Cash Operations Team Leader
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Job Location:
Manchester - UK
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
We are looking to recruit a Team Leader for the Cash Operations Department
The Cash Operation Teams provide effective cash management for funds moving into and out of the Platform.
As a Team Leader you will manage and optimise workflows through the Cash Operation Teams as well as train develop and coach team members to deliver the highest standard of operational service. This role will also be the initial referral point for all technical queries from within the team and other teams.
What does the job involve
The key responsibilities of the role are as follows:
- Ensuring that all team tasks are carried in an efficient and controlled manner with timely and accurate record keeping
- Ensuring all internal and external SLAs are met
- Development and production of effective KPI Data and MI to maximise productivity in the achievement of SLAs
- Ensure team procedures are up to date and in line with company standards
- Maintaining our high standards of customer service through carrying out regular QA checks and providing feedback
- Coaching and developing staff including regular 121s and performance reviews ensuring that training needs are identified and addressed
- Continually review of existing risks and identify new risks as appropriate. Develop and maintain effective key controls to minimise risk to the business.
- Co-operate with all other teams to ensure efficient operating processes and a positive client experience
- Dealing with customer queries promptly and appropriately and prevent formal complaints where possible
- Always ensuring compliance with FCA Regulations with breaches/suspected breaches reported to Line Manager immediately
- Support project implementations fixes and upgrades through comprehensive testing of software and assisting with the definition of processes and procedures
- Perform ad hoc tasks as per the business needs as defined by the Cash Operations Manager and Head of Custody.
- All the above responsibilities must be carried out in line with our group procedures and within the spirit of our Guiding Principles.
- Ensuring all duties are carried out in full compliance with regulatory requirements including consumer duty.
- Following structured processes to deliver accurate outcomes to meet regulatory requirements including consumer duty and deliver the best possible customer experience.
- Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment.
Youll have:
Competence
- Team Leading experience or significant experience of working in a senior financial services role.
- Demonstrable knowledge of the client money rules in relation to investment business (CASS)
- Knowledge of banking payment methods (such as BACS Faster Payments Debit Card Cheques)
- CISI Investment Operations Certificate (IOC)
Knowledge and skills
- Good product and system knowledge with previous experience in a cash/banking role
- Excellent verbal and written communication
- A proactive team player with a positive approach and the ability to enthuse and motivate others
- Ability to work in a deadline driven structured environment unsupervised at times
- Ability to organise and prioritise both self and others
- Ability to delegate effectively
- Assertiveness and a keen eye for detail
- Excellent customer service 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 644000 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 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.
Our perks and benefits:
- Starting salary of 3100 (depending on financial services experience)
- Starting holiday entitlement of 26 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 7%
- 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.
Qualifications :
Remote Work :
No
Employment Type :
Full-time
Key Skills
About Company
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 542,000 customers using our award-win ... View more
