Investment Portfolio Manager

1 week ago


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

We are seeking an experienced Investment Platform Administrator to join our team and take on key responsibilities in maintaining system integrity, reviewing trades, and ensuring accurate securities pricing.

  • Process trade rebookings and update static data as necessary.
  • Monitor client exposure levels, including short positions and client debtors.
  • Collaborate with internal teams to deliver outstanding customer service and drive consumer outcomes.
  • Support management in implementing projects, software testing, and process development.
  • Prior experience in financial services administration, particularly in stockbroking or banking, is highly desirable.
About AJ Bell Management Limited

AJ Bell Management Limited is a fast-growing investment platform business in the UK, serving over 528,000 customers with assets exceeding £83 billion. We are committed to providing award-winning solutions for financial advisers and DIY investors.



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