Job Description
Reporting to the Reconciliations Manager, the Reconciliations Team Leader is responsible for leading the day-to-day operation of the Reconciliations function whilst acting as the technical lead for the firm's reconciliation systems and controls. The role supports the reconciliation manager by leading, coaching and supporting to the Reconciliations team, ensuring operational objectives, regulatory obligations and customer outcomes are achieved whilst supporting business growth through automation, process improvement and effective risk management.
Key responsibilities:
Operational Delivery & Control Oversight
Ensure the accurate and timely completion of all reconciliation activities in accordance with regulatory requirements, internal policies and operational procedures.
Oversee the accurate and timely execution of CASS funding and SIPP rebalancing activities, ensuring all requirements are met within defined control standards.
Monitor reconciliation exceptions, break trends, management information, and funding exposures, ensuring aged items, high-value breaks, potential breaches and emerging risks are appropriately investigated, escalated and resolved.
Act as the primary escalation point for technical and operational reconciliation matters, providing guidance and support to the wider team.
Perform reconciliation reviews, checking activities and technical oversight as required to maintain operational resilience and effective control coverage.
Maintain accurate and up-to-date process documentation, system documentation, procedures and operating guides relating to reconciliation activities and systems.
Ensure all activities are conducted in accordance with FCA requirements, Consumer Duty obligations, internal policies and regulatory expectations.
Undertake any other reasonable duties as required by the Reconciliations Manager or wider management team.
People Leadership & Team Management
Lead, manage and develop team members through effective performance management, coaching, mentoring and development planning.
Conduct regular one-to-one meetings, performance reviews and development discussions to support employee engagement and capability growth.
Provide technical leadership and coach...
Reconciliations Team Leader employer: AJ Bell Careers
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, a collaborative culture, and a range of benefits including generous holiday allowances, a robust pension scheme, and tailored learning opportunities, we ensure our team members thrive both personally and professionally. Our hybrid working model and commitment to inclusion make AJ Bell a rewarding place to build a meaningful career in the financial services sector.
