; Taking ownership of several resilience mapping workbooks and ensuring that they remain current and complete, clearly evidencing where there are contingency gaps. Supports the Operational Resilience Manager to review Impact Tolerances, ensuring relevant metrics are collated, analysed and documented. Leading on the delivery and robust documentation of a broad range of scenario tests, which includes producing delivery slides, running desktop exercises, performing data analysis, and simulation exercises and ensuring all related materials are accurate and complete. Assisting with the design of resilience targets, working with the wider business to ensure that resilience tests are performed where necessary by Technology Services Takes ownership of documenting in-depth lessons learned and vulnerabilities following scenario testing or real disruption and can articulate the findings to a senior audience Maintaining and/or monitoring resilience related policies, procedures and response plans. Producing clear and accurate MI and reporting in various formats each month Assists with the collation and documentation of Third Party Supplier resilience assurance and escalates effectively where there are resilience gaps. What you'll have This role sits within the First Line Assurance Oversight team and is ideal for someone with a strong understanding of our business operations or previous experience in Operational Resilience. The successful candidate will be able to demonstrate the following skills and experience; Minimum of three years' experience in the Financial Services sector within an oversight role or a role which has required meticulous documentation and professionalism. Highly organised with a strong sense of governance Can work independently as well as part of a team Able to communicate proactively and confidently to influence stakeholders across the business Is forward thinking and anticipates deadlines without prompting Excellent written skills Has a genuine interest in resilience and strengthening our capabilities and contingency planning Has a strong sense of ownership 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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 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. What we offer: Competitive starting salary Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus 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 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.

Job Description The Touch team is developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. The majority of existing platforms are still reliant on software and processes that aren't capable of supporting today's technology, so we started from scratch, developing a modern platform that is as efficient as possible. We're building a mobile first investment app that lets advisers manage their clients' investments entirely through their Smartphone. We're seeking passionate engineers and offer Go training for experienced engineers new to the language. If you're ready to take your career to the next level, apply now! What you'll do: Hands-on leadership for a cross-functional team, responsible for the team delivery and line managing 5 engineers (back-end, web and mobile) providing feedback, coaching and mentoring. Engage in the full software development lifecycle: requirements gathering with stakeholders, working as a team to build and test features, managing deployment and supporting the service in production. Always be on the lookout for ways we can improve our product, processes and practices. We don't like friction and waste. Automated testing, continuous integration and continuous deployment. We are huge proponents of automation. Working outside of your specialism when needed. While all our team members have a specialism, we don't let that restrain us. Our engineers jump in to help get things done even in technologies out of their core competency. What you'll have: Previous experience of leading an engineering team, including line management duties such as personal development coaching and performance reviews. Excellent programming and problem solving skills Understanding of relevant software design patterns and paradigms, such as OOAD, DDD, MVC, microservices, containers/orchestration or event-driven architecture Experience in creating performant, scalable, secure and well tested code. Strong sense of ownership of tasks and problems, clearing roadblocks and pulling in other people to help when needed. Experience working with Investment or Pensions platforms would be an advantage Our tools and technologies: The below are all things that we are either currently using or have found to be a useful foundation when joining our team. Prior knowledge of them is not essential but would be beneficial to the role: Go (we can offer training for experienced engineers who haven't used Go before) gRPC/proto PostgreSQL Kubernetes / Docker Other technologies we use include: TypeScript and Vue Dart and Flutter 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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2024 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. 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.

To support the Chief Information Security Officer in managing and reporting the Information Security Risks faced by Technology Services (TS) in delivering AJ Bell's systems and services. This role is responsible for facilitating the secure delivery of AJ Bell's technology and business change. The Security Architect will join a team of architects and play a lead role in designing and implementing security controls and processes. Key to this is assisting and supporting our colleagues in achieving their goals, but in a secure manner. This is a hybrid role with occasional travel to our Manchester Head Office. The key responsibilities of the role are: Subject matter expertise for security best practice, ensuring the maintenance of the confidentiality, integrity and availability of AJ Bell's systems and data. Design and implementation of enterprise security technology controls and platforms, following industry best practices. Supporting and advising on projects and change initiatives to ensure that there is no negative impact on our security posture Carrying out internal security reviews both on solutions we develop in house and third-party solutions. Supporting audit and due diligence activities within Technology Services Working with Information Security, Infrastructure and Architecture to define security standards. Acts as an integration point between the CISO and AJ Bell business and technology teams to ensure security is embedded across the organisation Essential experience, knowledge and skills: Demonstrable experience of implementing enterprise security platforms Previous experience of delivering and maintaining of technical enterprise security solutions for (but not limited to) the following areas: End Point Protection, Cloud Security, Network Security, DevOps, Security Monitoring & Remediation is advantageous. Knowledge of Secure Software Development Life Cycle best practices Strong understanding and knowledge of Information Security risk management tools and techniques Experience of security governance and compliance, ideally gained in financial services organisations Demonstrable understanding of Information Security control standards and frameworks e.g. ISO27001, NIST, PCI DSS Awareness and understanding of the Information Security threat landscape Deep understanding of Information Security solutions and controls Experience of Cloud security solutions and standards is highly advantageous Knowledge & Skills Excellent communicator, able to translate complex topics to all areas of the business Significant experience in the area of Information security Strong knowledge of core IT and networking concepts Well versed in IT security capabilities, framework and concepts Strong ownership of tasks, attention to detail and following through to conclusion Ability to challenge approach, strategy and implementation to ensure Information Security is consistently considered and improved Ability to work under own initiative to plan and communicate effectively with colleagues and customers Structured, self-starting, flexible and enjoy working in fast-paced environments Effective communication skills, both written and verbal Ability to plan, organise and follow through on assigned tasks and complete with little or no prompting from management Excellent attention to detail Attained CISSP or similar certification Minimum of 5 years' experience in an Information Security role gained in a financial services or e-commerce environment is preferred 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 480.000 customers using our award-winning platform propositions to manage assets totalling more than £75.1 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 1100 employees and have been named one of the UK's 'Best 100 Companies to Work For' for five 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: • Generous holiday allowance increasing up to 30 days with service, plus bank holidays• Company Health cash plan• Holiday buy/sell scheme• Hybrid working policy• Casual dress code• Discretionary bonus• Contributory pension scheme• 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 share scheme• Paid study support for qualifications• Maternity/paternity scheme • 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.