We are now recruiting a Platform Investments Administrator to join our Operations department. The purpose of the role is 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.
Key Responsibilities :
Set up of new funds and stocks in system for trading
Checking and maintenance of third party data stored in stockbroking system
Maintenance of stock and fund routing
Instruction and processing of fund share class conversions
Completion of AML and DDQ documents for fund providers
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
You'll have :
You will have a minimum of 5 GCSE's grades A C (or equivalent) including Maths and English
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
AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 368,000 customers using our award-winning platform propositions to manage assets totalling more than £70.
4 billion. 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 an office in central London, we now have 900 employees and have been named one of the Sunday Times 100 Best Companies to Work For’ for three consecutive years.
In return for all hard work you can expect :
A full training programme and study support
Excellent career opportunities
24 days holiday increasing to 30 days with length of service, plus bank holidays
Discretionary 6-monthly bonus
Contributory pension scheme
Holiday buy / sell scheme
Season ticket loan
Free social events including monthly pay-day Friday drinks
Free gym and classes
much, much more!