At a Glance
- Tasks: Oversee operational activities, ensuring compliance and risk management for SIPP Trustee.
- Company: Join AJ Bell, a fast-growing investment platform with a supportive culture.
- Benefits: Enjoy 27 days holiday, pension contributions, bonuses, and health plans.
- Other info: Hybrid working, regular social events, and tailored learning opportunities await you.
- Why this job: Lead a team, drive improvements, and make a real impact in financial services.
- Qualifications: Experience in team leadership within financial services and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
We're looking for an Operational 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'll 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.
- 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 AJ Bell
AJ Bell is one of the UK's fastest‐growing investment platform businesses, providing award‐winning solutions for everyone, from professional financial advisers to first‐time investors. Today, over 644,000 customers trust us to manage more than £103.3 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:
- 27 days holiday, increasing with service + buy/sell scheme + bank holidays.
- 8% 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:
We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there's an initial period of full‐time office working to help you settle in and build relationships.
Inclusion & diversity:
We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Operational Oversight Manager in Manchester employer: AJ Bell Management 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 supportive and collaborative culture, we offer extensive benefits including generous holiday allowances, a strong pension scheme, and tailored learning opportunities, all within a dynamic hybrid working environment that fosters employee growth and well-being.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operational Oversight Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at AJ Bell. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching AJ Bell’s values and recent developments. Show us you’re not just interested in the role but also in being part of our culture and mission.
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let your enthusiasm show!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team.
We think you need these skills to ace Operational Oversight Manager in Manchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in operational oversight and team leadership. We want to see how your skills align with the role of Operational Oversight Manager at AJ Bell.
Showcase Your Communication Skills:As a proactive communicator, it’s essential to demonstrate this in your written application. Use clear and concise language to convey your ideas and experiences, reflecting the confident communication style we value.
Highlight Problem-Solving Abilities:We’re looking for someone who can tackle challenges head-on. Include examples in your application that showcase your problem-solving skills and decision-making processes, especially in a financial services context.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Stuff
Make sure you understand the key responsibilities of the Operational Oversight Manager role. Familiarise yourself with SIPP administration processes and regulatory requirements. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Leadership Skills
Since the role involves leading and developing a team, be prepared to discuss your leadership style and experiences. Think of specific examples where you've successfully managed a team or driven improvements in a previous role. This will demonstrate your capability to foster a culture of accountability and collaboration.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing risks or conducting root cause analysis. Practise articulating your thought process and decision-making skills. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Engage with the Interviewers
Don’t just wait for questions; engage with your interviewers. Ask insightful questions about AJ Bell’s current challenges in operational oversight or their approach to regulatory changes. This shows your proactive nature and genuine interest in contributing to their long-term strategic objectives.
