Senior Asset Manager
2 weeks ago
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.
- 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.
- 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.
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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