Financial Services Administrator

5 days ago


Salford, Salford, United Kingdom AJ Bell Full time
About the Role
AJ Bell is seeking a skilled Financial Services Administrator to join our team. As an integral part of our Platinum SSAS Team, you will be responsible for delivering excellent administration services for AJ Bell's fully bespoke SSAS product.

Key Responsibilities:
- Administer all cash flow transactions in and out of each individual scheme, 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.
- Manage properties within schemes, including purchasing, selling, and ongoing maintenance and management of properties.
- Ensure compliance with all regulatory requirements and company policies, including AML, Clear Desk, ID&V, and Conduct Risk.

What We Offer:
- Competitive salary up to £30,000 (dependent on experience)
- 25 days holiday allowance increasing to 31 days with service plus bank holidays
- Holiday buy and sell scheme
- 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 gym membership with onsite gym and classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounts on 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
- Regular social events, including monthly payday drinks, annual Christmas party, and summer party

About Us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK, offering award-winning solutions for financial advisers and DIY investors. With over 542,000 customers managing assets totalling more than £86.5 billion, we strive to make investing easier and help people take control of their financial futures.

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