At a Glance
- Tasks: Be the voice of AJ Bell, sharing insights on investment markets and trends across media platforms.
- Company: Join a fast-growing investment platform known for its supportive culture and innovative solutions.
- Benefits: Enjoy 26 days holiday, a generous pension scheme, and health benefits, plus a casual dress code.
- Other info: Flexible working options available, fostering a dynamic and inclusive environment.
- Why this job: Shape how millions understand investing while making complex topics accessible and engaging.
- Qualifications: Experience in investment markets or financial journalism with strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
We’re looking for a Senior Investment Analyst to help build AJ Bell’s profile as a leading voice on investment markets, economics and retail investing.
This is a high profile role for someone who combines strong investment and economic knowledge with the ability to communicate complex topics clearly and engagingly.
You’ll act as an AJ Bell brand ambassador and media spokesperson, providing authoritative insight on markets, investment trends and the economy across national, consumer and trade media.
Alongside responding to the daily news agenda, you’ll develop original analysis and thought leadership, create engaging content for our customers and help identify the investment stories and themes that matter to retail investors.
- What you’ll be doing
- Media and PR
- Act as a regular spokesperson on investment markets, macroeconomics and investing across TV, radio, national, consumer and trade media.
- Provide timely, authoritative analysis of market movements, investment trends, economic data and geopolitical developments.
- Identify compelling investment stories and angles that strengthen AJ Bell’s presence in the national and financial media.
- Produce clear and engaging commentary in response to market events, economic announcements, regulatory developments and legislative changes.
- Respond quickly to media requests for expert investment and economic insight.
- Develop original, data-led analysis and thought leadership on issues affecting investors, producing reports, press releases and supporting content.
- Develop and contribute to longer-term PR campaigns around key investment and economic themes.
- Work closely with our Investments, PR, Marketing and Content teams to identify opportunities to grow AJ Bell’s profile and reach new audiences.
- Content and customer engagement
- Produce high-quality investment and market content for the AJ Bell website.
- Create and present video content explaining investment concepts, market events and economic developments.
- Contribute regularly to AJ Bell podcasts, webinars and other digital content.
- Help create engaging educational content that makes investing and financial markets more accessible to retail investors.
- Provide expert insight for social media and other customer communications where appropriate.
- What we’re looking for
You’ll be someone who is genuinely interested in markets, investing and the wider economic environment, but just as importantly, you’ll know how to turn that knowledge into engaging commentary that resonates with customers and the media.
You’ll be comfortable working at pace, responding to breaking market developments and proactively identifying the stories and investment themes that will generate interest.
You’ll also have
- Proven experience within investment markets, investment research, asset or wealth management, financial journalism, economics or a closely related field.
- Strong knowledge of investment markets, asset classes and macroeconomics.
- A clear understanding of how economic data, monetary policy and geopolitical developments influence financial markets and retail investors.
- Excellent written and verbal communication skills, with the ability to explain complex financial topics clearly to a broad audience.
- Experience producing investment analysis, market commentary or financial content for external audiences.
- A good understanding of retail investing and the issues that matter to individual investors.
- Strong interpersonal skills and the confidence to build relationships across the business and externally.
- The ability to work effectively under demanding deadlines in a fast-moving news environment.
- Excellent attention to detail and strong organisational skills.
- A proactive, curious approach, with the drive to uncover new ideas, stories and angles.
- The confidence to represent AJ Bell publicly, including through media interviews, podcasts, webinars and events.
Experience of the investment platform market and an understanding of AJ Bell’s position within it would be advantageous.
- It would be great if you also have
- A professional investment qualification such as CFA, CISI, IMC or equivalent.
- A degree in economics, finance, investment or a related discipline.
- Previous experience as a media spokesperson, particularly across TV or radio.
- Experience presenting webinars, podcasts, panels or public events.
- Working pattern
We’re open to applications on either a full-time or part-time basis and welcome interest from experienced investment professionals, economists and financial journalists looking for a more flexible working arrangement.
This is an opportunity to use your investment expertise in a highly visible role, helping shape how AJ Bell talks about markets, economics and investing while making complex financial topics more accessible to millions of UK investors.
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, over723,000customerstrust us to manage more than£108.7billionof assets.
By continually striving to make investing simpler and more accessible, we’rehelping more people take control of their financial futures.
We’reproud to be recognised as one of the UK’s Best 100 Companies to Work Forforsix consecutive years, and a Great Place to Work® in 2025 and 2026a reflection of our supportive and collaborative culture.
What we offer
- 26days holiday, increasing with service + buy/sell scheme + bank holidays
- 7% 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’san initialperiod of full-time office working to help you settle in and build relationships.
Inclusion & diversity
We’recommitted 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, experienceand potential.
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Senior Investment Spokesperson employer: AJ Bell Management Limited
At AJ Bell, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture in the heart of Manchester. As a Transactional Accounts Assistant, you'll benefit from a comprehensive package that includes generous holiday allowances, a strong pension scheme, and opportunities for professional growth within a dynamic finance team. Our commitment to employee well-being is reflected in our hybrid working model and various health initiatives, making AJ Bell a rewarding place to advance your career in finance.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Spokesperson
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like AJ Bell Management Limited, who often scout for talent at such events.
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Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like AJ Bell Management Limited.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including AJ Bell Management Limited, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Spokesperson
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like AJ Bell Management Limited want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to AJ Bell Management Limited.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at AJ Bell Management Limited will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to AJ Bell Management Limited. Numbers speak louder than words!
How to prepare for a job interview at AJ Bell Management Limited
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
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Since this is a full-time role, companies like AJ Bell Management Limited want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAJ Bell Management Limited.