Revenue Assurance Team Leader - AJ Bell

We're now recruiting for an exciting new role as Revenue Assurance Team Leader to join the Revenue Assurance department at AJ Bell. Reporting directly into the Revenue Assurance Manager, you will lead a small team which has an integral role in supporting the Group's financial control function within the business.

You will take ownership of the day-to-day running of the team, ensuring work is prioritised effectively, outputs meet the highest standards, and controls remain robust and efficient.

You will lead workload distribution, maintain accurate and up-to-date documentation, and act as the first point of contact for team support, coaching, and quality assurance. The role will also involve representing the department in cross-functional discussions and contributing to project delivery through testing and stakeholder communication.

Alongside leading operational delivery, you will be responsible for managing performance, supporting personal and professional development, and embedding a culture of continuous improvement within the team.

What does the job involve?

The key responsibilities of the role include, but are not limited to:

• Manage the distribution of the team's workload.
• Work with the Manager and wider team to explore ways of improving efficiency through automation or process changes.
• Lead team meetings and 1-2-1s, conduct performance reviews, and act as the first point of contact for any day-to-day support or people-related matters.
• Support the personal and professional development of the team.
• Provide regular updates to the Revenue Assurance Manager.
• Maintain and improve key team documentation, including task procedures.
• Promote and uphold high standards of quality across the team's work, offering guidance and oversight as needed.
• Support and review testing activity prior to Manager sign-off.
• Liaise with stakeholders across different departments and levels of seniority.
• Identify and support process improvements, with input from the Manager and wider team.
• Assist the team during periods of high volume or complexity.
• Support and enable the business to achieve its regulatory requirements, including consumer duty.

We are seeking an experienced Team Leader with a strong analytical mindset and a proven track record of successfully leading and developing a high-performing team. The ideal candidate will have demonstrable experience in managing day-to-day operations, motivating and coaching staff, and fostering a culture of continuous improvement.

They will be confident in prioritising workloads, making informed decisions, and driving both team performance and individual development, ensuring that the team consistently delivers accurate, high-quality results.

Competence, knowledge and skills

Competence / Criteria

• Proven experience of leading or supporting a small team, including mentoring, coaching, and overseeing day-to-day activity.
• Strong organisational skills, with the ability to manage multiple priorities and respond to shifting deadlines.
• Demonstrates initiative, a proactive mindset, and the confidence to take ownership of team-level issues.
• Excellent attention to detail and the ability to perform and check complex tasks to a high standard.
• Strong understanding of operational processes and controls.
• Comfortable acting as a point of contact for guidance and representing the team in meetings.
• Able to contribute ideas and support the implementation of process improvements.

Knowledge & Skills

• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• High proficiency with Excel (including advanced formulas), Word, and PowerPoint.
• Power BI and Python experience advantageous, or a willingness to develop.
• Familiarity with AJ Bell products and systems is highly desirable.
• Understanding of financial control and regulatory principles (e.g. CASS, Consumer Duty) is beneficial.
• Ability to create and maintain team documentation, including procedures and training materials.
• Comfortable with stakeholder interaction across departments and levels of seniority.

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 holiday entitlement of 26, 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 7%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Simply Health
• Discounted private healthcare scheme and dental plan
• Free onsite gym
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• 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
• 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 a minimum of 50% of your working time per month in the Manchester office. For new team members, an initial period will be 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.