AddressAre you a recent school or college leaver and university isn't for you? We have a great entry level opportunity to start building your career in the financial services!
An exciting opportunity has arose in our customer service department to help support the administration in our Platinum SIPP team.
The purpose of the Pension Scheme Accounts Administrator is to reconcile transactions that have occurred within Platinum SIPP bank accounts over the accounting period and prepare year-end account statements for the underlying clients. It involves liaising with investment providers as well as internal teams to obtain the required information.
The role also incorporates client services payment authorisations. The role is the last point of authorisation for internal and external payments made by the various client services teams.
What does the job involve?
- Preparation of year end account statements
- Ensuring all client services external payments are authorised
- Input and reconcile transactions from bank statements onto database or excel spreadsheet
- Liaising with the Platinum administration teams
- Liaising with external investment providers
Competence, Knowledge & Skills:
- You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Math's and English
- Previous experience of an office environment would be advantageous but not essential
- Positive can do attitude
- Excellent planning, organisation and time management skills
- Strong communication skills, both written and verbal
- Good numeracy
- Meticulous attention to detail
- Strong Microsoft Excel 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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1200 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for five consecutive years.
There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.
There is an active programme of social events throughout the year, which are open to all employees.
In return we will provide all the training and support you need to develop within your role.
In return for your hard work you will be entitled to:
- Starting salary of £22,000
- Generous holiday allowance of 25 days, increasing up to 30 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary bi-annual bonus
- Contributory Pension Scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- Enhanced maternity/paternity scheme from day one
- Bike loan
- Season ticket loan portal
- Discounted PMI and Dental
- On-site gym and personal trainer led classes
- Paid volunteering opportunities
- Free social events and more
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.
