Cash Operations Administrator

AJ Bell; Salford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading investment platform in the UK is seeking a motivated individual for the Cash Operations team. The role involves processing fund movements, ensuring compliance with regulations, and providing customer service. Required qualifications include a minimum of 5 GCSEs including Maths and English, along with strong numerical and communication skills. The position offers a hybrid working model, enhancing work-life balance while supporting professional development.

Benefits

Starting salary of £25,400

25 days holiday increasing to 31 days

Pension scheme with matched contributions

Discretionary bonus scheme

Annual free share awards

Health Cash Plan

Discounted private healthcare

Free on-site gym

Employee Assistance Programme

Enhanced parental leave

Personal development programmes

Qualifications

• Minimum 5 GCSEs with Maths and English.
• Excellent numerical skills required.
• Interest in financial services is desirable.

Responsibilities

• Process movements of customer funds and payments.
• Instruct cash movements on online banking systems.
• Ensure Client Money is processed safely.

Skills

Excellent numerical ability

Strong communication skills

Competent IT skills

Ability to work under pressure

Education

5 GCSE's grades 9-4 (A*-C) including Maths and English

Tools

Excel

Job description

We are now looking to recruit a hardworking, articulate individual to join our Cash Operations team.

The Cash Operations provide effective cash management and accurate record keeping for funds moving into and out of the Platform for our clients.

This role is key to ensuring customers are serviced efficiently and that AJ Bells records are accurate at all times to ensure all client money is protected according to FCA regulations. The Administrator will work closely with other team members to support team performance in achievement of all SLAs and KPIs through effective delivery of the workflows in line with procedures and controls.

This role also supports other teams across AJ Bell by providing service and answering queries.

What does the job involve?

• Facilitating, instructing and processing the movement of funds between customer own accounts, internal company bank accounts and external Investment Partners and Banks
• Instructing cash movements on the online banking systems & identifying/applying incoming payments
• Ensure all funds relating to Client Money are processed and adequately protected

What you'll have:

• You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
• Excellent numerical ability
• Strong communication skills, both written and verbal.
• Competent IT skills including experience working with Excel
• Ability to work to deadlines and under pressure, at times unsupervised
• Experience of financial services, or a keen interest in it, is desirable

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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 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 salary of £25,400 (depending on experience)
• 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
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• 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
• 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

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.