Our People


Commercial Finance Assistant

Tell us about your role.

I am part of the Commercial Finance Team, working on treasury management. It’s a role that involves engaging with external parties to grow and maintain relationships.

Tell us a bit about your background.

I first came to AJ Bell during a placement year in July 2012, working within Client Services on the Benefits Team. I then went back to Uni to complete my degree, and re-joined AJ Bell once I graduated in Sept 2014.

How would you describe the culture at AJ Bell?

The culture within AJ Bell has always been open and progressive, and if you are willing to put the effort in you will see the benefits. My colleagues are friendly and I can definitely say I have made some lifelong friends from AJ Bell. The general atmosphere is welcoming and fast-paced; you can sense that everyone has something to be getting on with, which is perfect! The balance is just right.

What do you think of your colleagues?

I have been in many departments and areas within the business, so I am familiar with a good number of people. My current role has a good balance between working/liaising with external stakeholders and working with teams within AJ Bell on any new projects that may be on the horizon. I find this experience is always a pleasure.

Are you excited about the future at AJ Bell?

I am always excited and ready to push myself further within the business. I started working here as a teenager and I aim to reach the highest potential position I can. The company’s vision for the future is really exciting, and this undoubtedly means there will be a vast amount of experience to be gained.

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