At a Glance
- 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.
- Other info: Hybrid working model with a focus on inclusion and diversity.
- 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.
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
AJ Bell is an exceptional employer, recognised as one of the UK's Best 100 Companies to Work For for six consecutive years. With a strong focus on employee growth and a collaborative work culture, we offer competitive salaries, generous holiday allowances, and a range of benefits including a health cash plan and enhanced family leave. Our Manchester headquarters provides a vibrant environment where you can thrive while contributing to our mission of empowering customers to take control of their financial future.
Contact Details:
AJ BELL BUSINESS SOLUTIONS LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trustee Oversight Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AJ BELL BUSINESS SOLUTIONS LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trustee Oversight Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AJ BELL BUSINESS SOLUTIONS LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AJ BELL BUSINESS SOLUTIONS LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AJ BELL BUSINESS SOLUTIONS LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AJ BELL BUSINESS SOLUTIONS LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AJ BELL BUSINESS SOLUTIONS LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AJ BELL BUSINESS SOLUTIONS LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
