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AJ Bell is seeking a dynamic Regional Sales Manager to lead activity and development across a key UK region. Youll be fully accountable for new business growth adviser engagement and overall productivity within your territory. This is an exciting opportunity to work with a FTSE 250 investment platform business that is fast growing innovative and focused on providing excellent service to financial advisers and their clients. Key Responsibilities: • Take ownership of the regional strategy delivering new business targets and maximising adviser engagement., • Lead collaboration between Business Development Consultants and Business Development Support to drive regional performance., • Develop and maintain relationships with adviser firms through a structured contact strategy aligned with our segmentation model., • Monitor activity and performance of supporting adviser firms taking proactive steps to maximise opportunities and address challenges., • Promote AJ Bells investment solutions including MPS passive funds and our full platform offering., • Deliver compelling presentations and seminars including technical sessions and support follow-up with prospects., • Manage the onboarding of new firms working closely with internal teams to resolve any issues efficiently., • Leverage data tools (e.g. Financial Express Touchstone) to identify and prioritise regional opportunities., • Build and maintain relationships with regional Key Investment Partners and fund groups., • Ensure regional team members are fully trained and confident in AJ Bells products and services. Essential: • Proven experience in a field-based sales or business development role within the investment platform market., • A strong network of IFA and adviser firm relationships., • Diploma in Regulated Financial Planning (Level 4)., • Experience with AJ Bells platform investment proposition and tools such as Bulk Dealing and Model Portfolios. 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 620000 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 1450 employees and have been named one of the UKs 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 wed love to speak to you. Remote Work : Yes Employment Type : Full-time Key Skills Business Development,Company Policies,Customer Service,Financial Performance,Revenue Growth,Oversight,Regional Sales,Account Management,Project Management,Product Line,Ensure Compliance,Human Resources,Procedures,Sales Goals,Direct Reports Experience: years Vacancy: 1

Since 2015 weve empowered entrepreneurs with over 13 bn in funding fuelling the creation of 56000 jobs and 34000 new homes across the UK and US. At OakNorth were on a mission to help ambitious businesses thriveand our Client Onboarding team is at the heart of that journey. This is more than just another job at a bank. Its a unique opportunity to join a fast-growing high-impact organisation thats known for challenging the status quo. Were not looking for cogs in a machinewe want self-starters bold thinkers and ambitious builders who are ready to forge their own career path while supporting some of the most inspiring business leaders in the UK. As a Client Onboarding Associate youll play a vital role in delivering an exceptional experience to every new clientensuring theyre onboarded efficiently compliantly and with a level of service that sets us apart. Youll combine regulatory rigour with a genuine commitment to making every interaction count. • Conduct AML CDD reviews on new and existing lending customers by collating information from online company registers company information providers public sources and using internal systems and screening tools to verify the identity and beneficial ownership/control of customers identifying any higher risk factors and completing a full risk assessment on each customer., • Conducting screening of clients to identify any links to PEPs sanctions adverse media and financial crime or reputational risk, • Communicate & collaborate effectively with customers of OakNorth and internal stakeholder to ensure we are delivering Customer Delight., • Manage customer expectations through effective communication skills whilst also ensure we are working at speed and maintaining Momentum, • Operate in line with the Banks Risk Management framework and relevant risk and compliance policies and procedures ensuring appropriate and timely escalation of any concerns to their line manager., • Identify areas for improving processes to deliver improved efficiency in the AML CDD process, • Carry out BAU / ad hoc administrative tasks., • Leverage GenAI tools to increase productivity and enhance decision-making processes within the role, • Keep up to date with and develop a broad knowledge of upcoming changes in regulations internal policies and latest developments in financial crime learning, • Essential to be educated to degree level in a relevant subject (i.e. law finance business studies) or relevant industry experience in an AML/CDD role, • Desirable to be studying towards an AML qualification, • Experience working in the financial service sector and experience of AML/KYC CDD/EDD, • Awareness of financial service firms obligations in respect of financial crime prevention., • An understanding of and experience of working with different corporate structures across different jurisdictions, • Proven experience in a CDD/AML role with strong practical knowledge of relevant AML and CDD regulatory requirements, • Strong analytical skills and ability to work well under pressure, • Self-motivated and results focused, • Excellent verbal and written communication skills with the ability to analyse articulate and present complex issues clearly and concisely., • A team player with a positive supportive and engaged approach to change., • Excellent time management skills and able to prioritise workloads to meet agreed deadlines., • Ability to build strong professional relationships at all levels and represent OakNorth effectively., • Desire to go the extra mile to delight our customers., • Equity. We want people to have a stake in the business so that all our interests are aligned., • 25 days holiday, • Personalized benefits opt-in to what matters to you, • Subsidised Private Medical Insurance with Bupa, • Enhanced maternity and paternity leave, • Wellbeing and social events, • In-house Barista Bar in London office, • Support causes that matter to you Volunteering time off, • Salary sacrifice schemes (Cycle to work nursery gym electric car scheme) Required Experience: IC Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full-Time Experience: years Vacancy: 1

AJ Bell is a fast-growing investment platform business and were looking for a driven Business Development Manager to lead new business growth across the North region. If youre passionate about investment solutions and enjoy building trusted relationships this is your opportunity to make an impact in a high-profile client-facing role. You will take full ownership of regional planning and business development across the North driving new investments both off-platform and via AJ Bell Investcentre. Working in close collaboration with our Investments team regional Business Development Managers and external platform BDMs youll actively promote and grow the use of AJ Bell Investments (funds MPS and PMPS) with adviser firms. What Youll Be Doing: • Lead and deliver the regional AJ Bell Investments new business target, • Build and execute an annual business plan including regional marketing campaigns investment roadshows and third-party event participation, • Identify and sign up new firms to use AJ Bell Investments within their CIP or fund selection process, • Cultivate and maintain long-term relationships with adviser firms meeting weekly KPIs, • Conduct regular meetings with top firms and provide quarterly SWOT analyses to drive engagement and identify future opportunities, • Maintain clear and detailed meeting notes and report on inflows/outflows to the Head of Sales, • Collaborate across AJ Bell teams including Investments Business Development Key Accounts and Platform Sales, • Represent AJ Bell Investments at national sales meetings internal briefings and client-facing events, • Stay informed on platform developments and investment proposition enhancements to support client demos and solutioning Experience & Competence • Proven experience in a business development or sales role working with IFA networks, • Strong knowledge of investment platforms SIPPs OEICs MPS and related products, • Track record of delivering new business and managing adviser relationships, • Strong understanding of AJ Bell Investcentre investment propositions and regulatory landscape, • Excellent interpersonal and negotiation skills with confidence engaging stakeholders at all levels, • Able to collaborate with internal teams and external third-party BDMs to drive results, • Organised self-motivated and capable of managing a dynamic pipeline, • Diploma in Regulated Financial Planning (Level 4) - desirable, • IMC qualified or working towards - desirable 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 620000 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 1450 employees and have been named one of the UKs 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 wed love to speak to you. Remote Work : Yes Employment Type : Full-time Key Skills Business Development,Sales Experience,B2B Sales,Marketing,Cold Calling,Account Management,Territory Management,Salesforce,Affiliate Marketing,CRM Software,negotiation,Lead Generation Experience: years Vacancy: 1

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