Cash Operations Administrator
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We are now looking to recruit a hardworking, articulate individual to join our Cash Operations team. The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients. This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls. This role also supports other teams across AJ Bell by providing service and answering queries. What does the job involve? 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 What you'll have: 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 About AJ Bell At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 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.
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