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- Tasks: Join our team to manage Corporate Actions & Dividends with precision and teamwork.
- Company: AJ Bell is a leading investment platform in the UK, trusted by over 593,000 customers.
- Benefits: Enjoy a starting salary of £24,720, 25 days holiday, and a range of perks including gym access.
- Why this job: Be part of a fast-growing company that values teamwork and offers personal development opportunities.
- Qualifications: 5 GCSEs including Maths and English; strong communication and IT skills required.
- Other info: Hybrid working model with a friendly environment and a commitment to diversity and inclusion.
The predicted salary is between 21000 - 30000 £ per year.
We are now recruiting an Asset Servicing Administrator to work in a team of administrators and ensure the delivery of excellence in the administration of Corporate Actions & Dividends on a 12-month Fixed-term contract.
Asset Servicing is a department under the Custody umbrella. It is made up of three teams: Event Capture, Dividends Processing and Corporate Actions Processing.The administrator will be expected to complete an assigned work load, manage their tasks intraday, communicate with and assist their colleagues to ensure the team’s work is completed. The role is an operations role so it is key that the process is performed to a high standard to ensure the ongoing success of AJ Bell.
What does the job involve?
- Creating and maintaining records of the event
- Compiling & issuing customer notifications for forthcoming events, where required
- Collating customer responses, where required
- Instructing counterparties / custodians
- Reconciling positions at different stages through the event
- Processing events to customer accounts
- Notifying customers when events are completed
- Ensuring that we are adhering with all compliance policies including AML, CASS, Clear Desk and breach reporting
What you\’ll have:
- You will have a minimum of 5 GCSE\’s grades A*-C (or equivalent) including Maths and English
- Ability and commitment to deliver excellent customer service skills
- Strong communication skills, both written and verbal.
- Competent IT skills, including Word, Excel and Outlook.
- Ability to work in high pressure deadline driven environments
- Exceptional attention to detail
- Experience of financial services, or a keen interest in it, is desirable
- Advanced excel skills
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.
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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK\’s \’Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Our perks and benefits:
- Starting salary of £24,720
- 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
- Freeon-site gym providing a wide range of free classes
- Employee Assistance Programme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- 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
- 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
- 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.
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Asset Servicing Administrator (12 Month Fixed-Term Contract) employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Servicing Administrator (12 Month Fixed-Term Contract)
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Asset Servicing Administrator role. Understanding Corporate Actions and Dividends will help you speak confidently about how your skills align with the job during any discussions.
✨Tip Number 2
Network with current or former employees of AJ Bell on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Brush up on your Excel skills, especially if you have advanced functions you're familiar with. Being able to demonstrate your proficiency in Excel during an interview can set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've delivered excellent customer service in previous roles. This is a key requirement for the position, and having specific instances ready will showcase your suitability for the role.
We think you need these skills to ace Asset Servicing Administrator (12 Month Fixed-Term Contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Asset Servicing Administrator role. Emphasise your attention to detail, customer service skills, and any experience in financial services.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses why you are interested in the position at AJ Bell. Mention your understanding of the role's responsibilities and how your background makes you a suitable candidate.
Showcase Relevant Skills: In your application, clearly demonstrate your IT skills, particularly in Excel, and your ability to work under pressure. Provide examples of how you've successfully managed tasks in a deadline-driven environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at AJ Bell Management Limited
✨Showcase Your Attention to Detail
As an Asset Servicing Administrator, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Customer Service Skills
This role requires excellent customer service abilities. Think of specific instances where you successfully resolved customer issues or enhanced their experience, and be ready to share these during the interview.
✨Familiarise Yourself with Financial Services
Having a keen interest in financial services is desirable for this position. Brush up on current trends and terminology in the industry, and be prepared to discuss why you're passionate about this field.
✨Prepare for High-Pressure Scenarios
The job involves working in a deadline-driven environment. Prepare to discuss how you've managed stress and prioritised tasks in previous roles, showcasing your ability to thrive under pressure.
