AJ Bell
Job Description We're now recruiting a Finance Insights Analyst, FP&A and FBP to play a key role in transforming complex financial and non-financial data into analysis and insights for use across the business to impact short-medium- and long-term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes. This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation. What does the job involve? Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally Build and develop financial and non-financial insights on recurring and ad-hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members Translate complex and / or high volumes of data into clear business insights for both finance and non-finance teams Automate insights such that they are available throughout the month to various stakeholders Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake) Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes Assist the FP&A and Finance Business Partner function as required. Collaborate with and support wider finance teams in ongoing work/projects Competence, knowledge, and skills Competence Strong data insights and analysis skills Ability to develop strong working relationships with key stakeholders Qualified accountant, or working towards ACCA, CIMA, ACA, CFA Knowledge & Skills Financial analysis and reporting - ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances Continuous improvement mindset - proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes Attention to detail - Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers Sound planning and organisational skills -including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required. Data visualisation - experience with Power BI or similar tools to create dashboards Planning and reporting tools - experience with Workday or similar tools would be an advantage. High proficiency in Excel SQL knowledge would be 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 2026 a reflection of our supportive and collaborative culture. What we offer 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 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.
Job Description We're now recruiting a Finance Insights Analyst, FP&A and FBP to play a key role in transforming complex financial and non-financial data into analysis and insights for use across the business to impact short-medium- and long-term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes. This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation. What does the job involve? Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally Build and develop financial and non-financial insights on recurring and ad-hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members Translate complex and / or high volumes of data into clear business insights for both finance and non-finance teams Automate insights such that they are available throughout the month to various stakeholders Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake) Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes Assist the FP&A and Finance Business Partner function as required. Collaborate with and support wider finance teams in ongoing work/projects Competence, knowledge, and skills Competence Strong data insights and analysis skills Ability to develop strong working relationships with key stakeholders Qualified accountant, or working towards ACCA, CIMA, ACA, CFA Knowledge & Skills Financial analysis and reporting - ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances Continuous improvement mindset - proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes Attention to detail - Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers Sound planning and organisational skills -including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required. Data visualisation - experience with Power BI or similar tools to create dashboards Planning and reporting tools - experience with Workday or similar tools would be an advantage. High proficiency in Excel SQL knowledge would be 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 2026 a reflection of our supportive and collaborative culture. What we offer 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 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.
AJ Bell
Job Description Purpose of the role As a Senior Product Manager (Simplified Products), you will play a pivotal role in shaping and evolving AJ Bell's simplified range of investment products. You will be accountable for creating products that genuinely meet customer needs, support better financial outcomes, and contribute to the long-term growth and differentiation of AJ Bell. This role sits at the heart of our product organisation. You will combine deep understanding of customers, markets and regulation with strong product leadership to deliver intuitive, accessible and highquality investing, simplified investing and cash savings solutions. Working closely with colleagues across technology, investments, compliance, operations, marketing and with external partners, you will turn insight into action and strategy to craft great customer experiences. What you'll be responsible for Setting direction and vision Own and articulate a clear product vision for your products, grounded in customer insight, commercial outcomes and our broader strategy. Champion customer needs across investing, simplified investing, cash savings and targeted support, ensuring products are easy to understand, use and trust. Establish the product strategy for your product portfolio. Including owning product performance. Driving innovation and product excellence Continuously scan the market to understand customer behaviour, competitor propositions, regulatory developments and emerging trends. Use insight and evidence to identify opportunities for innovation, improvement and differentiation. Develop compelling product proposals and business cases that balance customer value, risk, and commercial impact. Leading delivery from idea to impact Partner with cross-functional teams to take products from concept through design, build, launch and ongoing optimisation. Create and maintain clear product roadmaps and own the discovery backlog, aligning delivery with customer outcomes, business goals and regulatory requirements. Ensure products are delivered to a high standard, on time and with measurable impact. Using data to optimise performance Define meaningful KPIs and success measures across your product portfolio. Use data, customer feedback and performance insights to continuously improve products and customer outcomes. Operating with strong governance and regulatory awareness Ensure products meet FCA regulation and industry standards, with a strong focus on Consumer Duty and good customer outcomes. Work closely with compliance, legal and risk teams to identify, manage and mitigate product risks. Own products within the AJ Bell Product Governance framework, ensuring robust oversight throughout the product lifecycle. Leading and developing others Lead, coach and mentor product managers, creating an inclusive and collaborative culture that encourages high performance, learning and innovation. Act as a role model for modern product management practices and customer-centric thinking. Skills, experience and capabilities Product leadership and domain expertise Significant experience in product management within banking, asset management, wealth management or other financial services. Strong understanding of investing products, simplified investment solutions and/or cash savings propositions, ideally in a D2C or platform environment. Experience designing products that support a broad range of customer needs, including targeted support and accessibility. Customer-centred and insight-driven Demonstrated ability to translate customer insight, data and research into clear product decisions. Passion for improving customer outcomes and reducing complexity in financial products. Commercial and strategic mindset Comfortable balancing customer value, commercial objectives, risk and regulatory considerations. Experience building product strategies, roadmaps and business cases that deliver measurable impact. Delivery and collaboration Proven ability to work effectively with multidisciplinary teams across technology, operations, investments and marketing. Comfortable operating in a fast-moving environment, managing priorities and trade-offs. Leadership and communication Experience leading, mentoring or developing product managers. Clear, confident communicator able to influence at all levels of the organisation. 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 2026 a reflection of our supportive and collaborative culture. What we offer 27days holiday, increasing with service + buy/sell scheme + bank holidays 8% 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.
Job Description Purpose of the role As a Senior Product Manager (Simplified Products), you will play a pivotal role in shaping and evolving AJ Bell's simplified range of investment products. You will be accountable for creating products that genuinely meet customer needs, support better financial outcomes, and contribute to the long-term growth and differentiation of AJ Bell. This role sits at the heart of our product organisation. You will combine deep understanding of customers, markets and regulation with strong product leadership to deliver intuitive, accessible and highquality investing, simplified investing and cash savings solutions. Working closely with colleagues across technology, investments, compliance, operations, marketing and with external partners, you will turn insight into action and strategy to craft great customer experiences. What you'll be responsible for Setting direction and vision Own and articulate a clear product vision for your products, grounded in customer insight, commercial outcomes and our broader strategy. Champion customer needs across investing, simplified investing, cash savings and targeted support, ensuring products are easy to understand, use and trust. Establish the product strategy for your product portfolio. Including owning product performance. Driving innovation and product excellence Continuously scan the market to understand customer behaviour, competitor propositions, regulatory developments and emerging trends. Use insight and evidence to identify opportunities for innovation, improvement and differentiation. Develop compelling product proposals and business cases that balance customer value, risk, and commercial impact. Leading delivery from idea to impact Partner with cross-functional teams to take products from concept through design, build, launch and ongoing optimisation. Create and maintain clear product roadmaps and own the discovery backlog, aligning delivery with customer outcomes, business goals and regulatory requirements. Ensure products are delivered to a high standard, on time and with measurable impact. Using data to optimise performance Define meaningful KPIs and success measures across your product portfolio. Use data, customer feedback and performance insights to continuously improve products and customer outcomes. Operating with strong governance and regulatory awareness Ensure products meet FCA regulation and industry standards, with a strong focus on Consumer Duty and good customer outcomes. Work closely with compliance, legal and risk teams to identify, manage and mitigate product risks. Own products within the AJ Bell Product Governance framework, ensuring robust oversight throughout the product lifecycle. Leading and developing others Lead, coach and mentor product managers, creating an inclusive and collaborative culture that encourages high performance, learning and innovation. Act as a role model for modern product management practices and customer-centric thinking. Skills, experience and capabilities Product leadership and domain expertise Significant experience in product management within banking, asset management, wealth management or other financial services. Strong understanding of investing products, simplified investment solutions and/or cash savings propositions, ideally in a D2C or platform environment. Experience designing products that support a broad range of customer needs, including targeted support and accessibility. Customer-centred and insight-driven Demonstrated ability to translate customer insight, data and research into clear product decisions. Passion for improving customer outcomes and reducing complexity in financial products. Commercial and strategic mindset Comfortable balancing customer value, commercial objectives, risk and regulatory considerations. Experience building product strategies, roadmaps and business cases that deliver measurable impact. Delivery and collaboration Proven ability to work effectively with multidisciplinary teams across technology, operations, investments and marketing. Comfortable operating in a fast-moving environment, managing priorities and trade-offs. Leadership and communication Experience leading, mentoring or developing product managers. Clear, confident communicator able to influence at all levels of the organisation. 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 2026 a reflection of our supportive and collaborative culture. What we offer 27days holiday, increasing with service + buy/sell scheme + bank holidays 8% 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.
AJ Bell
Company Description Job Description We are now currently looking to a new Senior Data Analyst to the team here at AJ Bell. The Senior Data Analyst plays a critical role in delivering high-quality analytical insight that drives decisions across AJ Bell. The role blends advanced analytics, data modelling, and stakeholder engagement to deliver solutions that are accurate, scalable, and aligned to our strategic data ambitions. The jobholder will support cloud transformation, adoption of AI capabilities, and the development of best-in-class analytical practices. What does the job involve? The key responsibilities of the role are as follows: Strategic & Cross-Business Impact Support delivery of AJ Bell's Data Strategy and development of a modern analytics capability. Provide analytical leadership for transition from on-premise to cloud solutions, including Snowflake. Identify, champion and deliver improvements and innovations including AI adoption. Analytics Delivery & Technical Excellence Deliver high-quality analytical outputs for senior data leadership. Proactively deep dive and explore challenges to create recommendations Conduct data design, modelling and exploration to support trusted reporting. Perform data discovery to understand new and existing data sources. Produce compelling visualisations and dashboards using Power BI. Translate data insight into clear commercial recommendations Governance, Quality & Risk Peer-review team outputs and code to maintain high standards. Ensure departmental processes are followed and continuously improved. Identify and embed controls for emerging analytics-related risks. Stakeholder Engagement Build strong partnerships across the business to translate requirements into analytical solutions. Provide guidance on data mapping, modelling and solution design. Communicate complex ideas effectively to technical and non-technical audiences. Leadership & Development Mentor and upskill junior analysts. Promote analytical best practice, documentation and knowledge-sharing. Competence, knowledge and skills Significant experience in a modern analytics environment. Demonstrable experience in hypothesis-led problem solving Application of rigorous hypothesis thinking Quantification of commercial impact to drive actionable insight & meaningful business outcomes. Strong T-SQL skills. Experience with SSRS and SSIS. Understanding of dimensional modelling techniques (e.g., Kimball). Advanced proficiency in Python or another analytical language. Cloud experience, ideally Snowflake. Use of AI within analytics workflows. Strong data storytelling and insight communication abilities. Ability to scope, design and plan analytical projects. High-quality stakeholder engagement and communication skills. Ability to prioritise effectively and adapt to changing demands. Self-motivated and committed to continuous learning. 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 2026 a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% 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.
Company Description Job Description We are now currently looking to a new Senior Data Analyst to the team here at AJ Bell. The Senior Data Analyst plays a critical role in delivering high-quality analytical insight that drives decisions across AJ Bell. The role blends advanced analytics, data modelling, and stakeholder engagement to deliver solutions that are accurate, scalable, and aligned to our strategic data ambitions. The jobholder will support cloud transformation, adoption of AI capabilities, and the development of best-in-class analytical practices. What does the job involve? The key responsibilities of the role are as follows: Strategic & Cross-Business Impact Support delivery of AJ Bell's Data Strategy and development of a modern analytics capability. Provide analytical leadership for transition from on-premise to cloud solutions, including Snowflake. Identify, champion and deliver improvements and innovations including AI adoption. Analytics Delivery & Technical Excellence Deliver high-quality analytical outputs for senior data leadership. Proactively deep dive and explore challenges to create recommendations Conduct data design, modelling and exploration to support trusted reporting. Perform data discovery to understand new and existing data sources. Produce compelling visualisations and dashboards using Power BI. Translate data insight into clear commercial recommendations Governance, Quality & Risk Peer-review team outputs and code to maintain high standards. Ensure departmental processes are followed and continuously improved. Identify and embed controls for emerging analytics-related risks. Stakeholder Engagement Build strong partnerships across the business to translate requirements into analytical solutions. Provide guidance on data mapping, modelling and solution design. Communicate complex ideas effectively to technical and non-technical audiences. Leadership & Development Mentor and upskill junior analysts. Promote analytical best practice, documentation and knowledge-sharing. Competence, knowledge and skills Significant experience in a modern analytics environment. Demonstrable experience in hypothesis-led problem solving Application of rigorous hypothesis thinking Quantification of commercial impact to drive actionable insight & meaningful business outcomes. Strong T-SQL skills. Experience with SSRS and SSIS. Understanding of dimensional modelling techniques (e.g., Kimball). Advanced proficiency in Python or another analytical language. Cloud experience, ideally Snowflake. Use of AI within analytics workflows. Strong data storytelling and insight communication abilities. Ability to scope, design and plan analytical projects. High-quality stakeholder engagement and communication skills. Ability to prioritise effectively and adapt to changing demands. Self-motivated and committed to continuous learning. 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 2026 a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% 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.
