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- Tasks: Oversee Trustee operations, ensuring compliance and risk management in a dynamic financial environment.
- Company: Join AJ Bell, one of the UK's fastest-growing investment platforms with a collaborative culture.
- Benefits: Enjoy competitive salary, generous holiday, pension contributions, and health perks.
- Why this job: Lead a team, drive improvements, and make a real impact in financial services.
- Qualifications: Experience in team leadership within finance, strong communication, and problem-solving skills.
- Other info: Hybrid working model with a focus on inclusion and diversity.
The predicted salary is between 50000 - 60000 £ 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 will 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 will 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.
Trustee 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 Trustee 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 and the role of Trustee Oversight Manager.
✨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 ability to manage risks and drive continuous improvement.
✨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 Trustee Oversight Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trustee Oversight Manager role. Highlight your experience in financial services and any relevant skills that align with the job description. We want to see how you can bring value to our team!
Showcase Your Leadership Skills: Since this role involves leading a team, don’t forget to mention your experience in developing and managing teams. Share specific examples of how you've fostered collaboration and accountability in previous roles. We love to see proactive leaders!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate well-organised applications that get straight to the heart of your qualifications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining 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 a Trustee Oversight Manager. 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, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past situations where you identified risks or implemented process improvements. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Stay Updated on Market Trends
Keep an eye on current market developments and regulatory changes relevant to the financial services sector. Being able to discuss these topics during your interview will show that you're proactive and engaged, which is exactly what AJ Bell is looking for.