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- Tasks: Join us as a Platform Investments Administrator, ensuring smooth trading operations and excellent customer service.
- Company: AJ Bell is a leading UK investment platform, trusted by over 593,000 customers with £90.4 billion in assets.
- Benefits: Enjoy a starting salary of £24,720, 25+ days holiday, and a range of health and wellness perks.
- Why this job: Be part of a fast-growing company with a friendly culture and opportunities for personal development.
- Qualifications: 5 GCSEs including Maths and English; strong numeracy and communication skills required.
- Other info: Hybrid working model with initial full-time office immersion to build connections.
The predicted salary is between 21000 - 35000 £ per year.
We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is to provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas.
Key Responsibilities:
- Checking trading static data is correct in the system - investigating discrepancies where necessary
- Liaising with internal stakeholders and Fund Managers to set up new funds on the platform
- Assessing new assets for platform eligibility
- Assisting internal teams with dealing queries and issues
- Accurate processing of fund conversions
- Complete daily pricing processes to ensure accurate pricing of assets on the platform
- Checking and matching of executed trades (Equities, Collectives, FX)
- Processing trade rebookings and requesting static data updates
- Client and Counterparty exposure monitoring (including Exposure Levels, Short positions, Client Debtors)
- Ensure Programme Trades are run and perform as expected
- Liaise with other teams to ensure delivery of customer service and consumer outcomes
Knowledge & Experience:
- 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
- Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable.
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Our perks and benefits:
- Starting salary of £24,720
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
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.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we’d love to speak to you.
Platform Investments Administrator employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform Investments Administrator
✨Tip Number 1
Familiarise yourself with the investment platform industry. Understanding the basics of trading, fund management, and securities pricing will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Brush up on your Excel skills, as this role requires competent IT abilities. Consider taking an online course or practicing with spreadsheets to enhance your data handling capabilities.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 4
Prepare for situational interview questions by thinking about how you would handle specific scenarios related to customer service and trade discrepancies. This will help you demonstrate your problem-solving skills effectively.
We think you need these skills to ace Platform Investments Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration, particularly in stockbroking or banking. Emphasise your numerical ability and any specific IT skills, especially with Excel.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed, such as checking trading data and liaising with stakeholders.
Showcase Communication Skills: Since strong communication skills are essential, provide examples in your application of how you've effectively communicated in previous roles, whether in writing or verbally.
Highlight Problem-Solving Abilities: Discuss any past experiences where you successfully investigated discrepancies or resolved issues, as this is a key part of the role. Use specific examples to demonstrate your analytical skills.
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Numbers
As a Platform Investments Administrator, you'll need strong numerical skills. Brush up on your financial concepts and be prepared to discuss how you would handle pricing discrepancies or trade matching.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics like trading queries or liaising with stakeholders.
✨Familiarise Yourself with the Company
Research AJ Bell and its operations. Understand their platform, customer base, and recent developments in the investment sector. This will show your genuine interest in the company during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of examples from your past experience where you've successfully handled trading issues or worked under pressure, as these will be relevant to the role.
