Job Description
hackajob is collaborating with AJ Bell to connect them with exceptional professionals for this role.
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Job Description
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We’re looking for an Operational Oversight Manager at AJ Bell to ensure the effective operation of our Trustee Oversight function, reporting to the Senior Oversight Manager.
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In the role, you’ll ensure that robust systems, controls and governance are in place to manage associated risks, meet regulatory requirements and support AJ Bell’s long-term strategic objectives.
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What you’ll be doing:
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- Provide first line oversight of operational activities performed on behalf of the SIPP Trustee, ensuring appropriate controls and governance are in place to manage risk and ensure regulatory compliance.
- Collaborate with internal stakeholders to assess and monitor key processes related to SIPP administration (e.g., benefits processing, contributions, transfers).
- Ensure SIPP Trustee risks are identified, assessed, and accurately recorded.
- Maintain effective management information (MI).
- Conduct root cause analysis of exceptions and trends to inform risk management and drive continuous improvement.
- Track and monitor open actions, ensuring timely updates and appropriate closure.
- Monitor market developments and regulatory change, providing analysis and recommendations as appropriate.
- Contribute to change initiatives and process improvements, supporting the continuous enhancement of oversight activities in line with regulatory expectations, internal risk appetite, and business needs
- Lead and develop the team, fostering a culture of accountability, collaboration, and continuous improvement.
- Effectively manage resources to ensure the timely, accurate, and cost-effective completion of all oversight activities.
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What you’ll bring:
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- Proven experience of leading and developing teams, within a financial services environment
- A proactive, confident communicator at all levels
- CISI Investment Operations Certificate (IOC)
- Excellent organisational skills and attention to detail
- Timely and appropriate escalation
- Problem solving and decision making
- Planning, organisation, and time management
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About AJ Bell
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AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.
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Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.
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We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.
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What we offer
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- 27 days holiday, increasing with service + buy/sell scheme + bank holidays
- 8% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
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Life at AJ Bell
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- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
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Our ways of working
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We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.
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For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.
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Inclusion & diversity
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We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.
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We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
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