Tax Management, Financial Control and Payroll Administrator

We are now recruiting for a Tax Management, Financial Control and Payroll Administrator to join our growing operations department.

The Tax Management, Financial Control & Payroll team carry out a wide range of tasks, including the reconciliation and submission of Regulatory reporting to a number of Tax Authorities, submission of reclaims for SIPP and ISA products, paying Adviser Remuneration to IFA’s, distribution of income runs to Customers, collection and distribution of direct debit monies under the CASS mandating process.

Key tasks include a selection of:

  • Oversight and creation of tax reclaims to various tax authorities
  • Maintenance and checking validation of tax documentation received from customers
  • Completion of periodic returns to the various Tax Authorities
  • Ensuring collection of money from customers via direct debit are processed in accordance with our obligations under CASS 8
  • Ensuring remuneration to advisors is paid in a timely and accurate manner
  • Adhering with all compliance policies including AML, CASS, Clear Desk and breach reporting

You'll have

  • Positive and resilient attitude
  • Ability to work in pressured environments and to strict regulatory deadlines
  • Good customer service skills
  • Planning, organisation and time management
  • Able to work unsupervised towards deadlines
  • Excellent communication skills, written and verbal
  • Problem solving and analytical skills
  • Meticulous attention to detail
  • Good working knowledge of Microsoft Packages
  • Previous experience in a financial services back office administration role involving calculations or reconciliations would be helpful but not essential
  • Market knowledge of ISA, QI and HMRC processing would be helpful but not essential

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 over 1000 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for three consecutive years.


In return 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
  • Volunteering days
  •  + much, much more!



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