Platform Investments Administrator

AJ Bell plc; Salford; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A prominent investment platform provider in Salford is hiring a platform investments administrator. This role involves providing excellent customer service, ensuring accurate pricing of securities, and managing trading queries. Candidates should have strong attention to detail, the ability to meet deadlines, and previous experience in financial services. Additionally, strong verbal and written communication skills are essential to coordinate effectively with other teams. Benefits include a competitive salary, generous holiday entitlement, and a supportive working environment.

Benefits

Starting salary of £25,400

25 to 31 days holiday entitlement

Pension schemes with matched contributions

Discretionary bonus scheme

Annual free share awards

Health Cash Plan

Employee Assistance Programme

Casual dress code

Personal development programmes

Ongoing technical training

Qualifications

• Highly accurate work with excellent attention to detail.
• Ability to work to deadlines.
• Excellent verbal and written communication skills.
• Previous experience in a financial services role preferred.

Responsibilities

• Assisting in the setup of various asset types across the Platform.
• Maintaining Static Data and ensuring all assets are priced accurately.
• Actioning ad-hoc Fund Conversions at client requests.
• Liaising with teams to ensure delivery of customer service.

Skills

Attention to detail

Ability to work to deadlines

IT literate

Excellent verbal communication

Excellent written communication

Education

Previous experience in a financial services administration role

Tools

Word

Excel

Job description

We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas.

Key Responsibilities:

• Assisting in the set up ofvarious asset types,across the Platform.
• Maintaining Static Data and ensuring all assets are priced accurately.
• Actioning ad-hoc Fund Conversions at the request of clients.
• Ensure Programme Trades are run and perform as expected.
• Liaise with other teams to ensure delivery of customer service and consumer outcomes.
• Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures.

You'll have:

• Highly accurate work with excellent attention to detail.
• Ability to work to deadlines.
• IT literate; confident with Word and Excel.
• Excellent verbal and written communication.
• Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable.

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 £25,400(depending on financial services experience)
• Starting holiday entitlement of 25 days, 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 6%
• 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.