Senior Asset Manager

2 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
About the Role

We are seeking an experienced Asset Management Lead to join our team at AJ Bell Management Limited. In this role, you will be responsible for leading a team of asset managers and overseeing the workload, development, and performance of the team.

Key Responsibilities
  • Mentor and coach team members to develop their skills and abilities.
  • Monitor ongoing benefits cases and process them in line with service level agreements.
  • Responsible for maintaining records of work completed by the team and providing regular reports to the Manager.
  • Monitor the performance of individuals and provide constructive feedback to improve performance.
  • Deal with complaints and FTRs in line with FCA and group procedures.
Requirements
  • Previous experience in a Customer Services Administrator team specifically within a supervisory role.
  • Experience leading and motivating a team.
  • Strong numeracy and literacy skills.
  • Strong time management and organisation skills.
  • Strong communication skills, both written and verbal.
  • Strong attention to detail.
  • Good IT skills, including Word, Excel, and Outlook.
  • Understanding of AJ Bell products and services.
  • Awareness of HMRC rules and FCA regulations relating to pensions and benefits.
What We Offer
  • Starting salary £28,000 - £30,000 (depending on experience).
  • 26 days holiday increasing up to 31 days with service, plus bank holidays.
  • Casual dress code.
  • Discretionary bi-annual bonus.
  • Contributory pension scheme.
  • Buy as you earn share scheme.
  • Enhanced maternity/paternity scheme from day one.
  • Bike loan.
  • Season ticket loan portal.
  • Discounted PMI and Dental.
  • On-site gym and personal trainer led classes.
  • Free social events.
About Us

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



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