Cash Operations Administrator
AJ Bell is a leading investment platform business in the UK, serving over 723,000 customers and managing substantial assets. They are seeking a Cash Operations Administrator to join their Cash Operations team, focusing on effective cash management and accurate record keeping to ensure client money is protected according to FCA regulations.
Responsibilities
- Facilitating, instructing and processing the movement of funds between customers own accounts, internal company bank accounts and external Investment Partners and Banks
- Instructing cash movements on the online banking systems & identifying/applying incoming payments
- Ensure all funds relating to Client Money are processed and adequately protected
Skills
- You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English
- Excellent numerical ability
- Strong communication skills, both written and verbal
- Competent IT skills including experience working with Excel
- Ability to work to deadlines and under pressure, at times unsupervised
- Experience of financial services, or a keen interest in it, is desirable
Benefits
- 25 days holiday, increasing with service + buy/sell scheme + bank holidays
- 6% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
- Hybrid working model, where you'll spend 3-4 days per week in the office
- For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues
Company Overview