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- Tasks: Join our Transfer Out Department to enhance customer service and improve processes.
- Company: AJ Bell, a fast-growing investment platform with a supportive culture.
- Benefits: Competitive salary, 26 days holiday, hybrid working, and health cash plan.
- Other info: Regular social events and tailored learning opportunities await you!
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: Strong communication skills and experience in data analysis and automation.
The predicted salary is between 40000 - 50000 £ per year.
We are now looking to recruit a hardworking, articulate individual to join our Transfer Out Department where you will play a key role in providing our award-winning service to our customers. For hardworking individuals, there are excellent career development opportunities available. We have big growth plans with multiple opportunities available across a variety of teams and inductions will take place for these roles fortnightly.
Key Accountabilities
- Cleansing data to ensure that the Transfers Out Manager can provide the Head of Payments with detailed and quality MI across the department.
- Review existing reports and data to make improvements on reporting.
- Focus on FCA data requirements and ensuring that aged cases are regularly assessed, moved forward, and escalated where necessary.
- Regularly review processes and procedures to identify risks and controls as well as improvements.
- Collaborate with the Transfers Out Manager and the teams to successfully implement RPA changes to existing processes.
- Organise the work needed for regular audits carried out across the department including walk-throughs and follow-up work.
- Review CASS breaches and complaints and assess systemic cause to identify any areas of improvement or training needs.
Key Responsibilities
- Manage own time effectively to meet business objectives.
- Continuously look for ways to improve the effectiveness and efficiency of the department, delivering improved service for customers and advisers.
- Contribute to and manage projects impacting Transfers Out, assist with business projects and change integration, and embed necessary changes within the teams.
- Participate in operational resilience planning on an ongoing basis.
- Support the review of complaints and breaches, identifying trends and areas of improvement and identifying key risks.
- Build and maintain relationships with specialists and managers from transfer teams at other counterparties to work to improve transfer times.
- Highlight areas of improvement within the customer journey and OPI performance across all teams.
- Maintain a broad market awareness and commercial knowledge of relevant regulatory change and developments.
- Facilitate internal and external audits, supporting walkthroughs and sampling and completing relevant actions.
- Oversee testing plans and implementation.
- Ensure that all departmental processes are fully defined and properly documented as standard.
- Identify, control and manage risks within own business area.
- Use AI to improve processes and efficiencies across the area.
- Use of VBA Macros to automate processes and information gathering.
- Any other duties as requested by the Head of Payments & Transfers Out Management Team.
Knowledge & Skills
- Strong management and leadership skills.
- Effective at building relationships and engaging employees.
- Excellent communication, both written and verbal.
- Good planning, organisation, and time management.
- Skilled in report writing and risk management.
- Knowledgeable in HMRC rules, pension legislation, and AJ Bell products and systems.
- Familiar with customer service procedures, including complaints and compliance.
- Knowledge and experience of macros, automation and data analysis is key.
- Ability to build, use and maintain Macros.
- Understanding to use and integrate AI into daily tasks/role.
- Numerate, literate, and commercially aware.
- Proficient in MS Office, especially Word, Excel, and Outlook.
- Customer-focused with good problem-solving and decision-making abilities.
- Able to lead by example.
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
- Competitive salary.
- 26 days holiday, increasing with service + buy/sell scheme.
- 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 60% of your working time per month spent in the office. 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.
Transfers Out Senior Analyst in Manchester employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfers Out Senior Analyst in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees at AJ Bell on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing a role in the Transfers Out Department.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA data requirements and risk management. Show us you’re not just a candidate, but someone who can contribute to improving our processes and customer journey.
✨Tip Number 3
Practice your communication skills! Since this role involves collaboration with various teams, being articulate and clear in your responses will set you apart. We want to see how you can engage and build relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining our award-winning team at AJ Bell.
We think you need these skills to ace Transfers Out Senior Analyst in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills match the key accountabilities listed in the job description. We want to see how you can bring your unique flair to our Transfer Out Department!
Show Off Your Skills: Don’t hold back on showcasing your experience with data analysis, reporting, and automation. We’re looking for someone who can hit the ground running, so let us know how you’ve used these skills in previous roles.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your points are easy to read and understand. Remember, we’re all about effective communication!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our growing team!
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
As a Transfers Out Senior Analyst, you'll be dealing with data and reports regularly. Brush up on your numerical skills and be prepared to discuss how you've used data analysis in previous roles. Think about specific examples where your insights led to improvements.
✨Understand the Regulatory Landscape
Familiarise yourself with HMRC rules and pension legislation relevant to the role. Being able to discuss these regulations confidently will show that you’re not just a numbers person but also understand the broader context of your work.
✨Showcase Your Problem-Solving Skills
Prepare to share examples of how you've identified trends or patterns in data and implemented changes based on your findings. Highlighting your ability to improve processes will resonate well with the interviewers.
✨Build Rapport with Your Interviewers
Since this role involves collaboration, demonstrate your communication skills during the interview. Engage with your interviewers, ask questions, and show genuine interest in their experiences at the company. This will help you stand out as a team player.