Job Description
We're now looking to recruit a Team Administrator to assist the Platinum SSAS team in servicing the AJ Bell Platinum SSAS accounts. This is a great opportunity for someone looking to develop their administrative skills further in a back office role.
The successful applicant will be able to successfully operate in a team as well as being able to work independently, they will be capable of handling a high quantity of varied work in a constructive and timely manner.
A large part of the role will involve reconciling transactions that have occurred within SSAS bank accounts over the accounting period and prepare Year End account statements for the underlying clients.
The role also involves:
- Sorting daily post.
- Delivering daily signing.
- Assisting with client queries.
- Co-ordinating the request annual valuations and ensuring saved to correct client folder on receipt.
- Assisting with annual accounts work.
- Forwarding on general correspondence to clients/advisers.
- Arrange signing of scheme cheques, AJB fee cheques & trustee resolutions .
- Change of address updates and confirmations.
- Completion of investment application paperwork.
- Assisting with the completion of pensions regulator returns and RPSR’s.
- Managing workloads to ensure that administration is done in line with group procedures and within Service Level Agreements.
Competence, Knowledge and Skills:
- You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
- Previous experience in an office environment would be advantageous.
- Positive can do attitude
- Good interpersonal skills.
- Numerate and literate.
- Time management and organisational skills.
- Good communication skills, both written and verbal.
- Good IT skills, including the use of programmes such as Word, Excel and Outlook.
- The ability to work to tight deadlines.
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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.
There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.
There is an active programme of social events throughout the year, which are open to all employees.
In return we will provide all the training and support you need to develop within your role.
In return for your hard work you will receive:
- Starting salary of £23,000 per annum
- Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy (after initial training period)
- Casual dress code
- Discretionary bi-annual bonus
- Contributory pension scheme
- Healthcare Cash Plan
- Buy as you earn share scheme
- Free annual shares 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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