Platform Operations Coordinator

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Job Title: Investment Platform Administrator

Estimated Salary: £40,000 - £55,000 per annum

About AJ Bell Management Limited

AJ Bell offers a range of award-winning solutions for financial advisors and do-it-yourself investors, helping them navigate the complexities of investing. With over 528,000 clients and £83 billion in managed assets, we're committed to making investing simpler and more accessible.

Main Responsibilities
  • Manage trade rebookings and initiate static data updates.
  • Track client and counterparty exposure, covering levels, short positions, and client debtors.
  • Foster collaboration with other teams to deliver top-notch customer experiences and meet consumer expectations.
  • Support senior staff in implementing projects, fixing problems, and upgrading systems via software testing and process design.
Required Skills
  • Prior experience in financial services administration, preferably in stockbroking or banking, is beneficial.
Benefits Package
  • Start with 25 days' paid vacation, increasing to 31 days after one year of service.
  • Vacation buyback program.
  • Pension options with employer matching up to 6%.
  • Discretionary bonus program.
  • Annual gift of shares.
  • Health cash plan offered by Medicash.
  • Discounted private health insurance and dental coverage.
  • On-site gym access and fitness classes.
  • Employee assistance program.
  • Enhanced family leave policies.
  • Reduced childcare costs at Kids Planet on Exchange Quay.
  • Travel season ticket loans.
  • Pre-tax charitable giving options.
  • Bi-monthly team-building events, an annual Christmas party, summer get-together, and more.
  • Ongoing professional growth and development opportunities.
  • Peer recognition and reward system.


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