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- Tasks: Oversee trustee operations, ensuring compliance and risk management in a dynamic financial environment.
- Company: Join AJ Bell, a leading investment platform with a collaborative culture.
- Benefits: Enjoy 27-31 days holiday, pension schemes, bonuses, and personal development opportunities.
- Why this job: Make a real impact in financial services while developing your leadership skills.
- Qualifications: Experience in team leadership within finance and strong communication skills required.
- Other info: Hybrid working model with a focus on collaboration and continuous improvement.
The predicted salary is between 55000 - 65000 £ per year.
We are looking for a Trustee Oversight Manager at AJ Bell to ensure the effective operation of our Trustee Oversight function, reporting to the Senior Oversight Manager. In the role, you will ensure that robust systems, controls and governance are in place to manage associated risks, meet regulatory requirements and support AJ Bell's long-term strategic objectives.
What you will be doing:
- Provide first line oversight of operational activities performed on behalf of the SIPP Trustee, ensuring appropriate controls and governance are in place to manage risk and ensure regulatory compliance.
- Collaborate with internal stakeholders to assess and monitor key processes related to SIPP administration (e.g., benefits processing, contributions, transfers).
- Ensure SIPP Trustee risks are identified, assessed, and accurately recorded.
- Conduct root cause analysis of exceptions and trends to inform risk management and drive continuous improvement.
- Track and monitor open actions, ensuring timely updates and appropriate closure.
- Monitor market developments and regulatory change, providing analysis and recommendations as appropriate.
- Contribute to change initiatives and process improvements, supporting the continuous enhancement of oversight activities in line with regulatory expectations, internal risk appetite, and business needs.
- Lead and develop the team, fostering a culture of accountability, collaboration, and continuous improvement.
- Effectively manage resources to ensure the timely, accurate, and cost-effective completion of all oversight activities.
What you will bring:
- Proven experience of leading and developing teams, within a financial services environment.
- A proactive, confident communicator at all levels.
- CISI Investment Operations Certificate (IOC).
- Excellent organisational skills and attention to detail.
- Timely and appropriate escalation.
- Problem solving and decision making.
- Planning, organisation, and time management.
About us: AJ Bell is one of the UK's fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing. With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do.
Our perks and benefits:
- Starting holiday entitlement of 27 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 8%.
- 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.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- Discounted nursery fees at Kids Planet on Exchange Quay.
- Loans for travel season tickets.
- 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.
- 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.
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 will spend a minimum of 50% of your working time per month in the 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 would love to speak to you.
Trustee Oversight Manager in Salford employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trustee Oversight Manager in Salford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Trustee Oversight Manager role. 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 researching AJ Bell thoroughly. Understand their values, recent developments, and how they align with your skills in oversight and risk management. This will help you tailor your responses and show that you're genuinely interested in the company.
✨Tip Number 3
Practice your communication skills! As a Trustee Oversight Manager, you'll need to convey complex information clearly. Try mock interviews with friends or use online platforms to refine your ability to articulate your thoughts confidently.
✨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 you're serious about joining AJ Bell and ready to contribute to our collaborative culture.
We think you need these skills to ace Trustee Oversight Manager in Salford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services and team leadership. We want to see how your skills align with the Trustee Oversight Manager role, so don’t hold back!
Showcase Your Communication Skills: As a proactive communicator, it’s important to demonstrate this in your application. Use clear and concise language, and maybe even share examples of how you've effectively communicated with stakeholders in the past.
Highlight Problem-Solving Experience: We’re looking for someone who can tackle challenges head-on. Include specific instances where you’ve identified risks or implemented improvements in oversight activities. This will show us you’re the right fit for the role!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
Make sure you understand the key responsibilities of a Trustee Oversight Manager. Brush up on SIPP administration processes, risk management, and regulatory compliance. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've successfully developed and managed teams in the past. Highlight your communication style and how you foster collaboration and accountability within your team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing risks or conducting root cause analysis. Think of real-life examples where you've tackled similar challenges and be ready to explain your thought process.
✨Stay Updated on Market Trends
AJ Bell values proactive individuals who keep an eye on market developments and regulatory changes. Research recent trends in the financial services sector and be ready to discuss how they might impact the role and the company.