Investment Platform Coordinator
1 day ago
Our Commitment: At AJ Bell Management Limited, we are committed to providing an environment of mutual respect and equal employment opportunities to all applicants and employees.
Salary and Benefits: The salary for this role is estimated to be around £23,000-£25,000 per annum, depending on experience. We also offer a range of benefits including a generous holiday allowance, casual dress code, discretionary bonus and contributory pension scheme.
About the Job: In this role, you will be responsible for providing excellent customer service to our clients and ensuring all Securities are accurately priced. You will also be required to monitor client and counterparty exposure levels and run Programme Trades to ensure they perform as expected.
Requirements: To be successful in this role, you will need to have highly accurate work with excellent attention to detail. You should also be able to work to deadlines and be IT literate with confident use of Word and Excel.
- Highly accurate work with excellent attention to detail.
- Ability to work to deadlines.
- IT literate; confident with Word and Excel.
- Excellent verbal and written communication.
- Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable.
- Generous holiday allowance increasing up to 31 days with service, plus bank holidays.
- Casual dress code.
- Discretionary bonus.
- Contributory pension scheme.
- Bike loan.
- Season ticket loan portal.
- Discounted PMI and Dental.
- On-site gym and personal trainer led classes.
- Paid volunteering opportunities, free social events and more.
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