Platform Investments Administrator
We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. 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:
- Assisting in the set up of various asset types, across the Platform.
- Maintaining Static Data and ensuring all assets are priced accurately.
- Actioning ad-hoc Fund Conversions at the request of clients.
- Ensure Programme Trades are run and perform as expected.
- Liaise with other teams to ensure delivery of customer service and consumer outcomes.
- Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures.
You'll have:
- 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 UK’s fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing.
With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work® in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do.
Our perks and benefits:
- Starting salary of £25,400 (depending on financial services experience)
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
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.
If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.