At a Glance
- Tasks: Support day-to-day banking and cash processing while ensuring accuracy in financial operations.
- Company: Join AJ Bell, a fast-growing investment platform with a supportive culture.
- Benefits: Enjoy competitive salary, generous holiday, health plans, and a hybrid working model.
- Other info: Be part of a friendly team with regular social events and career growth opportunities.
- Why this job: Make a real impact in finance while developing your skills in a dynamic environment.
- Qualifications: GCSEs in Maths and English, plus experience in banking or finance roles.
Job Description
We’re looking for a Banking Clerk to join our Finance team in Manchester, supporting day‑to‑day banking, cash processing, and regulatory reporting.
At AJ Bell, accurate control of cash and banking activity is critical to how we operate. This role is suited to someone with hands‑on experience in cashbooks or banking operations who enjoys detailed, structured work and takes pride in accuracy and control.
What you’ll be doing
- Monitoring corporate bank accounts and reviewing daily transactions
- Matching and recording bank transactions in the finance system
- Reconciling cashbooks to bank statements on a weekly and monthly basis
- Preparing cash flow forecasts and cash balance analysis
- Accurate processing and reconciliation of employee expenses, and corporate and director level credit cards
- Arranging payments in line with agreed processes such as sundry, credit cards, staff expenses, transfer offers and compensations to clients.
- Investigating and resolving reconciliation breaks
- Completing daily treasury and regulatory reporting
- Responding to finance inbox queries and supporting audit requests
- Actively contribute to month‑end routines across cash and reconciliations
What we’re looking for
- Strong attention to detail with good reconciliation skills
- Experience working with an ERP system (NetSuite or similar preferred)
- Experience using an Employee Expense system (Emburse professional or equivalent preferred)
- A high level of accuracy, organisation and attention to detail
- A methodical, organised approach to work
- Comfortable working to deadlines in a control‑driven environment
Requirements
- 6 GCSE’s minimum grade C including Maths and English (or equivalent)
- Experience in a banking, cashbook, or transactional finance role
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 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
- Salary £28,000 - £30,000 per annum, depending on experience
- 25 days 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
We offer hybrid working, with 3 days in office, 2 days at home per week.
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.
Banking Clerk employer: AJ Bell
AJ Bell is an exceptional employer located in Manchester, offering a supportive and collaborative work culture that prioritises employee well-being and growth. With competitive salaries, generous holiday allowances, and tailored learning opportunities, employees are encouraged to thrive both personally and professionally. The company’s commitment to inclusivity and its recognition as one of the UK’s Best 100 Companies to Work For make it an attractive place for those seeking meaningful and rewarding employment in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Banking Clerk
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AJ Bell. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Banking Clerk
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AJ Bell.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AJ Bell's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AJ Bell
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AJ Bell.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AJ Bell will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AJ Bell employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
