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Personal Assistant at AJ Bell
Manchester, United Kingdom


Job Descrption

Job Description

We're now looking for an Administration Assistant to join the investment team. The purpose of this role is to provide a high level of organisational and administrative support for Investments Director, Head of Product and wider investments team.

What does the job involve?

The key responsibilities of the role are as follows:

  • Administrative support; booking travel/accommodation, managing diaries, and processing expenses.
  • Organise, attend, and take minutes at internal and external meetings and essentially ensure follow up.
  • Management and tracking invoices, policies and procedures.
  • Ensure that Investments Director and Head of Product are well prepared.
  • Ad-hoc responsibilities as define by the Investments Director and/or Head of Product.

Competence, Knowledge, and Skills

  • Previous PA or administration support experience
  • Customer service skills
  • Ability to always maintain confidentiality and calm under pressure
  • Good planning and organisation skills to meet deadlines
  • Excellent communication skills and relationship management
  • Excellent IT skills, including Word, Excel, PowerPoint, and Outlook
  • Accurate note taking skills
  • Pro-active, self-motivated, and able to use initiative
  • Excellent planning/organisational skills
  • Flexible and adaptable, co-operative, and supportive team player
  • Accustomed to working in a fast-paced and deadline driven environment

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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1300 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 of £25,000 - £30,000 (DOE)
  • Generous holiday allowance increasing up to 31 days with service, plus bank holidays
  • Holiday buy/sell scheme
  • Hybrid working policy
  • Casual dress code
  • Discretionary bonus
  • Contributory pension scheme
  • Healthcare Cash Plan
  • Buy as you earn share scheme
  • Free annual share scheme
  • Paid study support for qualifications
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • On-site gym and personal trainer led classes
  • Paid volunteering opportunities, free social events and more

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.


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AJ BELL
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