At a Glance
- Tasks: Provide top-notch customer service while managing trades and ensuring accurate pricing of securities.
- Company: Join AJ Bell, a fast-growing investment platform with a friendly and collaborative culture.
- Benefits: Enjoy a competitive salary, generous holiday entitlement, and a range of health and wellness perks.
- Other info: Hybrid working model with opportunities for personal development and a vibrant social calendar.
- Why this job: Make a real impact in the financial services industry while developing your skills in a supportive environment.
- Qualifications: Customer service skills and attention to detail are key; previous financial services experience is a plus.
The predicted salary is between 20400 - 29600 £ per year.
We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is to provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas.
Responsibilities
- Assisting in the set up of various asset types, across the Platform.
- Maintaining Static Data and ensuring all assets are priced accurately.
- Actioning ad-hoc Fund Conversions at the request of clients.
- Ensure Programme Trades are run and perform as expected.
- Liaise with other teams to ensure delivery of customer service and consumer outcomes.
- Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures.
Requirements
- Excellent customer service skills.
- Highly accurate work with excellent attention to detail.
- Ability to work to deadlines.
- IT literate; confident with Word and Excel.
- Excellent verbal and written communication.
- Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable.
About AJ Bell
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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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.
Rewards and Benefits
- Starting salary of £25,400 (depending on financial services experience)
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and 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.
Platform Investments Administrator in Manchester employer: Aj Bell
AJ Bell is an exceptional employer, renowned for its commitment to employee well-being and professional growth. With a vibrant work culture in Manchester, employees enjoy a range of benefits including generous holiday entitlement, hybrid working options, and extensive personal development programmes, all within a supportive team environment that values collaboration and respect.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Investments Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at AJ Bell. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research AJ Bell's values and recent news. Show them you're not just another candidate but someone who genuinely cares about their mission.
✨Tip Number 3
Practice makes perfect! Get a mate to do a mock interview with you. Focus on your customer service skills and how you handle trading queries, as these are key for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at AJ Bell.
We think you need these skills to ace Platform Investments Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Platform Investments Administrator role. Highlight your customer service skills and any relevant experience in financial services. We want to see how you can bring value 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 skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Aj Bell
✨Know Your Numbers
As a Platform Investments Administrator, you'll be dealing with pricing and trades. Brush up on your financial terminology and be ready to discuss how you ensure accuracy in pricing. Mention any relevant experience you have in financial services, especially if it involves stockbroking or banking.
✨Customer Service is Key
AJ Bell values excellent customer service, so prepare examples of how you've provided top-notch support in previous roles. Think about specific situations where you resolved customer queries or improved their experience, and be ready to share these stories during the interview.
✨Attention to Detail Matters
This role requires high accuracy and attention to detail. Be prepared to discuss how you maintain precision in your work. You might want to mention any tools or methods you use to double-check your work, especially when handling static data or executing trades.
✨Show Your IT Skills
Since the job requires IT literacy, particularly with Word and Excel, be ready to talk about your proficiency with these tools. If you have experience with data analysis or creating reports, highlight that. You could even bring along examples of your work if appropriate!
