Lead the way at AJ Bell

Non-Executive Director

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 295,000 customers using our award-winning platform propositions to manage assets totalling more than £56.5 billion. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

We are now looking for three senior leaders – one chair and two Non-Executive Directors (NEDs) – to join our Board of Directors to help drive our strategy and shape our future.
at AJ Bell

We are currently looking for three individuals to join our Board of Directors and play a key role in shaping our future.

Key accountabilities to the Board and shareholders

Role profile

As the Chair, you will lead the Board, with responsibility for the management of the Board, as well as the conduct of the general business of the Board and Board members.

Who we’re looking for

Role profile
Non-Executive Director

As one of two new NEDs, you will provide constructive challenge, strategic guidance and offer specialist advice. You will scrutinise and hold to account the performance of management and individual executive directors against agreed performance objectives.

Who we’re looking for

It is preferred that you have experience in one or more of the following:


As these are senior roles within the business, it is of great importance to find the right fit in terms of experience and culture, for both AJ Bell and the candidates.

We have retained Warren Partners to work with us on this project and there will be a thorough interview process, to ensure we find a partnership that works for both sides. Initial discussions will be with Julia Fearn and/or Joëlle Warren of Warren Partners, who will position the role and complete a preliminary assessment. The first stage for shortlisted candidates will be with the Nominations Committee. Interview dates are to be confirmed.

For candidates who are successful in the first stage, there will then be a second stage, which will involve personal meet-and-greets with a number of key stakeholders, including other members of the Senior Management Team and Board. For those candidates applying for one of the two open NED roles, we hope to also include at this stage the individual identified as the Chair designated from this exercise. Dates for this stage are to be confirmed.

All positions are subject to approval by our regulator, the Financial Conduct Authority.

*Please note, our interview process will be adapted as appropriate, in order to adhere to the latest Government guidelines on COVID-19.

To apply, email your CV and covering note to jf@warrenpartners.co.uk, indicating
which role(s) you are interested in.
AJ Bell

AJ Bell was co-founded in 1995 by our CEO Andy Bell and Nicholas Littlefair. Since then, we have grown the business to become one of the largest investment platforms in the UK.

Headquartered in Manchester with an office in central London, we now have 900 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for three consecutive years.

Our core focus is to help people to invest so that they can reach their long-term financial goals. We do this by ensuring our investment platform is one of the easiest to use, delivering a first-class service and keeping our costs consistently low.

Non-financial highlights
(As at 21 January 2021)



Assets under administration


Financial highlights
(Year ended 30 September 2020)



Profit before tax


Company timeline

  • No image available
    The start of AJ Bell
    Andy Bell and Nicholas Littlefair set up AJ Bell
  • No image available
    Launch of Sippdeal

    The UK’s first online SIPP for the direct-to-consumer market

  • No image available
    Launch of Sippcentre

    A low-cost SIPP for financial advisers

  • No image available
    The first institutional investor

    Seneca Investment Management becomes AJ Bell’s first institutional investor

  • No image available
    AJ Bell Securities

    AJ Bell acquires Lawshare Limited and rebrands it as AJ Bell Securities

  • No image available
    ISAs and dealing accounts

    An ISA and dealing account are added to Sippcentre and Sippdeal.
    AJ Bell Securities launches Custody Solution for wealth managers.

  • No image available
    AJ Bell Media

    AJ Bell acquires MSM Media Limited and rebrands it as AJ Bell Media

  • No image available
    AJ Bell Youinvest and Investcentre

    Sippdeal and Sippcentre are rebranded as AJ Bell Youinvest and AJ Bell Investcentre. Naming rights are secured for the AJ Bell Stadium

  • No image available
    AJ Bell Investments

    AJ Bell acquires Mansard Capital LLP and Indexx Markets Limited – they are rebranded as AJ Bell Investments

  • No image available
    A new home and the launch of AJ Bell Passive funds

    The Manchester headquarters move to Exchange Quay. AJ Bell launches its range of AJ Bell Passive funds

  • No image available
    Successes and milestones

    AJ Bell is named as one of the Sunday Times ‘100 Best Companies to Work For’ in the UK
    Stockbroking operation migrated from Tunbridge Wells to Exchange Quay
    AJ Bell lists on the London Stock Exchange

  • No image available
    Building on our success

    AJ Bell is a FTSE 250 company
    The number of employees passes 850
    AJ Bell is named as one of the Sunday Times ‘100 Best Companies to Work For’ for the third consecutive year

Performance overview

The business has a track record of delivering sustained, organic growth since our inception in 1995. Our continued growth since our successful listing on the Main Market of the London Stock Exchange in 2018 underpins our ambitious growth plans for the future. This is further evidenced in our latest trading update, in which we reported a record quarter for platform customer numbers.

Our compelling investment case is summarised below.

Key investment highlight


Our market

An attractive retail market within the UK savings and investment industry

Our proposition

An award-winning platform operating in both advised and D2C market segments

Our customers

A growing base of loyal, high-quality customers

Our people

Entrepreneurial, founder-led management team and a highly engaged workforce

Our business model

A profitable and scalable platform with embedded growth and margin expansion opportunities

Quality of earnings

High-quality, largely recurring revenue from a diversified mix of revenue streams

Cash generation

Our highly cash-generative and capital-light model supports a progressive dividend

Sustainable organic growth

of the AJ Bell business

Our propositions

Our key platform propositions are AJ Bell Investcentre and AJ Bell Youinvest.


Our adviser proposition provides financial advisers and wealth managers with a suite of online tools to help manage their retail clients’ portfolios, as well as a range of in-house investment solutions.

Customer numbers:

Average customer profile:

Best platform for advisers
(AUA over £25bn) 2020
Professional Adviser Awards

Our direct-to-consumer proposition is one of the UK’s fastest-growing retail investment platforms. It is an online, execution-only platform, offering customers a low-cost, easy-to-use way of managing their investments via its website and mobile app.

Customer numbers:

Average customer profile:

Best investment platforms for
ISAs and DIY pensions 2020
Boring Money Best Buys 2020

AJ Bell Investcentre scores well across the board in our adviser reviews and is also highly rated by advisers when it comes to supporting their investment proposition. Advisers tell us the platform also sets itself apart from the pack on its price and quality of service.

Platforum Adviser Platform Guide, September 2019

The AJ Bell Way

The AJ Bell Way supports the development of our strategy and enables communication of this strategy to all key stakeholders

AJ Bell is a financially strong business, evidenced by a well-capitalised, profitable and highly cash-generative business model. The business has a track record of delivering growth and has developed a clear strategy to ensure that this continues. The Board is confident about the long-term prospects of the business.

Les Platts


Our continued growth is underpinned by our purpose to help people to invest and our strategic aim of being the easiest platform to use. We continue to invest in technology and innovation to enhance the user experience and extend our range of simple, transparent, low-cost investment solutions.

Andy Bell

Chief Executive Officer

The AJ Bell
shareholder breakdown
  • Andy Bell (24%)
  • AJ Bell employees (10%)
  • AJ Bell customers (9%)
  • Other (57%)
Life at
AJ Bell

Our people

The passion, expertise and commitment of our employees are the driving force behind our success. In return for their hard work, we strive to provide an environment in which they feel supported, engaged and inspired. We provide our employees with fantastic opportunities for development so they can progress with the business. We have recently announced a range of enhancements to our benefits package, which includes our Buy As You Earn (BAYE) scheme, offering staff the opportunity to share in the success of the business.

Our culture

Our culture is underpinned by our guiding principles, strategy and purpose. We measure culture in a number of ways, including direct feedback from our customers, our employees and other stakeholders. As we continue to grow, the communication and reinforcement of our culture remain key focuses for our Senior Leadership Team.

Diversity and inclusion

Our commitment to diversity and inclusion is a continuous process; we value people of all backgrounds and experiences, and strive to create an inclusive environment in which all individuals feel supported and empowered to thrive.

Corporate Social Responsibility

Our Corporate Social Responsibility (CSR) Policy is shaped around two key pillars: investing in our community and investing in our environment.

We are proud of our employees who are committed to giving something back, and we support them through paid time-off for volunteering and our matched fundraising programme. We also invest in a range of initiatives to reduce our carbon footprint and, in 2020, we achieved carbon neutral status.

As a response to the COVID-19 pandemic, we launched our AJ Bell Wage War on COVID campaign, raising over £300,000 for charities and initiatives supporting people directly impacted by the crisis.

You can find out more about CSR at AJ Bell here.

The Board of Directors

Andy Bell

Chief Executive Officer
Read more

Les Platts

Read more

Michael Summersgill

Chief Financial Officer
Read more

Laura Carstensen

Non-Executive Director
Read more

Eamonn Flanagan

Non-Executive Director
Read more

Simon Turner

Non-Executive Director
Read more

The Executive
Management Board

The Board continues to provide strong support and appropriate challenge to the Executive Management Board (EMB) to ensure the strategy is sound, achievable and ultimately delivered.

Visit our website to read more about our EMB members, their skills and expertise.

To apply, email your CV and covering note to jf@warrenpartners.co.uk, indicating
which role(s) you are interested in.
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