Administration Manager

2 months ago


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

We are seeking an experienced Administration Manager to join our team at AJ Bell Management Limited. As an Administration Manager, you will be responsible for providing exceptional administration services to our clients, ensuring that all tasks are completed efficiently and effectively.

Key Responsibilities
  • Administration Services: Provide high-quality administration services to our clients, including cash flow transactions, transfers, and benefit calculations.
  • Business Development: Establish new business cases, conduct AML checks, and ensure compliance with all relevant policies and procedures.
  • General Administration: Perform general administration duties, including annual reviews, RPSRs, and diary management.
  • Compliance: Ensure that all compliance policies are adhered to, including AML, Clear Desk, ID&V, and Conduct Risk.
Requirements
  • Customer Service Experience: Proven experience in customer service administration, preferably within the financial services industry.
  • SSAS, SIPP, or Pensions Experience: Desirable experience in SSAS, SIPP, or pensions, including property.
  • Communication Skills: Excellent communication skills, both written and verbal.
  • Attention to Detail: Strong attention to detail and ability to work to tight deadlines.
  • IT Skills: Excellent IT skills, including Word, Excel, and Outlook.
  • Positive Attitude: Positive and confident attitude, with a willingness to learn and develop.
About Us

AJ Bell Management Limited is a leading investment platform business, offering a range of solutions for individuals and financial advisers. We are committed to providing an environment of mutual respect, where equal employment opportunities are available to all applicants and employees.

What We Offer
  • Salary: Up to £30,000 (dependent on experience)
  • Holiday Allowance: Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays
  • Casual Dress Code: Casual dress code
  • Discretionary Bonus: Discretionary bi-annual bonus
  • Pension Scheme: Contributory pension scheme
  • Share Scheme: Buy as you earn share scheme
  • Maternity/Paternity Scheme: Enhanced maternity/paternity scheme from day one
  • Wellbeing Benefits: On-site gym, personal trainer-led classes, and more

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