AJ Bell Management Limited

A leading investment platform company in Manchester is seeking a Senior Software Engineer to join their Operational and Regulatory Technology department. This role involves guiding a cross-functional development team in using Agile methodologies, focusing on high-quality product design and delivery. Candidates should have a significant commercial background in services and APIs development, and experience with C#, .NET, and cloud solutions on AWS. This offers training, a collaborative environment, and excellent career progression.

A leading UK investment platform company is seeking an Asset Servicing Administrator in Manchester on a fixed-term contract. The role involves administering Corporate Actions and Dividends, ensuring high operational standards. Candidates should have at least 5 GCSEs including Maths and English, strong communication skills, and a commitment to customer service. The position offers a salary of £25,400, hybrid working, and various employee benefits including a pension scheme, bonuses, and health plans.

A leading investment platform company in Manchester is looking for a platform investments administrator to enhance customer service. You will support setup and review of trades, maintain data integrity, and assist in investigating queries. The ideal candidate will pay attention to detail, work well under deadlines, and possess experience in financial services. This role offers a starting salary of £25,400, hybrid working, and a supportive team environment with excellent benefits.

A leading investment platform provider in Manchester is seeking a Senior Test Engineer to enhance their award-winning platform. The ideal candidate will lead automation testing efforts while mentoring junior engineers and collaborating within a high-performance team. This role emphasizes strong communication, agility, and e-commerce or financial services experience. Benefits include a generous holiday scheme, a competitive pension, and opportunities for personal development within a supportive work environment.

We are now recruiting for a Tax Management Administrator to join our growing operations department on a 12 month fixed term contract! The main focus of this role will be to complete accurate and timely tax reporting for the UK, US and Spain. Key responsibilities Ensuring all tax processes are complete and accurate. Ensuring that US tax reporting is completely and accurately reconciled and produced within the timescales prescribed within the Qualified Intermediary agreement Validation of US and Canadian tax documentation and application to Customers accounts. Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements; Compiling periodic returns required under UK tax legislation (including Section 18/ EUSD and ISA reporting) to HMRC, ensuring these are accurate and produced in a timely manner. Timely production and sanity checking of client tax packs; Weekly reconciliation of Spanish tax transactions and respective tax deductions, and the creation of the monthly submission Quarterly creation and submission of our CSDR reporting to the Bank of England Production of a monthly SIPP tax reclaim report for Retail and Custody Solution clients - ensuring all reclaimable stock is being reported correctly and any queries/mistakes are identified and corrected Running daily/weekly audit reports. Ensuring that all processes are carried out in accordance with internal and external SLAs Maintenance and continual review of key controls in order to mitigate risk to the business Support project implementations, fixes and upgrades through testing of software, including any core releases. 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. Competence, knowledge and skills Competence You will have a minimum of 5 GCSE's grades A -C (or equivalent) including Maths and English Experience in evaluating complex data for decision-making and reporting. Excellent verbal and written communication Team player with positive approach with the ability to enthuse and motivate others Ability to work in a deadline driven structured environment, at times autonomously Ability to organise and support others Conscientious and methodical approach to work Knowledge & Skills Good product and system knowledge Meticulous attention to detail Understands the importance of organisational governance including, processes, procedures and key risks and controls. Understands the basic principles of stockbroking Market knowledge of ISA, QI and HMRC processing desirable About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 644,000 customers trust us to manage more than £103.3 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026a reflection of our supportive and collaborative culture. What we offer Starting salary of 25,400 25days 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 Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

A leading investment platform in the UK is seeking a Senior Insights Analyst to enhance data-led decision making across its direct-to-consumer strategy and various teams. You will handle analytics projects, support internal stakeholders, and mentor junior team members. The ideal candidate should have a strong mathematical background, experience with SQL and BI tools, and a passion for crafting compelling narratives from data. AJ Bell is renowned for its supportive culture and commitment to employee development.

AJ Bell is seeking an experienced Investment Sales Director to define and execute the investment sales strategy that drives the adoption and growth of AJ Bell Investments, including funds, MPS and Partnership MPS, across AJ Bell Investcentre and third-party platforms. This is a senior leadership role with accountability for shaping how our investment solutions are positioned, distributed and evolved to meet the changing needs of adviser firms and their clients. Operating at enterprise level, the role combines commercial ownership, strategic influence and disciplined execution. Working closely with the Strategic Partnership Director and Platform Sales Director, the Investment Sales Director will identify and activate new adviser firm segments, unlock cross selling opportunities between platform and investment propositions and ensure a joined up approach to distribution across the business. What does the job involve? Sales Strategy & Leadership Define and own the investment sales strategy across funds, MPS and Partnership MPS, aligned to AJ Bell's broader advised and platform ambitions. Translate strategic objectives into clear, executable plans for Investment BDMs, with defined priorities, target segments and success measures. Set stretching but achievable sales targets and KPIs, holding the team accountable for delivery through robust performance management. Ensure a consistent, professional and senior level approach to adviser engagement across all regions and channels. People Management & Capability Development Lead, coach and develop Investment BDMs to operate as trusted, senior level partners to adviser firms rather than transactional sales resources. Build capability in areas such as consultative selling, CIP and MPS discussions, partnership distribution and strategic account management. Foster a strong performance culture, underpinned by clear expectations, feedback, development planning and succession thinking. Act as a role model for collaboration, professionalism and customer centric behaviour. Work with the Strategic Partnership Director to identify, target and activate new adviser firm segments for AJ Bell investment solutions. Lead senior level engagement with strategic adviser firms, influencing CIP design, MPS adoption and long term partnership decisions. Identify and develop opportunities for Partnership MPS, including defining the target profile, value proposition and go to market approach. Represent AJ Bell Investments in key adviser and industry forums where appropriate. Cross Selling & Enterprise Collaboration Partner closely with the Platform Sales Director to identify and execute cross selling opportunities between platform and investment solutions. Ensure advisers using AJ Bell platforms are aware of, and can easily access, the full AJ Bell investment solution set. Likewise, support investment led relationships to expand into broader platform adoption where appropriate. Champion a joined up approach across sales teams to avoid duplication, friction or inconsistent messaging. Product & Proposition Development Play a significant role in defining the optimal investment product solution set, informed by adviser feedback, sales insight and market trends. Work closely with the Managing Directors of Advised and Investments to ensure AJ Bell's funds and MPS propositions remain competitive, scalable and forward thinking. Contribute to the evolution of investment solutions in response to: Changing adviser business models Regulatory developments The evolving tax landscape and client needs Act as a key voice of the adviser and distribution community into product, investment and proposition discussions. Governance, Reporting & Risk Maintain oversight of sales activity, pipeline health, inflows and outflows, providing clear and insightful reporting to senior management. Ensure all sales activity is conducted in line with regulatory requirements, internal governance and AJ Bell's risk appetite. About you: Competence Proven senior leadership experience in investment distribution, sales or strategic account management. Demonstrable success in building and executing sales strategies across funds and MPS propositions. Experience managing and developing high performing sales teams. Strong commercial judgement with the ability to balance growth, risk and long term sustainability. Knowledge & Skills Deep understanding of adviser business models, CIPs and investment governance. Strong knowledge of MPS, OEICs and partnership style investment solutions. Clear understanding of platform based distribution models, including third party platforms. Ability to operate credibly with senior stakeholders, both internally and externally. Strategic thinking combined with practical execution capability. Excellent communication, influencing and negotiation skills. Qualifications Diploma in Regulated Financial Planning (or Level 4 equivalent) - desirable About us: AJ Bell is one of the UK's fastest growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award winning platform, we support everyone from professional financial advisers to first time investors, making it easier to take control of your financial future and feel good investing. With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do. Our perks and benefits Starting holiday entitlement of 28 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Buy As You Earn (BAYE) Scheme PMI Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free gym membership 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 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 a minimum of 50% of your working time per month in the Manchester office. For new team members, an initial period will be 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 in Manchester is seeking a Product Director to take ownership of the advised product portfolio. This senior leadership role involves accountability for product strategy execution, governance, and delivery. The ideal candidate will possess in-depth knowledge of the UK advised market and regulatory framework, alongside strong leadership and stakeholder management skills. You'll be responsible for maintaining product roadmaps, ensuring effective lifecycle management, and adhering to governance standards. The role offers competitive benefits, including a discretionary bonus and hybrid working arrangements.

Overview As AJ Bell continues to grow and evolve, we are strengthening our Risk function and are looking for an experienced Head of Enterprise Risk Management to lead the Group's risk management capability during an exciting period of development and transformation. The Head of Enterprise Risk Management will own the design, enhancement, and delivery of our risk management framework - ensuring it remains forward looking, proportionate, and fully aligned to our strategic ambitions and regulatory obligations. This is a high impact role at the heart of the organisation that balances strategic insight with practical implementation. You will provide independent challenge and support to the business, helping leaders make well informed, risk aware decisions while strengthening our overall risk culture. You will also act as business owner for our Governance, Risk and Compliance system, driving better data, smarter processes, and clearer risk accountability across the organisation. You will work closely with the Board, Executive Committee, and Risk and Compliance Committee, providing high quality risk insight that supports strong governance and good customer outcomes. What you will do: Enterprise Risk Management and strategy Lead the evolution of the Group's risk management framework, ensuring it meets FCA expectations and grows with the business. Develop and maintain the risk taxonomy, risk policies, and supporting standards to ensure consistency across the Group. Continuously align risk management to strategy, regulatory change, and good practice developments. Risk appetite and decision support Lead periodic reviews of the risk appetite framework to ensure it remains relevant, measurable, and practical. Embed risk appetite metrics into strategic planning and decision making across the organisation. Provide independent second line challenge on strategic initiatives, change programmes, and new product proposals. Support leaders in understanding and managing risks effectively, helping to build a strong risk-aware culture. GRC system leadership Act as business owner for the GRC system, ensuring it is used effectively across all business areas. Drive automation, improved data quality, and more efficient risk management practices. Provide guidance and training to first line risk owners to maximise the system's value. Lead second line oversight of key risk categories including strategic, operational, technology, and conduct risks. Coordinate identification and assessment of emerging risks, including regulatory and market developments. Ensure timely escalation of risk issues and trends to senior management and governance committees. Oversee quarterly and annual risk reporting to the Board and senior committees. Contribute to the Group ICARA process, including scenario analysis and material harm workshops. Implement and oversee risk and control self assessments across the organisation. Build strong, collaborative relationships across the business while maintaining independent challenge. Promote risk awareness through training and leadership engagement. Work closely with Compliance and Internal Audit to support effective combined assurance. About you: We are looking for an experienced ERM leader who brings credibility, pragmatism, and strong stakeholder skills. You will ideally have: Significant experience in enterprise risk management within FCA regulated financial services. Proven experience embedding risk frameworks and risk appetite disciplines into day to day business activity. Experience owning or implementing a GRC system. Confidence engaging with Executives and the Board. Strong analytical and strategic thinking skills. Experience leading and developing a high performing risk team. You will also be: Pragmatic and commercially aware in your approach to risk. Able to explain complex risk concepts in clear, business friendly language. Collaborative, supportive, and constructive in your challenge. Forward looking, with a keen eye on emerging risks and regulatory change. Passionate about continuous improvement in risk processes and systems. 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' forsix consecutive yearsand 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 Competitive salary and discretionary bonus scheme Starting holiday entitlement of28days, increasing up to 31 days with length of service plus a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% (9% after 2 years) Buy As You Earn (BAYE) Scheme Annual Free Shares Award Scheme PMI Health Cash Plan Free gym membership Employee Assistance Programme Enhanced maternity, paternity, and shared parental leave Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more And much, much more! 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 a minimum of 50% of your working time per month in the office. For new team members, an initial period will be 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.