Investment Platform Support Specialist

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Investment Platform Support Specialist

We are looking for a highly skilled Investment Platform Support Specialist to join our team. The successful candidate will provide exceptional customer service, manage trade operations, and ensure accurate pricing of securities.

Key Responsibilities:
  • Trade Operations: Checking and matching of executed trades (Equities, Collectives, FX)
  • Rebooking Trades: Processing trade rebookings and requesting static data updates
  • Exposure Monitoring: Client and Counterparty exposure monitoring (including Exposure Levels, Short positions, Client Debtors)
  • Programme Trade Execution: Ensure Programme Trades are run and perform as expected
  • Collaboration: Liaise with other teams for customer service and consumer outcomes
  • Project Support: Support management with project implementations, fixes and upgrades through testing and process definition
Requirements:
  • Attention to Detail: Highly accurate work with excellent attention to detail
  • Time Management: Ability to work to deadlines
  • Technical Skills: IT literate; confident with Word and Excel
  • Communication: Excellent verbal and written communication
  • Experience: Previous experience in a financial services administration role is desirable
What We Offer:
  • Holidays: Generous holiday allowance, increasing with service
  • Dress Code: Casual dress code
  • Bonus Scheme: Discretionary bi-annual bonus
  • Pension Scheme: Contributory pension scheme
  • Share Scheme: Share scheme
  • Maternity/Paternity Leave: Enhanced maternity/paternity scheme
  • Transport: Bike loan, Season ticket loan portal
  • Healthcare: Discounted PMI and Dental
  • Fitness: On-site gym and personal trainer classes
  • Social Events: Free social events

AJ Bell Management Limited values diversity and promotes equal opportunities for all.



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