Key Responsibilities Asset Allocation and Investment Strategy Define and maintain the strategic asset allocation model, ensuring it remains robust, scalable and aligned with the risk-return objectives of each mandate Lead the tactical asset allocation process across equities, fixed income, alternatives, real assets and cash Oversee the selection, monitoring and review of underlying managers and investment vehicles within the multi-asset structure Ensure that the asset allocation process is clearly documented, repeatable and capable of being communicated confidently to clients and regulators Anticipate structural shifts in global markets and incorporate those insights into the firm's evolving investment framework Development and Governance of the Investment Process Design and continuously refine the end-to-end investment process, from research and idea generation through to portfolio construction, risk management and ongoing monitoring Lead Investment Committee discussions, fostering constructive challenge and ensuring clear accountability for decisions Implement effective escalation and decision-making frameworks to manage investment risk at every stage Work closely with the Investment Risk team to embed quantitative and qualitative controls, including stress testing and scenario analysis Ensure ongoing compliance with FCA regulations and industry standards Leadership and Development of the Investment Team Provide strategic direction and leadership to senior investment professionals Recruit, retain and develop investment talent to support long-term growth Set clear performance expectations aligned to fund outcomes and business objectives Embed succession planning and knowledge-sharing to ensure depth and resilience within the team External Profile and Market Engagement Act as a spokesperson for the firm's investment views at client events, industry conferences and media engagements Contribute to thought leadership through market commentary and research publications Engage with existing and prospective clients to articulate strategy, performance and outlook with clarity and confidence Support the continued growth and positioning of the multi-asset franchise in a competitive market What You'll Bring A minimum of 15 years' experience in asset management, including significant senior responsibility within a multi-asset context Deep expertise across equity, fixed income, alternatives and real assets A demonstrable track record of contributing to or driving investment performance across market cycles Experience operating within a regulated UK investment environment A relevant professional qualification such as CFA or equivalent About Us AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. 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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer Competitive salary plus benefits, commensurate with experience Starting holiday entitlement of 27, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Simply Health Discounted private healthcare scheme and dental plan Free gym Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 2-3 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. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Feb 28, 2026
Full time
Key Responsibilities Asset Allocation and Investment Strategy Define and maintain the strategic asset allocation model, ensuring it remains robust, scalable and aligned with the risk-return objectives of each mandate Lead the tactical asset allocation process across equities, fixed income, alternatives, real assets and cash Oversee the selection, monitoring and review of underlying managers and investment vehicles within the multi-asset structure Ensure that the asset allocation process is clearly documented, repeatable and capable of being communicated confidently to clients and regulators Anticipate structural shifts in global markets and incorporate those insights into the firm's evolving investment framework Development and Governance of the Investment Process Design and continuously refine the end-to-end investment process, from research and idea generation through to portfolio construction, risk management and ongoing monitoring Lead Investment Committee discussions, fostering constructive challenge and ensuring clear accountability for decisions Implement effective escalation and decision-making frameworks to manage investment risk at every stage Work closely with the Investment Risk team to embed quantitative and qualitative controls, including stress testing and scenario analysis Ensure ongoing compliance with FCA regulations and industry standards Leadership and Development of the Investment Team Provide strategic direction and leadership to senior investment professionals Recruit, retain and develop investment talent to support long-term growth Set clear performance expectations aligned to fund outcomes and business objectives Embed succession planning and knowledge-sharing to ensure depth and resilience within the team External Profile and Market Engagement Act as a spokesperson for the firm's investment views at client events, industry conferences and media engagements Contribute to thought leadership through market commentary and research publications Engage with existing and prospective clients to articulate strategy, performance and outlook with clarity and confidence Support the continued growth and positioning of the multi-asset franchise in a competitive market What You'll Bring A minimum of 15 years' experience in asset management, including significant senior responsibility within a multi-asset context Deep expertise across equity, fixed income, alternatives and real assets A demonstrable track record of contributing to or driving investment performance across market cycles Experience operating within a regulated UK investment environment A relevant professional qualification such as CFA or equivalent About Us AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. 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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer Competitive salary plus benefits, commensurate with experience Starting holiday entitlement of 27, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Simply Health Discounted private healthcare scheme and dental plan Free gym Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 2-3 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. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
A leading investment platform company based in Manchester is seeking a Team Leader for the Cash Operations Department. The role involves managing workflows, training staff, and ensuring compliance with regulations. The ideal candidate should have team leading experience and knowledge of client money rules. A competitive salary along with various benefits, including hybrid working options, is offered.
Feb 27, 2026
Full time
A leading investment platform company based in Manchester is seeking a Team Leader for the Cash Operations Department. The role involves managing workflows, training staff, and ensuring compliance with regulations. The ideal candidate should have team leading experience and knowledge of client money rules. A competitive salary along with various benefits, including hybrid working options, is offered.
We are looking to recruit a Team Leader for the Cash Operations Department The Cash Operation Teams provide effective cash management for funds moving into and out of the Platform. As a Team Leader you will manage and optimise workflows through the Cash Operation Teams as well as train, develop and coach team members to deliver the highest standard of operational service.This role will also be the initial referral point for all technical queries from within the team and other teams. What does the job involve? Ensuring that all team tasks are carried in an efficient and controlled manner with timely and accurate record keeping Ensuring all internal and external SLAs are met Development and production of effective KPI Data and MI to maximise productivity in the achievement of SLAs Ensure team procedures are up to date and in line with company standards Maintaining our high standards of customer service through carrying out regular QA checks and providing feedback Coaching and developing staff, including regular 121's and performance reviews, ensuring that training needs are identified and addressed Continually review of existing risks and identify new risks as appropriate. Develop and maintain effective key controls to minimise risk to the business. Co-operate with all other teams to ensure efficient operating processes and a positive client experience Dealing with customer queries promptly and appropriately and prevent formal complaints where possible Always ensuring compliance with FCA Regulations, with breaches/suspected breaches reported to Line Manager immediately Support project implementations, fixes and upgrades through comprehensive testing of software and assisting with the definition of processes and procedures Perform ad hoc tasks as per the business needs as defined by the Cash Operations Manager and Head of Custody. All the above responsibilities must be carried out in line with our group procedures and within the spirit of our Guiding Principles. Ensuring all duties are carried out in full compliance with regulatory requirements, including consumer duty. Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience. Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment. You'll have: Competence Team Leading experience or significant experience of working in a senior financial services role. Demonstrable knowledge of the client money rules in relation to investment business (CASS) Knowledge of banking payment methods (such as BACS, Faster Payments, Debit Card, Cheques) CISI Investment Operations Certificate (IOC) Knowledge and skills Good product and system knowledge with previous experience in a cash/banking role Excellent verbal and written communication A proactive team player with a positive approach and the ability to enthuse and motivate others Ability to work in a deadline driven structured environment, unsupervised at times Ability to organise and prioritise both self and others Assertiveness and a keen eye for detail About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. 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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting salary of £31,00(depending on financial services experience) Starting holiday entitlement of 26days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Freeon-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a 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. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Feb 27, 2026
Full time
We are looking to recruit a Team Leader for the Cash Operations Department The Cash Operation Teams provide effective cash management for funds moving into and out of the Platform. As a Team Leader you will manage and optimise workflows through the Cash Operation Teams as well as train, develop and coach team members to deliver the highest standard of operational service.This role will also be the initial referral point for all technical queries from within the team and other teams. What does the job involve? Ensuring that all team tasks are carried in an efficient and controlled manner with timely and accurate record keeping Ensuring all internal and external SLAs are met Development and production of effective KPI Data and MI to maximise productivity in the achievement of SLAs Ensure team procedures are up to date and in line with company standards Maintaining our high standards of customer service through carrying out regular QA checks and providing feedback Coaching and developing staff, including regular 121's and performance reviews, ensuring that training needs are identified and addressed Continually review of existing risks and identify new risks as appropriate. Develop and maintain effective key controls to minimise risk to the business. Co-operate with all other teams to ensure efficient operating processes and a positive client experience Dealing with customer queries promptly and appropriately and prevent formal complaints where possible Always ensuring compliance with FCA Regulations, with breaches/suspected breaches reported to Line Manager immediately Support project implementations, fixes and upgrades through comprehensive testing of software and assisting with the definition of processes and procedures Perform ad hoc tasks as per the business needs as defined by the Cash Operations Manager and Head of Custody. All the above responsibilities must be carried out in line with our group procedures and within the spirit of our Guiding Principles. Ensuring all duties are carried out in full compliance with regulatory requirements, including consumer duty. Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience. Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment. You'll have: Competence Team Leading experience or significant experience of working in a senior financial services role. Demonstrable knowledge of the client money rules in relation to investment business (CASS) Knowledge of banking payment methods (such as BACS, Faster Payments, Debit Card, Cheques) CISI Investment Operations Certificate (IOC) Knowledge and skills Good product and system knowledge with previous experience in a cash/banking role Excellent verbal and written communication A proactive team player with a positive approach and the ability to enthuse and motivate others Ability to work in a deadline driven structured environment, unsupervised at times Ability to organise and prioritise both self and others Assertiveness and a keen eye for detail About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. 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 offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting salary of £31,00(depending on financial services experience) Starting holiday entitlement of 26days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Freeon-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a 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. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
A leading investment platform firm in Manchester seeks a Head of Enterprise Risk Management to lead the risk management team during a period of transformation. You will be responsible for developing the risk management framework and ensuring alignment with regulatory obligations. This high-impact role involves collaborating with senior management and enhancing the governance process. The ideal candidate will have significant experience in FCA regulated financial services and proven stakeholder engagement skills. Competitive compensation and hybrid work model offered.
Feb 10, 2026
Full time
A leading investment platform firm in Manchester seeks a Head of Enterprise Risk Management to lead the risk management team during a period of transformation. You will be responsible for developing the risk management framework and ensuring alignment with regulatory obligations. This high-impact role involves collaborating with senior management and enhancing the governance process. The ideal candidate will have significant experience in FCA regulated financial services and proven stakeholder engagement skills. Competitive compensation and hybrid work model offered.