Cash Operations Administrator

We are now looking to recruit a hardworking, articulate individual to join our Operational Banking team.

The Operational Banking and Cash Teams provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our Investcentre, Youinvest, Custody Solutions and Traditional Clients.

This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.

This role also supports other teams across AJ Bell by providing service and answering queries.

The key responsibilities of the role are as follows:

  • Facilitating, instructing and processing the movement of funds between customers own accounts, internal company bank accounts and external Investment Partners and Banks
  • Processing and banking cheques received in relation to client cash settlement
  • Instructing cash movements on the online banking systems & identifying/applying incoming payments
  • Running deposit interest calculations and applying to client accounts
  • Ensure all funds relating to Client Money are processed and adequately protected

Knowledge & experience:

  • You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English
  • Ability and commitment to deliver excellent customer service skills
  • Strong communication skills, both written and verbal.
  • Competent IT skills, including Word, Excel and Outlook.
  • Ability to work to deadlines and under pressure, at times unsupervised
  • Experience of financial services, or a keen interest in it, is desirable


About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 432,000 customers using our award-winning platform propositions to manage assets totalling more than £68.7 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 we will provide all the training and support you need in order to develop within your role. 

There are opportunities for growth and professional development for members wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

At AJ Bell you can expect a friendly working environment with a strong sense of team work, we have a great sense of pride in what we do and this is reflected in our guiding principles.

In return for your hard work you will be entitled to:

  • From £19,000 dependent on experience
  • 24 days holiday plus bank holidays
  • Discretionary bonus scheme
  • Contributory pension scheme
  • Paid study support for qualifications
  • Enhanced maternity/paternity scheme
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • Free gym 
  • Holiday buy/sell scheme
  • Free social events
  • Plus much more
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