Operations Relationship Administrator

Looking to develop a career with an award winning business in the financial services industry? We are now looking to recruit hardworking, articulate people to join the operational relationship area of our Dealing team, where you will play a key role in ensuring the smooth running of the relationships we maintain with suppliers, custodians and fund groups.

We have excellent career development opportunities if you are looking to progress your knowledge and experience further.  

What service will you provide to our customers? 

• Support in managing our relationship with external fund managers with a view to securing access to the cheapest share-classes for our customers.
• Collate data internally regarding our important 3rd party suppliers and produce a monthly reporting pack to be used by the senior operations relationship manager.
• Oversight of our fund universes and ensure the correct share-classes are added and available for our customers.
• Assist with the ‘clean to cleaner’ share-class conversions within our fund universe.
• Bring the Clearstream Settlement Model to the attention of fund managers with a view to them signing up to the service.
• Ensure the integrity of data for funds within our universe and liaise with Data Suppliers to resolve missing data issues; especially if related to target market and appropriateness.
• Ensure compliance with key tasks associated with consumer duty, MIFID and the overseas fund regime.
• Be a point of contact for fund providers and deal with queries as necessary.
• Produce and develop MI to fund managers as and when required.

About you: 

• You will be educated to A Level standard or equivalent.
• You will have some previous experience of office administration or support.
• Strong written and verbal communication skills and relationship management.
• A track record of strong customer service skills and experience. 
• Ability to organise, prioritise and meet deadlines. 
• Strong attention to detail.
• Ability to maintain confidentiality at all times and calm under pressure.
• Willing to learn, be pro-active, self-motivated and able to use your own initiative.
• Confident with IT, including Outlook, Word and Excel. 
• Be flexible, 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 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

Our perks and benefits:

• Starting up to £32,000
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free 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 (Subject to availability)
• 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 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.