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 Safe Custody Asset reconciliations; and SIPP Trustee bank account reconciliations. 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 and funding exposures, ensuring aged items, high-value breaks, potential breaches and emerging risks are appropriately investigated, escalated and resolved. Ensure agreed KPIs, SLAs and control standards are achieved across all reconciliation and funding activities. 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. 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 coaching to Administrators and Senior Administrators, ensuring appropriate knowledge sharing and development across the team. Manage attendance, annual leave, workload allocation and resource planning to ensure service objectives are achieved. Maintain appropriate succession planning, cross-training and contingency arrangements to support operational resilience. Reconciliation System Ownership
Reconciliations Team Leader 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 a generous holiday allowance, a strong pension scheme, and tailored learning opportunities, all within a dynamic environment that encourages personal and professional growth. Our hybrid working model fosters strong connections among team members, ensuring you feel valued and engaged while contributing to our mission of making investing simpler and more accessible for everyone.
Contact Details:
AJ Bell Management Limited Recruitment Team
