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- Tasks: Join our Oversight team to ensure effective operations and compliance for SIPP Trustee activities.
- Company: AJ Bell is a fast-growing investment platform, trusted by over 620,000 customers in the UK.
- Benefits: Enjoy a starting salary of £29,870, 25+ days holiday, hybrid working, and numerous perks.
- Why this job: Be part of a supportive culture focused on teamwork and personal development in a FTSE 250 company.
- Qualifications: Proactive communicator with excellent organisational skills; CISI IOC or CII CF1/FA2 preferred.
- Other info: Hybrid working model with a minimum of 50% office time; great opportunities for career growth.
The predicted salary is between 25000 - 42000 £ per year.
We\’re looking for a Trustee Oversight Analyst to join our crucial Oversight team at AJ Bell. Reporting to the Senior Oversight Manager, you\’ll be responsible for ensuring the effective operation of our Oversight function and ensure that robust systems, controls and governance are in place to manage associated risks. You will also ensure that we meet regulatory obligations and will support AJ Bell\’s long-term strategic objectives.
What you\’ll be doing:
- Provide first line oversight of operational activities performed on behalf of the SIPP Trustee.
- Ensure 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.
- Maintain effective management information (MI) and ensure it remains relevant and fit for purpose in response to risk, audit findings, and regulatory change.
- 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.
- Ensure all duties are carried out in full compliance with regulatory requirements, including Consumer Duty.
What we\’re looking for:
- A proactive, confident communicator at all levels.
- CISI Investment Operations Certificate (IOC) or CII CF1 and FA2 are desirable
- Excellent organisational skills and attention to detail.
- Timely and appropriate escalation abilities.
- Excellent problem solving and decision-making skills.
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 GBP96.1 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 of GBP29,870
- 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 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\’d love to speak to you.
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Trustee Oversight Analyst employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trustee Oversight Analyst
✨Tip Number 1
Familiarise yourself with the regulatory landscape surrounding SIPP administration. Understanding the key regulations and compliance requirements will not only help you in interviews but also demonstrate your proactive approach to the role.
✨Tip Number 2
Network with professionals in the investment and oversight sectors. Attend industry events or join relevant online forums to connect with others who can provide insights into the role and potentially refer you to opportunities at AJ Bell.
✨Tip Number 3
Brush up on your analytical skills, particularly in root cause analysis and risk management. Being able to discuss specific examples of how you've identified and mitigated risks in previous roles will set you apart during discussions.
✨Tip Number 4
Prepare to showcase your communication skills. As a Trustee Oversight Analyst, you'll need to collaborate with various stakeholders, so be ready to discuss how you've effectively communicated complex information in past experiences.
We think you need these skills to ace Trustee Oversight Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Trustee Oversight Analyst. Focus on your organisational skills, attention to detail, and any experience in risk management or regulatory compliance.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of AJ Bell that resonate with you, such as their commitment to teamwork and employee development. Use examples from your past experiences to demonstrate how you meet the job requirements.
Highlight Relevant Qualifications: If you have the CISI Investment Operations Certificate (IOC) or CII CF1 and FA2, be sure to mention these qualifications prominently in your application. If you are currently pursuing these certifications, include that information as well.
Showcase Communication Skills: As a proactive communicator, provide examples in your application that demonstrate your ability to communicate effectively at all levels. This could include instances where you collaborated with stakeholders or resolved issues through clear communication.
How to prepare for a job interview at Aj Bell
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Trustee Oversight Analyst. Familiarise yourself with SIPP administration processes and regulatory compliance requirements, as these will likely be key discussion points during your interview.
✨Showcase Your Communication Skills
As a proactive communicator, be prepared to demonstrate how you've effectively collaborated with stakeholders in the past. Share specific examples that highlight your ability to convey complex information clearly and build strong working relationships.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving and decision-making skills. Think of scenarios where you've successfully identified risks or implemented improvements, and be ready to discuss your thought process and the outcomes.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, prepare to discuss how you ensure attention to detail in your work. You might want to share examples of how you've maintained effective management information or conducted root cause analysis in previous positions.