Asset Management Lead

14 hours ago


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

We are seeking a skilled Asset Management Lead to join our team at AJ Bell Management Limited. As a key member of our organization, you will be responsible for leading and managing a team of professionals in the asset management department.

Key Responsibilities:
  • Mentoring and coaching team members to enhance their skills and performance.
  • Monitoring benefits cases and processing them in line with service level agreements.
  • Providing regular reports to the Manager, including KPIs and monthly MI.
  • Dealing with FTRs and complaints in accordance with FCA and group procedures.
Requirements:
  • Previous experience in a Customer Services Administrator team, preferably in a supervisory role.
  • Experience leading and motivating a team.
  • Strong numeracy and literacy skills.
  • Excellent communication and time management skills.
About Us

AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering award-winning solutions for customers. We have over 484,000 customers using our platform propositions to manage assets worth more than £76 billion.

We offer a range of benefits, including a starting salary of £28,000 - £30,000 (dependent on experience), 26 days' holiday increasing up to 31 days with service, plus bank holidays, and a contributory pension scheme.



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