Administrative Services Coordinator

4 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
About the Role

We are seeking an experienced Administrator to join our team at AJ Bell Management Limited. As an Administrator, you will play a crucial role in providing exceptional administration services for our SSAS product, ensuring that our clients receive the highest level of service.

Key Responsibilities
  • Administer all cash flow transactions, including transfers, pension sharing orders, and benefit calculations.
  • Establish new business and takeover cases, including AML checks and eligibility assessments.
  • Perform general administration duties, such as annual reviews, RPSRs, and client queries.
  • Maintain accurate records and databases, ensuring compliance with service level agreements.
  • Ensure adherence to compliance policies, including AML, Clear Desk, ID&V, and Conduct Risk.
Requirements
  • Customer service administration experience in financial services.
  • SSAS, SIPP, or Pensions experience, including property, is desirable.
  • Excellent communication and IT skills, including Word, Excel, and Outlook.
  • Strong attention to detail and ability to work to tight deadlines.
  • Positive and confident attitude.
  • Awareness of HMRC rules and commercial property transactions is an advantage.
About Us

AJ Bell Management Limited is a leading investment platform business, offering award-winning solutions for financial advisers and DIY investors. We have over 503,000 customers, managing assets totalling more than £80 billion. Our customers trust us with their investments, and we strive to make investing easier for everyone.

We offer opportunities for growth and professional development, including induction training and our study support scheme. Our active social events programme is open to all employees. In return for your hard work, you will be entitled to a competitive salary, generous holiday allowance, and a range of benefits, including a contributory pension scheme and buy as you earn share scheme.



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