At a Glance
- Tasks: Lead a team ensuring accurate fees and compliance while analysing data for insights.
- Company: AJ Bell is a fast-growing investment platform, trusted by over 593,000 customers.
- Benefits: Enjoy 27-31 days holiday, pension schemes, bonuses, gym membership, and personal development.
- Why this job: Join a culture of continuous improvement in a supportive environment with strong career growth.
- Qualifications: Detail-oriented with advanced Excel skills; leadership experience and project management are essential.
- Other info: Hybrid working model with a focus on building relationships and a casual dress code.
The predicted salary is between 43200 - 72000 £ per year.
We’re looking for a Revenue Assurance Manager to join our growing team at AJ Bell. This is a high impact role where you’ll lead a team responsible for ensuring fees are charged accurately, controls are robust, and customer outcomes are fair and compliant with Consumer Duty.
What you’ll be doing:
- Oversee the delivery of pricing changes, system upgrades, and fee updates across the business, ensuring full alignment with policies and regulatory expectations.
- Analyse data to spot trends, highlight issues, and deliver actionable insights using tools like Excel and Power BI.
- Support the Pricing Change Working Group and contribute to meeting preparation, test result reviews, and stakeholder training.
- Coordinate cross functional projects and stakeholder engagement, managing everything from UAT testing to final documentation.
- Ensure departmental processes are clearly defined, documented, and consistently followed.
- Lead, coach, and develop the Revenue Assurance team, managing resourcing, performance reviews, training, and day-to-day operations.
- Drive a culture of continuous improvement by identifying risks, implementing controls, and recommending process enhancements.
What we’re looking for:
- Detail-oriented and analytical, with the ability to turn large data sets into meaningful insights.
- Advanced Excel skills; Power BI experience is a strong advantage.
- Familiarity with UAT, internal controls, pricing structures, and regulatory compliance.
- Proven team leadership experience with a strong track record of performance management, coaching, and development.
- Skilled in managing multiple projects and priorities with tight deadlines.
- Strong communicator with the ability to build relationships across a variety of teams and seniority levels.
- Confident in challenging existing processes and suggesting improvements.
About us
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Our perks and benefits
- Starting holiday entitlement of 27 days, increasing up to 31 days with length of service plus 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 gym membership.
- Employee Assistance Programme.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- Loans for travel season tickets.
- Charitable giving opportunities through salary sacrifice.
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more.
- Personal development programmes built around you and your career goals, including access to personal skills workshops.
- Ongoing technical training.
- 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.
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 a minimum of 50% of your working time per month in the office. For new team members, an initial period will be 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.
Revenue Assurance Manager employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Assurance Manager
✨Tip Number 1
Familiarise yourself with AJ Bell's values and culture. Understanding what makes us tick will help you align your responses during interviews and discussions, showing that you're a great fit for our team.
✨Tip Number 2
Brush up on your Excel and Power BI skills. Since these tools are crucial for the role, demonstrating your proficiency in them during any practical assessments or discussions can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with UAT and internal controls. Be ready to share specific examples of how you've managed similar projects in the past, as this will showcase your relevant expertise.
✨Tip Number 4
Network with current or former employees of AJ Bell. Engaging with them can provide valuable insights into the company’s operations and culture, which you can leverage during your application process.
We think you need these skills to ace Revenue Assurance Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Revenue Assurance Manager role. Focus on your analytical abilities, team leadership experience, and familiarity with tools like Excel and Power BI.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've successfully managed projects, led teams, or improved processes in previous positions.
Highlight Relevant Skills: Emphasise your detail-oriented nature and analytical skills. Discuss your experience with UAT, internal controls, and regulatory compliance, as these are crucial for the position.
Showcase Continuous Improvement Initiatives: Provide examples of how you've driven continuous improvement in past roles. This could include identifying risks, implementing controls, or suggesting process enhancements that benefited your previous employers.
How to prepare for a job interview at AJ Bell Management Limited
✨Showcase Your Analytical Skills
As a Revenue Assurance Manager, you'll need to demonstrate your ability to analyse data effectively. Prepare examples of how you've used tools like Excel and Power BI to derive insights from large datasets. Be ready to discuss specific trends you've identified and the impact of your findings.
✨Understand Regulatory Compliance
Familiarise yourself with the regulatory expectations relevant to pricing structures and consumer duty. During the interview, be prepared to discuss how you ensure compliance in your previous roles and how you would approach this at AJ Bell.
✨Emphasise Team Leadership Experience
Highlight your experience in leading and developing teams. Share specific examples of how you've managed performance reviews, coaching, and training. This will show that you're not only capable of managing processes but also nurturing talent within your team.
✨Prepare for Cross-Functional Collaboration
Since the role involves coordinating cross-functional projects, think of instances where you've successfully engaged with various stakeholders. Be ready to discuss how you manage multiple priorities and ensure alignment across different teams.