Investment Management Specialist

Are you passionate about trading and investing? Do you want to be part of a dynamic team that helps people achieve their financial goals?We are looking for an Investment Support Specialist to join our Dealing Services Team at AJ Bell Management Limited. In this role, you will support customers by phone, email, and secure message, placing and executing deals...

About the RoleWe're seeking an experienced Investment Analysis Specialist to join our team at AJ Bell Management Limited. As an Asset & Investment Analyst, you will play a key role in maintaining our discretionary managed portfolios. Your responsibilities will include supporting the maintenance of our portfolios across various areas, such as product...

About the JobThe Platform Investment Specialist will be responsible for checking and matching executed trades (Equities, Collectives, FX), processing trade rebookings, and requesting static data updates.This role also involves client and counterparty exposure monitoring, ensuring Programme Trades run smoothly, and liaising with other teams to deliver...

Job SummaryWe are seeking a highly skilled Investment Service Specialist to join our Dealing Services Agents team. As an Investment Service Specialist, you will play a pivotal role in assisting AJ Bell customers with their investments and providing exceptional customer service.About the RoleThe ideal candidate will have excellent communication skills, a...

AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering award-winning solutions for customers ranging from professional financial advisers to DIY investors. We are looking for an experienced Investment Solutions Specialist to join our team.Job Description:Maintain and update portfolio models and investment...

Job Summary:We are seeking an experienced Investment Platform Specialist to join our team at AJ Bell Management Limited. As a key member of our Advised Business Analysis Team, you will play a pivotal role in shaping the future of our app-based investment platform.As an Investment Platform Specialist, you will work closely with our Product Owners and...

We are looking for an exceptional Head of Investment Solutions Specialist to oversee the design, manufacture, monitoring, and maintenance of 'standard' portfolios within our investments team. These portfolios cover all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.This role...

Job Title: Investment Operations Specialist This key role involves working within our Operations Department as an Investment Operations Specialist. The main responsibilities will include maintaining system integrity, verifying trade data, and providing exceptional customer service through accurate and timely responses to queries.Key Responsibilities:Matching...

About the JobThis is an exciting opportunity for a skilled Investment Control Specialist to join our team at AJ Bell Management Limited. The successful candidate will work closely with our finance department to ensure the accuracy and integrity of our investment data.The role involves reviewing large sets of data, performing reconciliations, and identifying...

We are looking for a highly organized and detail-focused Investment Operations Specialist to join our team. As a key member of our operations department, you will be responsible for managing investment portfolios, processing trades, and maintaining accurate records.A successful candidate will have previous experience in a financial services administration...

AJ Bell Management Limited is seeking an experienced Investment Platform Manager to join its leadership team. As a key member of our senior management team, you will play a crucial role in shaping our investment platform strategy and operations.About the CompanyWe are a leading investment platform business in the UK, offering a range of solutions to...

Insight Investment is looking for an experienced Data Engineer to join our growing team building our strategic data platform as we look to adopt best-in-class data governance and democratize data around the business. The successful candidate will play a pivotal role in shaping and executing our data strategy, leveraging our data assets to the full, elevating...

Join AJ Bell Management Limited, one of the fastest-growing investment platform businesses in the UK, as an Investment Platform Support Specialist. In this exciting role, you will be part of our Dealing Services Team, providing award-winning customer service to our clients.As a key member of our team, you will be responsible for supporting customers with...

At AJ Bell Management Limited, we are seeking a skilled Investment Portfolio Specialist to join our Dealing Services Teams. This role involves supporting customers by phone, email, and secure message in executing deals over the phone.This position requires excellent customer service skills, with a polite and professional telephone manner.The ideal candidate...

**About the Role**We are looking for a skilled Investment Platform Specialist to join our team at AJ Bell Management Limited. The successful candidate will be responsible for generating interest in the AJ Bell Investcentre platform and engaging with adviser firms to help them understand the benefits of using our services.This is an excellent opportunity to...

Job OverviewWe are looking for a skilled professional to manage operational processes and procedures within our Investments team at AJ Bell Management Limited. As an Investment Operations Manager, you will be responsible for managing key third-party relationships and building stakeholder relationships within the business.The role requires someone with...

Are you looking for a challenging and rewarding role in investment platform support?As an Investment Platform Support Specialist at AJ Bell, you will play a crucial role in supporting our customers by phone, email, and secure message. You will place and execute deals over the phone while ensuring the highest level of customer service is provided at all...

About the OpportunityWe are seeking a talented Investment Management Professional to join our investments team at AJ Bell. The successful candidate will be responsible for working closely with the Head of Investment Solutions and the investment team to design, manufacture, monitor, and maintain AJBAM managed portfolios.Main Responsibilities:Work with the...

We are seeking a highly skilled Investment Services Specialist to join our Dealing Services Team. This role is responsible for providing exceptional customer service and support to our clients, ensuring they receive the highest level of service at all times.The ideal candidate will have excellent communication skills, be able to work in a fast-paced...

Job Title: Investment Portfolio ManagerWe are seeking a highly skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited. This role will involve the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.About Us:AJ Bell is a leading investment platform business in...