Platform Investments Administrator

1 week ago


London, United Kingdom AJ Bell Full time

**Job Description**:
We are now recruiting a Platform Investments Administrator to join our Operations department. The purpose of the role is to provide excellent service to customers through setting up, running and reviewing trades. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas.

**Key Responsibilities**:

- Daily best execution and timely execution reporting
- Administering IPOs/Placings including giving order details to lead manager and contracting onto customers’ accounts
- Processing internal FX trades
- Processing internal error trade requests
- Investigation and clearance of reconciliation breaks including checking completed FX’s and resolving errors
- Checking unmatched equity trades, triaging errors and liaising with Dealing team for resolution
- Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures
- Liaise with other internal teams to help with complex customer queries

**About You**:

- Excellent customer service skills.
- Highly accurate work with excellent attention to detail.
- Ability to work to deadlines.
- IT literate; confident with Word and Excel.
- Excellent verbal and written communication.
- Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable.

**About us**

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 440,000 customers using our award-winning platform propositions to manage assets totalling more than £69.2 billion. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with an office in central London, we now have over 1000 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for three consecutive years.

**What we offer**:

- Competitive starting salary
- 25 days holiday increasing up to 30 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary bi-annual bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- 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
- Paid volunteering opportunities
- Free social events and more

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.



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