Financial Management Specialist

21 hours ago


Manchester, United Kingdom AJ Bell Management Limited Full time

**About the Role:**

We are seeking a highly skilled Financial Management Specialist to join our team at AJ Bell Management Limited.

The successful candidate will have strong interpersonal skills and experience in contributing to high-quality management information to a range of stakeholders within the business. They will be responsible for preparing key internal reporting requirements, including supporting the Business review and Cost centre reporting process, Cashflow forecasting and Treasury reporting.

Key Responsibilities:

  • Preparation of key internal reporting requirements, including supporting the Business review and Cost centre reporting process.
  • Calculation and preparation of key accounting adjustments, including accruals, prepayments, revenue, and tax adjustments.
  • Maintenance of fixed assets register.
  • Maintenance of complex financial modelling, with opportunities to develop and create new models.
  • Preparation of monthly balance sheet reconciliations.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience.

We have over 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83 billion.

What We Offer:

  • A competitive salary of approximately **£55,000 - £65,000** per annum, depending on experience.
  • Starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
  • Holiday buy and sell scheme.
  • A choice of pension schemes with matched contributions up to 6%.
  • Discretionary bonus scheme.
  • Annual free share awards scheme.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership, with an on-site gym providing a wide range of free classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Charitable giving opportunities through salary sacrifice.
  • Ongoing technical training.
  • Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.


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