At a Glance
- Tasks: Manage cash operations and ensure accurate record-keeping for client funds.
- Company: Join AJ Bell, a fast-growing investment platform with a collaborative culture.
- Benefits: Starting salary of £25,400, 25+ days holiday, and health benefits.
- Other info: Enjoy a friendly environment with personal development opportunities and social events.
- Why this job: Be part of a team that helps clients manage their financial futures.
- Qualifications: 5 GCSEs including Maths and English; strong numerical and communication skills.
The predicted salary is between 20400 - 29600 £ per year.
We are now looking to recruit a hardworking, articulate individual to join our Cash Operations team.
The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.
This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.
This role also supports other teams across AJ Bell by providing service and answering queries.
What does the job involve?
- Facilitating, instructing and processing the movement of funds between customers own accounts, internal company bank accounts and external Investment Partners and Banks
- Instructing cash movements on the online banking systems & identifying/applying incoming payments
- Ensure all funds relating to Client Money are processed and adequately protected
What you'll have:
- You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
- Excellent numerical ability
- Strong communication skills, both written and verbal.
- Competent IT skills including experience working with Excel
- Ability to work to deadlines and under pressure, at times unsupervised
- Experience of financial services, or a keen interest in it, is desirable
About AJ Bell
At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.
We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.
Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.
We're proud to be 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, a reflection of our supportive and collaborative culture.
What we offer
- Starting salary of £25,400 (can be higher dependent on financial services experience)
- 25days holiday, increasing with service + buy/sell scheme + bank holidays
- 6% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
Life at AJ Bell
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
Our ways of working
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 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.
We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Agency information
This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.
Cash Operations Administrator in Manchester employer: AJ Bell Management Limited
AJ Bell is an exceptional employer, renowned for its supportive and collaborative work culture that prioritises employee well-being and development. With a strong commitment to personal growth, employees benefit from tailored training programmes, a hybrid working model, and a range of generous perks including a competitive salary, extensive holiday entitlement, and health benefits. Located in Manchester, AJ Bell not only offers a vibrant city atmosphere but also fosters a sense of community through regular social events and a focus on teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Cash Operations Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees at AJ Bell on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by practising common questions related to cash operations. Think about how your skills match the role and be ready to share examples of your experience with numbers and teamwork.
✨Tip Number 3
Show your enthusiasm for financial services! Research AJ Bell’s values and recent news, and be ready to discuss how you can contribute to their mission of making investing easier for everyone.
✨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 serious about joining the team at AJ Bell.
We think you need these skills to ace Cash Operations Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant skills and experiences that match the Cash Operations Administrator role. We want to see how your background aligns with our needs, so don’t be shy about showcasing your numerical ability and communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how you can contribute to our team. We love seeing enthusiasm and a genuine interest in financial services, so let that passion come through.
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves processing important financial information. Avoid jargon unless it’s relevant!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll find all the details you need right there. Plus, it shows us you’re keen on joining AJ Bell!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Numbers
As a Cash Operations Administrator, you'll be dealing with funds and financial records. Brush up on your numerical skills and be prepared to discuss how you handle calculations or discrepancies. Maybe even practice some common scenarios you might face in the role.
✨Communicate Clearly
Strong communication is key in this role. During the interview, make sure to articulate your thoughts clearly and concisely. You might want to prepare examples of how you've effectively communicated in past roles, especially when resolving queries or working with team members.
✨Familiarise Yourself with FCA Regulations
Since client money protection is crucial, it’s a good idea to have a basic understanding of FCA regulations. Research these regulations and be ready to discuss how they impact cash operations. This shows that you're serious about compliance and protecting client interests.
✨Show Your Team Spirit
AJ Bell values teamwork, so be prepared to share examples of how you've collaborated with others in previous jobs. Highlight any experiences where you supported team performance or contributed to achieving SLAs and KPIs. This will demonstrate that you’re a great fit for their culture.
