Investment Platform Specialist

3 days ago


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

We are seeking an experienced Investment Platform Specialist to join our team at AJ Bell Management Limited. In this role, you will be responsible for building strong relationships with customers, increasing assets under administration inflows, and converting unfunded accounts.

As an Investment Platform Specialist, you will work closely with internal stakeholders to ensure efficient operating processes and provide a positive customer experience.

The ideal candidate will have excellent customer service skills, be able to demonstrate problem-solving abilities, and possess a keen interest in investing/financial markets.

We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, as well as a range of benefits including 25-31 days' holiday entitlement, pension scheme, and discretionary bonus scheme.



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