Technical Co-ordinator

We are excited to announce a vacancy in our Technical Investments Team and are looking to recruit a hardworking individual with an interest in investments and an appetite for learning.

The Technical Co-Ordinator provides a high standard of administration and technical support, primarily to the Investments, Transfers and BDM Departments, but also to the wider business and customers directly.

Also, working closely with our AJ Bell Investment team the role is key to supporting the smooth running of our MPS and Third Party MPS propositions.

Queries and tasks may be more complex or demanding in nature and training and support will be provided. The individual will be able to deal with cases and workloads that require a great attention to detail and an appetite for taking on an increased level of Investments knowledge and understanding

The role is pivotal in dealing with and answering Investment queries in a timely and professional manner, including the approval of new investments. 

What does the job involve?

  • Providing detailed and well researched answers and solutions to technical queries from other departments and external parties.
  • Reviewing investments to determine if they can be held within SIPPs, ISAs and dealing accounts.
  • Assessing suitability of all proposed investments to ensure that we only permit investments in our accounts that meet internal business decisions and HMRC regulations.
  • Monitoring and maintaining an up-to-date list of distressed investments and answering customer queries with timely, suitable responses.
  • Providing information to Senior management in respect of distressed investments, FSCS claims and non-standard assets.
  • Dealing with daily valuation feeds from our on-panel investment partners, ensuring they are received in the correct format and uploaded in a timely manner.
  • Managing valuation feed errors quickly and effectively.
  • Requesting and processing non-standard asset data, essential to enable the business to meet its Capital Adequacy reporting requirements to the FCA.
  • Responsible for the ongoing maintenance and administration of the Managed Portfolio Service and Third Party Managed Portfolio Service. Tasks include though are not limited to; linking and unlinking advisers to MPS models, creation of new TPMS records and production of quarterly reporting packs.

A successful candidate will:

  • Have high levels of organisation and attention to detail
  • Be self-motivated with the ability to effectively prioritise, manage own time and work to deadlines
  • Be able to influence, build and maintain positive relationships
  • Have the ability to challenge others in an appropriate way
  • Have the ability to make the complex simple for others

Competence, Knowledge and Skills:

  • Strong written and verbal communication skills
  • Excellent customer service skills
  • You will preferably have SIPP and/or investment administration experience
  • Strong numeracy and literacy skills
  • A keen eye for detail is essential, as is drive, energy and a positive attitude.
  • Knowledge of HMRC and FCA rules relating to pensions and investments
  • A relevant professional qualification is desirable though full support will be given to the right candidate with a willingness to study

About Us:

AJ Bell is one of the largest providers of online investment platforms and stockbroker services in the UK, with assets under administration exceeding £68.7 billion and more than 432,00 clients. Our award-winning products include AJ Bell Youinvest and AJ Bell Investcentre. We have our head office in Manchester, as well as a Media office in London.

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. 

We will provide all the training and support you need in order to develop within your role.  There are also 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.

In return you'll receive a great package from AJ Bell:

  • Competitive Salary
  • 24 days holiday increasing up to 30 days with service, plus bank holidays
  • Discretionary annual bonus
  • Contributory pension scheme
  • Paid study support for qualifications
  • Enhanced maternity/paternity scheme
  • Bike loan
  • Season ticket loan 
  • Discounted PMI and Dental insurance
  • Free gym and social events
  • Holiday buy/sell scheme
  • Plus much more!
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