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- Tasks: Oversee operational activities, ensuring compliance and risk management for SIPP Trustee.
- Company: Join AJ Bell, a fast-growing investment platform with a collaborative culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Hybrid working model with a focus on inclusion and diversity.
- Why this job: Lead a team and drive continuous improvement in a dynamic financial services environment.
- Qualifications: Experience in team leadership within financial services and strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
We are looking for a Trustee Oversight Manager at AJ Bell to ensure the effective operation of our Trustee Oversight function, reporting to the Senior Oversight Manager. In the role, you will ensure that robust systems, controls and governance are in place to manage associated risks, meet regulatory requirements and support AJ Bell's long-term strategic objectives.
What you'll be doing:
- Provide first line oversight of operational activities performed on behalf of the SIPP Trustee, ensuring appropriate controls and governance are in place to manage risk and ensure regulatory compliance.
- Collaborate with internal stakeholders to assess and monitor key processes related to SIPP administration (e.g., benefits processing, contributions, transfers).
- Ensure SIPP Trustee risks are identified, assessed, and accurately recorded.
- Maintain effective management information (MI).
- Conduct root cause analysis of exceptions and trends to inform risk management and drive continuous improvement.
- Track and monitor open actions, ensuring timely updates and appropriate closure.
- Monitor market developments and regulatory change, providing analysis and recommendations as appropriate.
- Contribute to change initiatives and process improvements, supporting the continuous enhancement of oversight activities in line with regulatory expectations, internal risk appetite, and business needs.
- Lead and develop the team, fostering a culture of accountability, collaboration, and continuous improvement.
- Effectively manage resources to ensure the timely, accurate, and cost-effective completion of all oversight activities.
What you'll bring:
- Proven experience of leading and developing teams, within a financial services environment.
- A proactive, confident communicator at all levels.
- CISI Investment Operations Certificate (IOC).
- Excellent organisational skills and attention to detail.
- Timely and appropriate escalation.
- Problem solving and decision making.
- Planning, organisation, and time management.
About Us:
AJ Bell is one of the UK's fastest-growing investment platforms, supporting over 644,000 customers to manage more than £103 billion in assets. From financial advisers to first-time investors, our award-winning solutions make it easier for people to take control of their financial future. Listed on the London Stock Exchange and part of the FTSE 250, we are headquartered in Manchester with offices in London and Bristol, and have a team of over 1,500 people. We have been recognised as one of the UK's Best 100 Companies to Work For for six consecutive years and a Great Place to Work in 2025 and 2026.
What we offer:
- Competitive salary and discretionary bonus.
- 27 days holiday, increasing to 31 with length of service, plus buy/sell scheme.
- 8% Pension with matched contributions.
- Share schemes including free shares and BAYE.
- Health Cash Plan and discounted private healthcare.
- Free onsite gym.
- Enhanced family leave and sick pay.
- Travel and bike loan schemes.
- Employee Assistance Programme.
Our ways of working:
We offer hybrid working with a minimum of 50% of your working time per month spent in the office. New starters spend an initial period full-time in the office to help you settle in and build relationships.
Inclusion & diversity:
We are committed to creating an inclusive environment where everyone feels respected and able to be themselves. We welcome applications from all backgrounds and make hiring decisions based on skills, experience, and potential.
Operational Oversight Manager employer: AJ BELL BUSINESS SOLUTIONS LIMITED
Contact Detail:
AJ BELL BUSINESS SOLUTIONS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Oversight Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching AJ Bell and understanding their values and goals. Tailor your answers to show how your experience aligns with their mission, especially in operational oversight and risk management.
✨Tip Number 3
Practice your problem-solving skills! Be ready to discuss specific examples of how you've tackled challenges in previous roles. This will demonstrate your proactive approach and ability to lead teams effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the AJ Bell team.
We think you need these skills to ace Operational Oversight Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Operational Oversight Manager role. Highlight your leadership experience in financial services and any relevant qualifications like the CISI Investment Operations Certificate.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for AJ Bell. Share specific examples of how you've led teams, managed risks, and improved processes in previous roles. This is your chance to show off your personality!
Showcase Your Communication Skills: As a proactive communicator, make sure your application reflects this. Use clear and concise language, and don’t shy away from demonstrating your ability to collaborate with various stakeholders in your written responses.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re serious about joining our team at AJ Bell!
How to prepare for a job interview at AJ BELL BUSINESS SOLUTIONS LIMITED
✨Know Your Stuff
Make sure you understand the key responsibilities of the Operational Oversight Manager role. Familiarise yourself with SIPP administration processes, regulatory requirements, and risk management strategies. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Leadership Skills
Since the role involves leading and developing a team, be prepared to discuss your leadership style and experiences. Share specific examples of how you've fostered collaboration and accountability in previous roles. This will show that you're not just a manager, but a leader who can inspire others.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think of past situations where you've had to conduct root cause analysis or manage risks. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Engage with the Interviewers
Don't forget that interviews are a two-way street! Prepare thoughtful questions about AJ Bell's culture, their approach to continuous improvement, and how they handle regulatory changes. This shows your genuine interest in the company and helps you determine if it's the right fit for you.