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 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...

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...

Place North West is seeking an experienced Investment Management Specialist to join our team. In this role, you will work closely with our colleagues to consider investment decisions and provide expert advice on risk management.About the JobThis is a challenging and rewarding opportunity to work with a leading organization in the North West, supporting...

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...

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...

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...

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...

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...

Job Title: Platform Investment Operations SpecialistAJ Bell Management Limited is seeking a highly skilled Platform Investment Operations Specialist to join our operations department. As a key member of the team, you will be responsible for providing excellent customer service by setting up, running, and reviewing trades, ensuring all securities are...

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...

We are seeking a highly skilled Investment Support Specialist to join our team at AJ Bell Management Limited. In this role, you will be responsible for providing exceptional customer service and support to our clients.The estimated salary for this position is £24,000 - £28,000 per annum, depending on experience.Job Description:You will be the first point...

About the Opportunity\We are seeking a highly skilled Investment Management Analyst to join our team at AJ Bell Management Limited. As a Financial Portfolio Specialist, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios.\Key Responsibilities:\Portfolio Governance: Ensure the maintenance of AJ Bell discretionary...

**Job Overview:** We have an exciting opportunity for a talented Portfolio Management Specialist to join our team. As a specialist, you will work closely with the Head of Investment Solutions and the investment team to develop and implement effective portfolio management strategies.

What You Will DoAs a Financial Portfolio Specialist, you will be responsible for supporting the maintenance of our discretionary managed portfolios, engaging with other business areas to support growth, and ensuring portfolio updates are communicated to investors.Your Key ObjectivesMaintain AJ Bell discretionary managed portfoliosSupport the growth of AJ...

Job Title: Investment Platform AdministratorEstimated Salary: £35,000 - £45,000 per annumAbout AJ Bell Management LimitedAJ Bell is a leading investment platform business in the UK, offering innovative solutions for financial advisers and DIY investors. With over 528,000 customers managing assets totalling more than £83 billion, we strive to make...