Job Description
We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas.
Key Responsibilities:
1. Assisting in the set up of various asset types, across the Platform.
2. Maintaining Static Data and ensuring all assets are priced accurately.
3. Actioning ad-hoc Fund Conversions at the request of clients.
4. Ensure Programme Trades are run and perform as expected.
5. Liaise with other teams to ensure delivery of customer service and consumer outcomes.
6. Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures.
You'll have:
7. Excellent customer service skills.
8. Highly accurate work with excellent attention to detail.
9. Ability to work to deadlines.
10. IT literate; confident with Word and Excel.
11. Excellent verbal and written communication.
12. Previous experience in a financial services administration role (ideally stockbroking or banking) 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 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.
Our perks and benefits:
13. Starting salary of £25,400 (depending on financial services experience)
14. Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
15. A choice of pension schemes with matched contributions up to 6%
16. Discretionary bonus scheme
17. Annual free share awards scheme
18. Buy As You Earn (BAYE) Scheme
19. Health Cash Plan – provided by SimplyHealth
20. Discounted private healthcare scheme and dental plan
21. Free on-site gym providing a wide range of free classes
22. Employee Assistance Programme
23. Bike loan scheme
24. Sick pay+ pledge
25. Enhanced maternity, paternity, and shared parental leave
26. Discounted nursery fees at Kids Planet on Exchange Quay
27. Loans for travel season tickets
28. Death in service scheme
29. Paid time off for volunteer work
30. Charitable giving opportunities through salary sacrifice
31. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
32. Parking at Exchange Quay (Subject to availability)
33. Personal development programmes built around you and your career goals, including access to personal skills workshops
34. Ongoing technical training
35. Professional qualification support
36. Talent development programmes
37. Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
38. Monthly leadership breakfasts and lunches
39. Casual dress code
40. 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.