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Administrative Services Coordinator

2 months 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, contributions, benefit calculations, loans, and borrowings.
  • Establish new business and takeover cases, including AML checks, eligibility, and establishing new bank accounts.
  • Perform general administration duties, including annual reviews, processing and submitting RPSRs, answering client queries, maintaining a diary and post system, and ensuring work is produced within service level agreements.
  • Maintain a diary system in line with service level agreements and keep spreadsheet and database records up to date.
  • Ensure compliance with all relevant policies, including AML, Clear Desk, ID&V, and Conduct Risk.
Requirements
  • Customer service administration experience gained within financial services.
  • SSAS, SIPP, or Pensions experience, including property, is desirable.
  • Excellent communication skills, both written and verbal.
  • Strong attention to detail and ability to work to tight deadlines.
  • Excellent IT skills, including Word, Excel, and Outlook.
  • Positive and confident attitude.
  • Awareness of HMRC rules relating to pension schemes is desirable.
  • Awareness of commercial property and loanback transactions is an advantage.
About Us

AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that cater for everyone, from professional financial advisers to DIY investors. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.

We are 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.

What We Offer
  • Salary up to £30,000 (dependent on experience).
  • Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays.
  • Casual dress code.
  • Discretionary bi-annual bonus.
  • Contributory pension scheme.
  • Buy as you earn share scheme.
  • Enhanced maternity/paternity scheme from day one.
  • Bike loan.
  • Season ticket loan portal.
  • Discounted PMI and Dental.
  • On-site gym and personal trainer-led classes.
  • Free social events and more.