Job Description

This is an exciting opportunity for a Senior Software Engineer (C#, .Net Core, Angular) to join a forward thinking company offering a strong team working environment, training and excellent career progression. 

Our strategy is to have a cross functional development team, with team members working on all areas of our technology stack and propositions.

What we're looking for:

We’re looking for an intelligent, energetic and driven software developer to help us deliver our brand, products and services to our clients and their advisers. People who are excited by technology, love pushing the boundaries of what's possible while at the same time keeping an eye on the bigger picture and ensuring the best outcomes for our customers by providing straightforward solutions.

This is a challenging role involving a high level of attention to detail but also allows a great deal of flexibility on achieving the right result using the best technology for a given situation. This is a great opportunity for someone who is looking for a fast paced environment which is varied and rewarding.

You will be part of a cross-functional Agile team, delivering our enterprise backlog development items. You will have solid experience in delivery of development projects to agreed timescales and quality objectives, working in accordance with defined Agile framework and processes.

Key technical skills: 

• C# .Net Core / Java
• Angular
• MongoDB
• Producing APIs
• Git / Bitbucket / Jira
• CI / CD

 Bonus points for:

• Microservice architecture
• ETL/Event streaming
• Software security
• AWS
• Observability

 Soft skills:

• Agile / SCRUM
• Strong communication skills, ability to persuade and influence others
• Very motivated with high levels of drive and enthusiasm
• Keen to learn and develop new technical skills
• E-commerce and/or financial services experience

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 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:

• Starting salary £60,000 - £70,000k (DOE)
• Starting holiday entitlement of 25, 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
• Free onsite gym
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent development programmes
• 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

Hybrid working:

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.

Qualifications

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Job Description

We're looking for a Marketing Manager to support the AJ Bell Direct to Consumer (D2C) marketing team in their role to drive customer growth, engagement and increase their value to the business.

The Marketing Manager will play a key role in managing the customer marketing lifestyle, focusing on campaign strategy, execution, and continuous optimisation to improve customer and commercial outcomes.  

Key responsibilities are:

• Planning and executing customer marketing campaigns, aimed at successfully onboarding new customers, enhancing customer engagement, and unlocking customer value across various stages of the customer lifecycle.
• Oversee the strategy, planning, execution, and optimisation of customer marketing campaigns through email and push notifications, ensuring they are segmented, engaging, and aligned with business objectives.
• Develop and refine messaging strategies for new product launches, ensuring consistent and impactful communication positioning across channels.
• Lead and coordinate multiple projects, utilising strong project management skills to ensure campaigns are delivered on time and meet key performance metrics.
• Embed an ‘always-on’ approach to test-measure-learn, using data-driven insights to continuously improve customer and commercial results.
• Analyse and report on key metrics to track campaign performance against targets, identifying areas for improvement and optimisation.
• Collaborate cross-functionally with teams such as CRM, Brand, Product, Legal, Compliance, and Data to ensure alignment and deliver best-in-class customer communications.
• Optimise email based lead generation initiatives to increase customer acquisition.
• Lead, inspire, and develop a Senior Marketing Executive, fostering growth and high performance within the team.
• Ensure compliance with regulatory requirements, overseeing sign-offs from key stakeholders to ensure marketing assets meet internal and external standards.

Competence, Knowledge and Skills

• 5+ years’ experience in customer marketing, with demonstrated success in delivering impactful email marketing campaigns.
• A strategic thinker who can see the big picture and articulate ideas clearly to various stakeholders.
• Strong organisational skills with meticulous attention to detail.
• Data-driven mindset with a focus on testing, learning, and optimising.
• Creative problem-solver, capable of coming up with innovative solutions to meet business objectives.
• Analytical skills with the ability to interpret data and extract meaningful insights.
• Excellent verbal and written communication skills, with the ability to influence and persuade others.
• Customer-focused, with a strong understanding of customer needs and a passion for creating tailored solutions.
• A team player who can lead a team while building strong relationships across the organisation.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

Our perks and benefits

• Starting salary between £55,000 to £65,000 (dependent on experience)
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
• 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
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

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Job Description

Are you a tenacious and innovative professional with a passion for technology and audit? Do you thrive on exploring new audit methodologies, leveraging your expertise in data analytics and understanding of technology risks to drive meaningful impact? If you excel at simplifying complex concepts and pride yourself on enhancing processes for greater efficiency, we’d love to hear from you.

We are now seeking an IT and Data Auditor to join our Internal Audit team. In this role, you’ll play a critical part in planning, executing, and managing technology audit assignments as part of the Annual Internal Audit Plan.

You will ensure the integrity of technology-related controls and drive data analytics strategies across technology and non-technology audits.

What you'll do:

• Conduct audits to assess technology-related controls, evaluating their design, effectiveness, and efficiency.
• Lead data analytics efforts in audit reviews, utilising tools like Alteryx, KNIME, SQL, Python, PowerBI, and Tableau to test controls and offer operational insights.
• Develop audit plans for Technology Services, set audit timetables and budgets, and create detailed risk and control matrices. Document key findings and draft reports for senior stakeholders.
• Build strong relationships with Technology Services leaders, enhancing audit effectiveness and fostering collaboration.
• Spearhead strategies for using data analytics across various audits, ensuring data gathering aligns with audit goals.

What you'll have:

• CISA or equivalent (e.g., IIA QICA) or a related BCS/computer science degree (preferred but not essential)
• Strong understanding of technology risks in areas such as cyber and information security, user access controls, change management, cloud infrastructure, and disaster recovery.
• Ability to map processes, analyse data flows, and create accurate data requests for audit purposes.
• Proven use of data analytics within audits to test controls and assess efficiency.
• Familiarity with IT Governance and risk management frameworks, especially in risk and control self-assessment testing.
• Proficiency in data analytics and visualisation tools, with experience identifying control gaps and devising clear, effective solutions.
• Clear, concise communication skills to present complex issues to senior stakeholders.
• A self-starter with the ability to work independently and collaboratively.
• Knowledge of FCA and other financial services regulatory requirements (preferred but not essential)

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement 25 days, increasing up to 31 days with length of service
• 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
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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 days per week from home. 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.

Qualifications

See more jobs at AJ Bell

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Job Description

The Internal Control Senior Manager is a new role reporting into the Head of Internal Control. This role will play an integral part in supporting the shaping and ongoing validation of the Group’s financial, operational and compliance control environment, as a growing and ambitious FTSE 250 business.

It will provide excellent exposure to the business working with senior members of  Operations, Product owners, Technology Services and Risk and Compliance. 

What does the job involve?

• Support the establishment of the Internal Control team and help determine and implement the future operating model.
• Developing the Internal Control Project’s governance, communications and status reporting to management.
• Support the development and ongoing monitoring of the Group’s control framework across finance and operational business areas, where appropriate developing and implementing risk and control indicators.
• Support the development and delivery of a control testing programme for the Group’s financial, reporting, operational and compliance controls.
• Lead the end-to-end review of business processes and the creation/review of detailed process maps and where controls are identified or not thought to be fit for purpose work with the business to strengthen or redesign the control.
• Identify processes and controls that have the potential for automation, working with the business and SMEs to drive efficiency, risk reduction and the strengthening of controls.
• Lead Design Effectiveness reviews of the control framework, directing junior members of the team  and working with the business and SMEs to resolve control design failures.
• Review testing outcomes and recommend improvements to address root-causes of control deficiencies and advise the business, including senior management, in internal control / operational best practices.
• Develop clear concise reporting to articulate findings and impact to senior management and Board committees.
• Develop a clear and insightful suite of reporting that can be utilised by management across the business to inform them on the performance of internal controls, utilising this data to drive conversations relating to the assessment of associated risk.
• Provide support, advice and education to the business on the importance of maintaining a robust control environment and enable them to own the controls and contribute to the development of management self assessing their controls.
• Provide support, advice and education to the business on the impact of new UK Corporate Governance Code requirements.
• Providing ongoing coaching and support to junior team members.
• Support and where required lead discussions with key internal and external stakeholders
• Deputise where required for the Head of Internal Control.

Competence, knowledge and skills

• Experience in a similar risk, internal control or audit role, ideally within a regulated industry.
• Strong project and task management skills.
• Excellent communicator who can produce meaningful insights that can help the business better manage their risk and control environment.
• Ability to utilise and identify data sets that can build risk and control indicators.
• A critical thinker who seeks to understand the business, its processes, risks and control environment.
• Ability to formulate proposals and make solid recommendations to risk and control owners to address weaknesses in the control environment.
• Able to build and maintain positive relationships at all levels.
• Actively seek to improve other skills and talents by providing constructive feedback, coaching, mentoring and training opportunities.
• Excellent problem solving and decision-making skills with the ability to compile, evaluate and present data for decision making.
• High levels of organisation and attention to 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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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:

• Starting salary £80,000 (DOE)
• Starting holiday entitlement of 27, increasing up to 31 days with length of service
• 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 SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

See more jobs at AJ Bell

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Job Description

Are you a detail-oriented financial professional with a passion for reporting, project management, and process improvement?

AJ Bell is recruiting for an Internal Reporting and Project Manager to join our team. 

This newly created role is an exciting opportunity to support the Head of Internal Reporting in delivering high-quality financial reporting, leading key finance-related projects, and driving efficiency and transformation across the Finance function.

Key Responsibilities

Reporting:

• Develop and maintain high-quality internal reporting to support strategic decision-making.
• Prepare in-depth financial analysis and deliver reports to the Executive Finance Committee.
• Coordinate and streamline the Business Review process, ensuring timely and accurate reporting aligned with Board deadlines.
• Enhance Cost Centre reporting processes and develop reporting templates and dashboards.
• Provide budgeting and forecast data to the FP&A team and prepare audit-supporting materials.
• Ensure compliance with financial regulations and maintain fully documented reporting processes.

Project Management:

• Lead and manage finance-related projects, ensuring timely delivery and achievement of project goals.
• Collaborate with cross-functional teams, develop project plans, and provide regular updates to stakeholders.

Finance Transformation and Efficiency:

• Identify opportunities for process improvement and implement best practices in reporting.
• Collaborate with IT and data analytics teams to enhance reporting systems and processes.
• Train finance team members on new tools and reporting methodologies.
• Develop Service Level Agreement (SLA) reporting to monitor financial control efficiency.
• Support the development and implementation of financial policies and procedures.

What We’re Looking For:

• Qualified accountant (ACA/ACCA/CIMA) with a minimum of 5 years PQE.
• Proven expertise in financial reporting and project management.
• Strong analytical skills with the ability to present financial insights clearly and concisely.
• Track record of managing projects and delivering results on time and within budget.
• Effective communication and interpersonal skills to build relationships at all levels.
• Experience in a similar role within a regulated or listed company environment.
• Strong organisational and problem-solving skills with high attention to detail and accuracy.
• Proficiency in Executive-level reporting and working in fast-paced environments.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 starting salary depending on experience 
• Generous holiday allowance of 27 days, increasing up to 31 days with length of service
• 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 SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

See more jobs at AJ Bell

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Job Description

We are seeking a Head of Internal Reporting to join our growing business and play a pivotal role in shaping the Group’s internal reporting framework. Reporting directly to the Director of Corporate Reporting, this newly created role is critical in ensuring the accurate and timely delivery of internal financial reports, driving efficiencies, and maintaining a robust financial control environment.

If you’re a proactive, innovative thought leader with strong leadership skills and a passion for financial excellence, we’d love to hear from you.

Key Responsibilities:

Reporting:

• Develop and implement a robust internal reporting framework aligned with regulatory obligations and business objectives.
• Lead the preparation of executive-level reports for monthly/quarterly business reviews and strategic project reporting.
• Coordinate the Executive Finance Committee, including; developing frameworks to monitor financial efficiencies and deviations and preparing and presenting reports.
• Conduct in-depth financial analysis to support decision-making and provide actionable insights to senior management.

Financial Controls:

• Maintain efficient financial control processes, ensuring risks are identified, managed, and escalated appropriately.
• Oversee adherence to SLAs and ensure clear documentation of internal reporting processes.
• Drive continuous improvement in financial controls, ensuring alignment with regulations and standards.

Finance Transformation:

• Lead initiatives to enhance efficiency and effectiveness within internal reporting and financial control functions.
• Act as an AI ambassador, driving innovation and adopting new technologies.

Team Leadership:

• Manage and mentor the Internal Reporting Team, fostering a culture of continuous improvement.
• Ensure the team structure supports current and future business needs, with active succession planning in place.

What We’re Looking For:

• Qualified accountant (ACA/ACCA/CIMA) with a minimum of 7 years PQE.
• Experience in a similar role within a regulated or listed environment.
• Proven expertise in financial reporting standards, internal controls, and Board-level reporting.
• Strong leadership and team management skills.
• Excellent communicator with the ability to present complex financial data clearly and effectively.
• Critical thinker with a proactive approach to problem-solving and innovation.
• High attention to detail and exceptional organisational skills.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

Our perks and benefits

• Competitive starting salary depending on experience
• Starting holiday entitlement of 28 days, increasing up to 31 days with length of service
• 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 SimplyHealth
• Private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

Are you a detail-oriented financial professional with a passion for reporting, project management, and process improvement?

AJ Bell is recruiting for a Reporting and Project Manager to join our team. 

This newly created role is an exciting opportunity to support the Head of Internal Reporting in delivering high-quality financial reporting, leading key finance-related projects, and driving efficiency and transformation across the Finance function.

Key Responsibilities

Reporting:

• Develop and maintain high-quality internal reporting to support strategic decision-making.
• Prepare in-depth financial analysis and deliver reports to the Executive Finance Committee.
• Coordinate and streamline the Business Review process, ensuring timely and accurate reporting aligned with Board deadlines.
• Enhance Cost Centre reporting processes and develop reporting templates and dashboards.
• Provide budgeting and forecast data to the FP&A team and prepare audit-supporting materials.
• Ensure compliance with financial regulations and maintain fully documented reporting processes.

Project Management:

• Lead and manage finance-related projects, ensuring timely delivery and achievement of project goals.
• Collaborate with cross-functional teams, develop project plans, and provide regular updates to stakeholders.

Finance Transformation and Efficiency:

• Identify opportunities for process improvement and implement best practices in reporting.
• Collaborate with IT and data analytics teams to enhance reporting systems and processes.
• Train finance team members on new tools and reporting methodologies.
• Develop Service Level Agreement (SLA) reporting to monitor financial control efficiency.
• Support the development and implementation of financial policies and procedures.

What We’re Looking For:

• Qualified accountant (ACA/ACCA/CIMA) with a minimum of 5 years PQE.
• Proven expertise in financial reporting and project management.
• Strong analytical skills with the ability to present financial insights clearly and concisely.
• Track record of managing projects and delivering results on time and within budget.
• Effective communication and interpersonal skills to build relationships at all levels.
• Experience in a similar role within a regulated or listed company environment.
• Strong organisational and problem-solving skills with high attention to detail and accuracy.
• Proficiency in Executive-level reporting and working in fast-paced environments.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 starting salary depending on experience 
• Generous holiday allowance of 27 days, increasing up to 31 days with length of service
• 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 SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

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Job Description

We are now recruiting an Infrastructure Engineer to be primarily responsible for delivery, support and maintenance of the AJ Bell Infrastructure across multiple sites in the UK. 

The role also involves documenting, delivering, maintaining and supporting the infrastructure.

The Infrastructure Engineer co-ordinates, plans and executes infrastructure changes and maintenance.

What does the job involve?

• Deliver infrastructure changes, updates and upgrades as well as infrastructure elements of change projects or product releases.
• Document infrastructure solutions, changes and maintain appropriate IT controls.
• Maintain infrastructure to maximise systems availability.
• Monitor the health of the infrastructure to identify and predict any service impact and respond to the monitoring to maintain service performance.
• Monitor the capacity of the infrastructure and plan for increased demand to maintain service performance.
• Assist other IT staff members with investigations of problems occurring on the various systems, playing a part in resolving IT incidents in a timely manner.
• Maintain asset records for infrastructure assets ensuring they are up to date and accurate.
• Ensure compliance to the infrastructure standards.

Competence, knowledge and skills

• Experience in an Infrastructure Engineer or Sys Admin role, preferably gained in a FS or e-commerce environment
• Experience delivering & maintaining on VMC and VCF
• Experience delivering & maintaining a LAN and SD WAN
• Experience delivering & maintaining hosting in AWS
• Experience delivering & maintaining on TKG beneficial
• Experience delivering & maintaining Hyperconverged infrastructure beneficial
• Experience delivering & maintaining Fortinet or similar firewalls
• Relevant degree (or equivalent) beneficial

Technical

We utilise a broad technology stack in the Infrastructure team, so we're looking for individuals with skills and experience across the below.  Is it not necessary for candidates to have worked across all of these, but it is advantageous to have demonstrable talent with the majority.

• VMware - ESXi, vROps, vRA, NSX, vRNI, vRLI, HCX
• SD WAN
• Fortinet firewall products.
• Linux server configuration and management
• SolarWinds, Zabbix, Opsgenie monitoring software.
• iSCSI SAN technology, Dell EqualLogic & NetApp SANs
• Microsoft Windows Server
• ADFS, SSO, MFA
• Microsoft Exchange Server
• Office 365
• Windows VDI, VMware Horizon
• Cisco certification (CCNA, CCNP, CCIE etc.)
• Capacity monitoring and planning
• ITIL
• AWS and or Azure (desirable)

Personal and other skills

• Able to manage complexity: Accepts and works with ambiguity and complexity; Learns from past experiences and translates this into action; Shares information appropriately, getting their message across; Makes the complex simple for others
• Demonstrates self-awareness: Recognises influence and impact of own attitude and behaviour on others; Is self-motivated, looks for new types of work or training to improve knowledge, skills and expertise; Is able to challenge others in an appropriate way
• Focus on our customers: Agrees realistic outcomes with customers and manages their expectations, in line with SLA’s
• Know the business: Has a strong operational focus, focusing on the task at hand; Encourages co-operation across team and other business areas; Understands what the business is trying to achieve and is able to communicate it clearly to others; Effectively identifies and manages risks in own team
• Engage others: Provides helpful feedback to others to improve service
• Make good decisions: Breaks down information and problems effectively to find solutions; Can influence others using logical argument; Considers the wider business impact when making decisions (e.g. other teams); Makes good objective decisions, even when full information is not available
• Make improvements: Seeks ideas from others to improve established ways of working; Discusses change in a positive way; Is curious and generates new ideas for own area of work
• Work as a team: Builds team spirit and creates a positive work environment; Works across teams to build relationships

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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:

• Starting salary £45,000 - £55,000k (DOE)
• Starting holiday entitlement of 25, increasing up to 31 days with length of service
• 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
• Free onsite gym
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

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Job Description

Are you passionate about development?

The Touch team is developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments.

The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible.

We're building a mobile first investment app that lets advisers manage their clients' investments entirely through their Smartphone.

We're seeking passionate engineers to join the team.

If you're ready to take your career to the next level, apply now!

What you'll do:

• Design, manage and extend Infrastructure as Code (IaC)
• Monitor environments for performance, errors and security, catching issues before customers even notice. Focus on low levels of toil by improving tooling and processes.
• Infrastructure hardening including resolutions from pen tests, audit and other third-party testing of our estate.
• Make changes to Go, Typescript or Flutter code to support infrastructure changes.
• Work as part of a distributed team made up of self-motivated and collaborative individuals. Much of our communication is remote and async so good communication skills are key.
• Always look for ways we can improve our product, processes and practices. We don’t like friction and waste.
• Automated testing, continuous integration and continuous deployment. We are huge proponents of automation.
• Work outside of your specialism when needed. While all our team members have a specialism, we don’t let that restrain us. Our engineers jump in to help get things done even in technologies out of their core competency.

What you'll have:

• Excellent programming and problem solving skills
• Understanding of relevant software design patterns and paradigms, such as microservices, containers/orchestration or event-driven architecture
• Experience in creating performant, scalable, secure and well tested infrastructure.
• You take ownership of tasks and problems, clearing roadblocks and pulling in other people to help when needed.
• Experience working with Investment or Pensions platforms would be an advantage

Our tools and technologies:

The below are all things that we are either currently using or have found to be a useful foundation when joining our team. Prior knowledge of them is not essential but would be beneficial to the role:

• CI/CD pipelines (we use GitLab)
• Cloud infrastructure (we use Google Cloud Platform)
• Containers (building, operations, security, and orchestration; we use Kubernetes)
• Go (we can offer training for experienced engineers who haven’t used Go before)
• Experience of penetration testing and audit
• Infrastructure as Code (we use Terraform and Terragrunt)
• Networking (layer 4 and 7 load balancing, DNS, mTLS)
• Observability systems (we're particularly interested in Prometheus, Grafana and
• OpenTelemetry)
• PKI (particularly Vault)
• Scripting (we predominantly use Bash and Go)
• PostgreSQL

About Touch by AJ Bell:

Touch are developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible.

We're building a mobile first investment app that lets advisers manage their clients' investments entirely through their smartphone.

We originally founded the company (then Adalpha Ltd) in 2018, before being acquired in 2021 by AJ Bell.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Dedicated time for proof-of-concepts and assessing new tech
• Support to attend conferences, events, and meet-ups
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

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Job Description

The Internal Control Senior Manager is a new role reporting into the Head of Internal Control.  This role will play an integral part in supporting the shaping and ongoing validation of the Group’s financial, operational and compliance control environment, as a growing and ambitious FTSE 250 business.

It will provide excellent exposure to the business working with senior members of  Operations, Product owners, Technology Services and Risk and Compliance. 

What does the job involve?

• Support the establishment of the Internal Control team and help determine and implement the future operating model.
• Developing the Internal Control Project’s governance, communications and status reporting to management.
• Support the development and ongoing monitoring of the Group’s control framework across finance and operational business areas, where appropriate developing and implementing risk and control indicators.
• Support the development and delivery of a control testing programme for the Group’s financial, reporting, operational and compliance controls.
• Lead the end-to-end review of business processes and the creation/review of detailed process maps and where controls are identified or not thought to be fit for purpose work with the business to strengthen or redesign the control.
• Identify processes and controls that have the potential for automation, working with the business and SMEs to drive efficiency, risk reduction and the strengthening of controls.
• Lead Design Effectiveness reviews of the control framework, directing junior members of the team  and working with the business and SMEs to resolve control design failures.
• Review testing outcomes and recommend improvements to address root-causes of control deficiencies and advise the business, including senior management, in internal control / operational best practices.
• Develop clear concise reporting to articulate findings and impact to senior management and Board committees.
• Develop a clear and insightful suite of reporting that can be utilised by management across the business to inform them on the performance of internal controls, utilising this data to drive conversations relating to the assessment of associated risk.
• Provide support, advice and education to the business on the importance of maintaining a robust control environment and enable them to own the controls and contribute to the development of management self assessing their controls.
• Provide support, advice and education to the business on the impact of new UK Corporate Governance Code requirements.
• Providing ongoing coaching and support to junior team members.
• Support and where required lead discussions with key internal and external stakeholders
• Deputise where required for the Head of Internal Control.

Competence, Knowledge and Skills

• Experience in a similar risk, internal control or audit role, ideally within a regulated industry.
• Strong project and task management skills.
• Excellent communicator who can produce meaningful insights that can help the business better manage their risk and control environment.
• Ability to utilise and identify data sets that can build risk and control indicators.
• A critical thinker who seeks to understand the business, its processes, risks and control environment.
• Ability to formulate proposals and make solid recommendations to risk and control owners to address weaknesses in the control environment.
• Able to build and maintain positive relationships at all levels.
• Actively seek to improve other skills and talents by providing constructive feedback, coaching, mentoring and training opportunities.
• Excellent problem solving and decision-making skills with the ability to compile, evaluate and present data for decision making.
• High levels of organisation and attention to 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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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:

• Starting salary £80,000 (DOE)
• Starting holiday entitlement of 26, increasing up to 31 days with length of service
• 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
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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.

Qualifications

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Job Description

We're looking for a Marketing Manager to support the AJ Bell Direct to Consumer (D2C) marketing team in their role to drive customer growth, engagement and increase their value to the business.

The Marketing Manager will play a key role in managing the customer marketing lifestyle, focusing on campaign strategy, execution, and continuous optimisation to improve customer and commercial outcomes.  

What does the job involve?

• Planning and executing Customer Marketing (CRM) campaigns, aimed at successfully onboarding new customers, enhancing customer engagement, and unlocking customer value across various stages of the lifecycle.
• Develop and refine messaging strategies for new product launches, ensuring consistent and impactful communication positioning across channels.
• Lead and coordinate multiple projects, utilising strong project management skills to ensure campaigns are delivered on time and meet key performance metrics.
• Embed an ‘always-on’ approach to test-measure-learn, using data-driven insights to continuously improve customer and commercial results.
• Analyse and report on key metrics to track campaign performance against targets, identifying areas for improvement and optimisation.
• Collaborate cross-functionally with teams such as Brand, Product, Legal, Compliance, and Data to ensure alignment and deliver best-in-class customer communications.
• Drive and optimise lead generation initiatives, particularly focusing on email optimisation and other CRM tactics to increase customer acquisition.
• Lead, inspire, and develop a Senior Marketing Executive, fostering growth and high performance within the team.
• Ensure compliance with regulatory requirements, overseeing sign-offs from key stakeholders to ensure marketing assets meet internal and external standards.

Competence, Knowledge and Skills:

• 5+ years’ experience in customer marketing, with demonstrated success in delivering impactful marketing campaigns.
• Proficiency with CRM platforms and a strong understanding of customer lifecycle management.
• A strategic thinker who can see the big picture and articulate ideas clearly to various stakeholders.
• Strong organisational skills with meticulous attention to detail.
• Data-driven mindset with a focus on testing, learning, and optimising.
• Creative problem-solver, capable of coming up with innovative solutions to meet business objectives.
• Analytical skills with the ability to interpret data and extract meaningful insights.
• Excellent verbal and written communication skills, with the ability to influence and persuade others.
• Customer-focused, with a strong understanding of customer needs and a passion for creating tailored solutions.
• A team player who can lead a team while building strong relationships across the organisation.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

Our perks and benefits

• Starting salary up £55,000 (dependent on experience)
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
• 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
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

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Job Description

We’re seeking an experienced Head of External Reporting to join our Corporate Reporting team and lead AJ Bell’s annual reporting cycle.

This role is perfect for a proactive, established leader with deep technical expertise and strong influence at senior levels. You’ll need a thorough understanding of financial principles, robust leadership abilities, and the skill to clearly communicate complex financial and technical information to senior stakeholders.

As a key contributor within a growing FTSE 250 business, you will shape the Group’s reporting, processes, and policies. We're looking for someone who thrives on challenges, demonstrates thought leadership, and can build effective relationships across the finance team and the wider business.

What are the key responsibilities? 

Reporting:

• Maintain a robust external reporting framework aligned with regulatory obligations and business goals.
• Ensure timely, accurate production of the Group’s Annual and Interim Reports.
• Oversee the Group consolidation process and shape the external messaging of the Annual Report & Accounts.
• Manage relationships with external design partners.
• Review subsidiary financial statements under FRS101.
• Prepare and review period-end papers for the Audit Committee/Board.
• Advise on implications of new or changing accounting standards and regulations.
• Ensure compliance with all relevant regulatory requirements.
• Coordinate the external audit process, ensuring all reporting deadlines are met.
• Fully define and document all external reporting processes.

ESG & TCFD:

• Ensure compliance with TCFD requirements, including Scope 1, 2, and 3 emissions calculations for the Group and Investments business.
• Collaborate with Risk on risk assessments, scenario analysis, and net-zero target setting.
• Oversee the timely production of the quarterly dashboard and annual Board update.
• Lead the drafting of the annual ESG report, incorporating TCFD elements.
• Participate in the ESG working group, presenting relevant papers.
• Stay informed on current and emerging sustainability standards.

Financial reporting controls:

• Identify, control, and manage risks within the area.
• Maintain a strong control environment with clear escalation processes for issues outside tolerance.
• Develop and implement financial policies and procedures.

Staff management:

• Oversee the Statutory Accounts and Corporate Reporting teams, ensuring an optimal operating model and active succession plans.
• Lead, mentor, and develop the external reporting team.

What you'll have:

• Qualified accountant (ACA/ACCA/CIMA) with at least 5 years PQE.
• Proven leadership and team management skills.
• Deep knowledge of financial reporting standards, consolidations, and plc statutory reporting.
• Skilled in interpreting complex financial data and technical accounting issues.
• Strong judgment, critical thinking, and sound decision-making.
• Excellent relationship-building abilities across all levels.
• Thrives in fast-paced environments, meeting tight deadlines.
• Relevant experience, ideally in a regulated industry; audit experience essential.
• Strong communicator with excellent written and verbal skills.
• Experience in Board/Executive reporting in a listed or equivalent setting.
• Exceptional problem-solving, technical skills, and attention to detail.
• Highly organised with strong project management skills.
• Flexible, motivated, and detail-oriented.

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

Our perks and benefits

• Competitive starting salary
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
• 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 SimplyHealth
• Private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

We are now seeking an IT and Data Analyst Auditor to join our Internal Audit team. In this role, you’ll play a critical part in planning, executing, and managing technology audit assignments as part of the Annual Internal Audit Plan. You will ensure the integrity of technology-related controls and drive data analytics strategies across technology and non-technology audits.

Are you a tenacious and innovative professional with a passion for technology and audit? Do you thrive on exploring new audit methodologies, leveraging your expertise in data analytics and understanding of technology risks to drive meaningful impact? If you excel at simplifying complex concepts and pride yourself on enhancing processes for greater efficiency, we’d love to hear from you.

What you'll do

• Conduct audits to assess technology-related controls, evaluating their design, effectiveness, and efficiency.
• Lead data analytics efforts in audit reviews, utilising tools like Alteryx, KNIME, SQL, Python, PowerBI, and Tableau to test controls and offer operational insights.
• Develop audit plans for Technology Services, set audit timetables and budgets, and create detailed risk and control matrices. Document key findings and draft reports for senior stakeholders.
• Build strong relationships with Technology Services leaders, enhancing audit effectiveness and fostering collaboration.
• Spearhead strategies for using data analytics across various audits, ensuring data gathering aligns with audit goals.

What you'll have

• CISA or equivalent (e.g., IIA QICA) or a related BCS/computer science degree (preferred but not essential)
• Strong understanding of technology risks in areas such as cyber and information security, user access controls, change management, cloud infrastructure, and disaster recovery.
• Ability to map processes, analyse data flows, and create accurate data requests for audit purposes.
• Proven use of data analytics within audits to test controls and assess efficiency.
• Familiarity with IT Governance and risk management frameworks, especially in risk and control self-assessment testing.
• Proficiency in data analytics and visualisation tools, with experience identifying control gaps and devising clear, effective solutions.
• Clear, concise communication skills to present complex issues to senior stakeholders.
• A self-starter with the ability to work independently and collaboratively.
• Knowledge of FCA and other financial services regulatory requirements (preferred but not essential)

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 542,000 customers using our award-winning platform propositions to manage assets totalling more than £86.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement 25 days, increasing up to 31 days with length of service
• 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
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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 days per week from home. 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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

The Touch team is developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. 

The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible. We're building a mobile first investment  app that lets advisers manage their clients' investments entirely through their Smartphone. 

The day to day responsibilities 

• Engage in the full software development lifecycle: requirements gathering with stakeholders, working as a team to build and test features, managing deployment and supporting the service in production. 
• Work as part of a distributed team made up of self-motivated and collaborative individuals. Much of our communication is remote and async so good communication skills are key. 
• Iteratively make improvements to a new product while aligning to our mutually agreed design and architectural principles. 
• Always looking for ways we can improve our product, processes and practices. We don’t like friction and waste. 
• Automated testing, continuous integration and continuous deployment. We are huge proponents of automation. 
• Working outside of your specialism when needed. While all our team members have a specialism, we don’t let that restrain us. Our engineers jump in to help get things done even in technologies out of their core competency. 

Your skills and attributes 

• Excellent programming and problem solving skills 
• Understanding of relevant software design patterns and paradigms, such as OOAD, DDD, MVC, microservices, containers/orchestration or event-driven architecture 
• Experience in creating performant, scalable, secure and well tested code. 
• You take ownership of tasks and problems, clearing roadblocks and pulling in other people to help when needed. 
• Experience working with Investment or Pensions platforms would be an advantage 

Our tools and technologies 

The below are all things that we are either currently using or have found to be a useful  foundation when joining our team. Prior knowledge of them is not essential but would be  beneficial to the role: 

• Flutter (including Dart) - we can provide training to experienced native iOS or Android engineers who haven’t used Flutter before. 
• Firebase, Riverpod with Hooks, Provider, Deeplinking 
• gRPC/proto 
• PostgreSQL 
• Docker 

Other technologies we use include:  

• TypeScript and Vue 
• Go 

About Touch by AJ Bell:

Touch are developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible.

We're building a mobile first investment app that lets advisers manage their clients' investments entirely through their smartphone.

We originally founded the company (then Adalpha Ltd) in 2018, before being acquired in 2021 by AJ Bell, one of the UK's largest investment platforms and part of the FTSE 250 Index, to support the development of their digital services.

About AJ Bell:

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 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 £55,000 - £80,000 (Depending on experience)
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Dedicated time for proof-of-concepts and assessing new tech
• Support to attend conferences, events, and meet-ups
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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 Bristol 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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

We are now recruiting an Assistant Company Secretary to support the company secretarial function in providing high quality advice and support across a broad range of tasks and activities, in particular in relation to the smooth running, administration and effectiveness of AJ Bell plc’s Board and Executive Committee and their respective sub-committees.

You will be joining a growing team in a maturing function, so we are looking for someone keen to take on that opportunity. 

What does the job involve?

Supporting the day-to-day administration of the Company Secretarial function including:

• Supporting the Company Secretary and the Company Secretarial Assistant with the day-to-day administration of the Company Secretarial function including:
  • Preparing agendas for the AJ Bell Committees and supporting the preparation of electronic meeting packs and management information.
  • Arranging committee meeting dates and preparing annual agendas for the AJ Bell Committees in collaboration with the relevant chairs and the Company Secretary
  • Attending AJ Bell Committee meetings, drafting detailed minutes capturing points, resolutions and actions. 
  • Monitoring and reporting on the completion of actions arising from committee meetings, including annual effectiveness review actions.
• Providing support for:
  • the Company Secretary on various matters, including corporate projects, one-off research into key questions/requirements, the induction of new Board and Executive Committee members and provision of Board and Executive Committee training.
  • the HR team in relation to the administration of the AJ Bell group’s share option and incentive schemes.
  • the Compliance and HR teams as required to ensure the AJ Bell group meets its responsibilities under the Senior Managers and Certification Regime.
• Maintenance of statutory registers and records for all AJ Bell plc group entities, and the preparation and filing of all Companies House forms.
• Supporting:
  • the provision of advice to AJ Bell Committees on their governance, legal and regulatory obligations.
  • compliance with MAR and listing rules, including the maintenance of AJ Bell plc’s share dealing code and insider lists, and the drafting and issue of standard Stock Exchange announcements.
  • the drafting of the Annual Report and Accounts, other shareholder circulars and accompanying documentation, including the drafting of the Corporate Governance Report in liaison with the Financial Reporting team and others.
  • the production of the Notice of Annual General Meeting (AGM) and all associated documentation, and assisting with the organisation of the AGM itself
  • the maintenance of internal corporate governance policies (e.g. Board sub-committee terms of reference,) and the governance section of the Company’s website.

What we're looking for:

• ICSA/CGI Qualified or part qualified (ideal but not essential).
• Significant experience in a company secretarial or governance professional related role (e.g., 5 years +)
• Financial services and a listed company environment experience advantageous
• Company secretarial administration, including Board processes and routines.
• Strong, detailed minute taking skills and preparing agendas.
• Familiar with electronic Board portals.
• Good working knowledge of company law and corporate governance related issues
• Excellent communication skills with experience of communicating with a range of internal and external stakeholders.
• Ability to work under tight deadlines, self-starter.
• Integrity and discretion when handling confidential information.

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 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

We are now recruiting a Senior Company Secretarial Assistant to support the Company Secretary in providing high quality advice and support across a broad range of tasks and activities, in particular in relation to the smooth running, administration and effectiveness of AJ Bell plc’s Board and Executive Committee and their respective sub-committees.

As the role involves exposure to highly confidential and sensitive information, a high degree of discretion is required, as confidentiality is imperative.

What does the job involve?

Supporting the day-to-day administration of the Company Secretarial function including:

• Supporting the Company Secretary and the Senior Company Secretarial Assistant with the day-to-day administration of the Company Secretarial function including:
  • Preparing agendas for the AJ Bell Committees and supporting the preparation of electronic meeting packs and management information
  • Arranging committee meeting dates and preparing annual agendas for the AJ Bell Committees in collaboration with the relevant chairs and the Company Secretary
  • Attending AJ Bell Committee meetings, drafting detailed minutes capturing points, resolutions and actions. 
  • Monitoring and reporting on the completion of actions arising from committee meetings, including annual effectiveness review actions
• Providing support for:
  • the Company Secretary on various matters, including corporate projects, one-off research into key questions/requirements, the induction of new Board and Executive Committee members and provision of Board and Executive Committee training.
  • the HR team in relation to the administration of the AJ Bell group’s share option and incentive schemes.
  • the Compliance and HR teams as required to ensure the AJ Bell group meets its responsibilities under the Senior Managers and Certification Regime
• Maintenance of statutory registers and records for all AJ Bell plc group entities, and the preparation and filing of all Companies House forms.
• Supporting:
  • the provision of advice to AJ Bell Committees on their governance, legal and regulatory obligations.
  • compliance with MAR and listing rules, including the maintenance of AJ Bell plc’s share dealing code and insider lists, and the drafting and issue of standard Stock Exchange announcements.
  • the drafting of the Annual Report and Accounts, other shareholder circulars and accompanying documentation, including the drafting of the Corporate Governance Report in liaison with the Financial Reporting team and others.
  • the production of the Notice of Annual General Meeting (AGM) and all associated documentation, and assisting with the organisation of the AGM itself
  • the maintenance of internal corporate governance policies (e.g. Board sub-committee terms of reference,) and the governance section of the Company’s website.

What we're looking for:

• ICSA/CGI Qualified or part qualified. 
• Significant experience in a company secretarial or governance professional related role (e.g., 5 years +)
• Financial services and a listed company environment experience advantageous
• Company secretarial administration, including Board processes and routines.
• Strong, detailed minute taking skills and preparing agendas.
• Familiar with Boardvantage or similar electronic Board portals.
• Good working knowledge of company law and corporate governance related issues
• Excellent communication skills with experience of communicating with a range of internal and external stakeholders.
• Ability to work under tight deadlines, self-starter.
• Integrity and discretion when handling confidential information.

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 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

Due to continued company growth, we are now recruiting a Company Secretarial Assistant to support the Company Secretary in providing high quality advice and specialist support across a broad range of company secretarial tasks and activities, in particular in relation to the smooth running, administration and effectiveness of AJ Bell plc’s Board and Executive Committee and their respective sub-committees (AJ Bell Committee).

As the role involves exposure to highly confidential and sensitive information, a high degree of discretion is required, as confidentiality is imperative.

What does the job involve?

Supporting the day-to-day administration of the Company Secretarial function including:

• Supporting the Company Secretary and the Senior Company Secretarial Assistant with the day-to-day administration of the Company Secretarial function including:
  • Preparing agendas for the AJ Bell Committees and supporting the preparation of electronic meeting packs and management information
  • Preparing annual agendas for the AJ Bell Committees in collaboration with the relevant chairs and the Company Secretary
  • Attending AJ Bell Committee meetings
  • Drafting detailed minutes of AJ Bell Committee meetings, capturing points discussed and including resolutions and actions arising
  • Monitoring and reporting on the completion of actions arising from AJ Bell Committee meetings, including annual effectiveness review actions
  • Arranging AJ Bell Committee meeting dates at least two years ahead, in collaboration with the Company Secretary and other relevant internal stakeholders
• Proactively engaging with key reminders of activities coming up and what to prepare for in line with annual worklists for the AJ Bell Committees, and liaising with the authors of papers to ensure they are submitted on time and in the correct format.
• Providing support for:
  • the Company Secretary on various matters, including corporate projects, one-off research into key questions/requirements, the induction of new Board and Executive Committee members and provision of Board and Executive Committee training.
  • the HR team in relation to the administration of the AJ Bell group’s share option and incentive schemes.
  • the Compliance and HR teams as required to ensure the AJ Bell group meets its responsibilities under the Senior Managers and Certification Regime
• Liaising with internal and external stakeholders, including the Registrar, as required
• Maintenance of statutory registers and records for all AJ Bell plc group entities, and the preparation and filing of all Companies House forms, including change in officers, change in share capital, filing of all the Annual Accounts and the Confirmation Statements for all UK companies.
• Supporting:
  • the provision of advice to AJ Bell Committees on their governance, legal and regulatory obligations to ensure compliance with all relevant requirements.
  • compliance with MAR and listing rules, including the maintenance of AJ Bell plc’s share dealing code and insider lists, and the drafting and issue of standard Stock Exchange announcements, e.g. directors’ dealings, block listing, directorate changes.
  • the drafting of the Annual Report and Accounts, other shareholder circulars and accompanying documentation, including the drafting of the Corporate Governance Report in liaison with the Financial Reporting team and others.
  • the production of the Notice of Annual General Meeting (AGM) and all associated documentation, and assisting with the organisation of the AGM itself
  • the management of the Registrar
  • the maintenance of internal corporate governance policies (e.g. Board sub-committee terms of reference,) and the governance section of the Company’s website.
  • Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.
     
• In relation to the Boardvantage board portal software for dissemination of Board and Committee materials:
  • arranging for Board, Executive Committee and sub-committee meeting packs to be uploaded to Boardvantage for distribution, as required.
  • maintaining Boardvantage internal processes and trouble-shooting software issues in conjunction with the TS service desk and Personal Assistants.
  • coordinating and assisting with set up and installation of Boardvantage for Board, Executive Committee and sub-committee members and others, as required, liaising with TS service desk and Personal Assistants where required.

What we're looking for:

• ICSA/CGI Qualified or part qualified. 
• Experience in a company secretarial or governance professional related role (e.g., 2 years +)
• Financial services and a listed company environment experience advantageous
• Company secretarial administration, including Board processes and routines.
• Strong, detailed minute taking skills and preparing agendas.
• Familiar with Boardvantage or similar electronic Board portals.
• Good working knowledge of company law and corporate governance related issues
• Excellent communication skills with experience of communicating with a range of internal and external stakeholders.
• Ability to work under tight deadlines, self-starter.
• Integrity and discretion when handling confidential information.

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 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• 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
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working

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.

Qualifications

See more jobs at AJ Bell

Apply for this job

Job Description

The Touch team is developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. 

The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible. We're building a mobile first investment  app that lets advisers manage their clients' investments entirely through their Smartphone. 

The day to day responsibilities 

• Engage in the full software development lifecycle: requirements gathering with stakeholders, working as a team to build and test features, managing deployment and supporting the service in production. 
• Work as part of a distributed team made up of self-motivated and collaborative individuals. Much of our communication is remote and async so good communication skills are key. 
• Iteratively make improvements to a new product while aligning to our mutually agreed design and architectural principles. 
• Always looking for ways we can improve our product, processes and practices. We don’t like friction and waste. 
• Automated testing, continuous integration and continuous deployment. We are huge proponents of automation. 
• Working outside of your specialism when needed. While all our team members have a specialism, we don’t let that restrain us. Our engineers jump in to help get things done even in technologies out of their core competency. 

Your skills and attributes 

• Excellent programming and problem solving skills 
• Understanding of relevant software design patterns and paradigms, such as OOAD, DDD, MVC, microservices, containers/orchestration or event-driven architecture 
• Experience in creating performant, scalable, secure and well tested code. 
• You take ownership of tasks and problems, clearing roadblocks and pulling in other people to help when needed. 
• Experience working with Investment or Pensions platforms would be an advantage 

Our tools and technologies 

The below are all things that we are either currently using or have found to be a useful  foundation when joining our team. Prior knowledge of them is not essential but would be  beneficial to the role: 

• Flutter (including Dart) - we can provide training to experienced native iOS or Android engineers who haven’t used Flutter before. 
• Firebase, Riverpod with Hooks, Provider, Deeplinking 
• gRPC/proto 
• PostgreSQL 
• Docker 

Other technologies we use include:  

• TypeScript and Vue 
• Go 

About Touch by AJ Bell:

Touch are developing a next generation investment platform. We want to use technology to improve the way consumers access financial advice and manage their investments. The majority of existing platforms are still reliant on software and processes that aren’t capable of supporting today’s technology, so we started from scratch, developing a modern platform that is as efficient as possible.

We're building a mobile first investment app that lets advisers manage their clients' investments entirely through their smartphone.

We originally founded the company (then Adalpha Ltd) in 2018, before being acquired in 2021 by AJ Bell, one of the UK's largest investment platforms and part of the FTSE 250 Index, to support the development of their digital services.

About AJ Bell:

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 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

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 £55,000 - £80,000 (Depending on experience)
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service
• 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 Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Dedicated time for proof-of-concepts and assessing new tech
• Support to attend conferences, events, and meet-ups
• Paid time off for volunteer work
• 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
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

Hybrid working:

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 Bristol 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.

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