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- Tasks: Manage cash movements and ensure accurate record keeping for client funds.
- Company: Join a leading financial services company with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for career growth.
- Why this job: Be part of a crucial team ensuring client money is protected and efficiently managed.
- Qualifications: 5 GCSEs including Maths and English; strong numerical and communication skills.
- Other info: Dynamic role with a chance to collaborate across teams and enhance your skills.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
We are now looking to recruit a hardworking, articulate individual to join our Cash Operations team.
The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.
This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.
This role also supports other teams across AJ Bell by providing service and answering queries.
What does the job involve?
- Facilitating, instructing and processing the movement of funds between customers own accounts, internal company bank accounts and external Investment Partners and Banks
- Instructing cash movements on the online banking systems & identifying/applying incoming payments
- Ensure all funds relating to Client Money are processed and adequately protected
What you\’ll have:
- 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
- Experience of financial services, or a keen interest in it, 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 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 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.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK\’s \’Best 100 Companies to Work For\’ for six consecutive years and in 2025 named a Great Place to Work.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
What we offer:
- Starting salary £25,400
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus 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
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- 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
- Professional qualification support
- Talent development programmes
- 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
Hybrid working:
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.
Cash Operations Administrator employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Cash Operations Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to cash operations. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring examples of how you've effectively managed cash or solved problems in previous roles. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Cash Operations Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Cash Operations Administrator role. Highlight your relevant experience and skills, especially in cash management and record keeping. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Don’t forget to showcase your numerical ability and communication skills in your application. We’re looking for someone who can handle cash movements and interact effectively with clients and team members.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important details. Let’s get started on this journey together!
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
As a Cash Operations Administrator, you'll be dealing with money all day. Brush up on your numerical skills and be ready to discuss how you've handled cash management in the past. Maybe even prepare a few examples of how you ensured accuracy in record-keeping.
✨Understand the Regulations
Familiarise yourself with FCA regulations regarding client money. Being able to talk about how these regulations impact your work will show that you're serious about compliance and protecting client funds. It’s a great way to demonstrate your industry knowledge!
✨Communication is Key
Since this role involves liaising with various teams and clients, practice articulating your thoughts clearly. Think of scenarios where you’ve successfully resolved queries or collaborated with others. This will highlight your strong communication skills.
✨Prepare for Workflow Questions
Expect questions about how you manage workflows and meet SLAs and KPIs. Be ready to share specific strategies you’ve used to stay organised and efficient in previous roles. This will show that you can deliver results under pressure.