We are now looking to recruit a hardworking articulate individual to join our Cash Operations team.
The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.
This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.
This role also supports other teams across AJ Bell by providing service and answering queries.
What does the job involve
- Facilitating instructing and processing the movement of funds between customers own accounts internal company bank accounts and external Investment Partners and Banks
- Instructing cash movements on the online banking systems & identifying/applying incoming payments
- Ensure all funds relating to Client Money are processed and adequately protected
What youll have:
- You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and English.
- Excellent numerical ability
- Strong communication skills both written and verbal.
- Competent IT skills including experience working with Excel
- Ability to work to deadlines and under pressure at times unsupervised
- Experience of financial services or a keen interest in it 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 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 1500 employees and have been named one of the UKs 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:
- Starting salary 25400
- 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. Thats why we offer a hybrid working model where youll 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 wed love to speak to you.
Remote Work :
No
Employment Type :
Full-time
We are now looking to recruit a hardworking articulate individual to join our Cash Operations team.The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.This role is key to ensuring customers are serviced effic...
We are now looking to recruit a hardworking articulate individual to join our Cash Operations team.
The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.
This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.
This role also supports other teams across AJ Bell by providing service and answering queries.
What does the job involve
- Facilitating instructing and processing the movement of funds between customers own accounts internal company bank accounts and external Investment Partners and Banks
- Instructing cash movements on the online banking systems & identifying/applying incoming payments
- Ensure all funds relating to Client Money are processed and adequately protected
What youll have:
- You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and English.
- Excellent numerical ability
- Strong communication skills both written and verbal.
- Competent IT skills including experience working with Excel
- Ability to work to deadlines and under pressure at times unsupervised
- Experience of financial services or a keen interest in it 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 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 1500 employees and have been named one of the UKs 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:
- Starting salary 25400
- 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. Thats why we offer a hybrid working model where youll 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 wed love to speak to you.
Remote Work :
No
Employment Type :
Full-time
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