Revenue Assurance Manager

AJ Bell Management Limited; Salford; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading investment platform company in the UK seeks a Revenue Assurance Manager to lead a team ensuring pricing accuracy and compliance with regulations. This role involves overseeing critical pricing changes, analyzing data, and managing cross-functional projects to drive continuous improvement and enhance customer outcomes.

Benefits

Starting holiday entitlement of 27 days, increasing to 31 days

Pension schemes with matched contributions up to 6%

Discretionary bonus scheme

Annual free share awards scheme

Health Cash Plan

Discounted private healthcare scheme

Free gym membership

Enhanced maternity, paternity, and shared parental leave

Access to personal development programmes

Casual dress code

Qualifications

• Detail-oriented with advanced Excel and Power BI skills.
• Proven team leadership experience with strong performance management skills.
• Familiarity with UAT, internal controls, and regulatory compliance.

Responsibilities

• Oversee pricing changes and system upgrades across the business.
• Lead and develop the Revenue Assurance team.
• Analyze data for trends and deliver actionable insights.

Skills

Analytical skills

Project management

Communication

Leadership

Tools

Excel

Power BI

Job description

We’re looking for a Revenue Assurance Manager to join our growing team at AJ Bell.This is a high impact role where you’ll lead a team responsible for ensuring fees are charged accurately, controls are robust, and customer outcomes are fair and compliant with Consumer Duty.

What you’ll be doing:

• Oversee the delivery of pricing changes, system upgrades, and fee updates across the business, ensuring full alignment with policies and regulatory expectations.
• Analyse data to spot trends, highlight issues, and deliver actionable insights using tools like Excel and Power BI.
• Support the Pricing Change Working Group and contribute to meeting preparation, test result reviews, and stakeholder training.
• Coordinate cross functional projects and stakeholder engagement, managing everything from UAT testing to final documentation.
• Ensure departmental processes are clearly defined, documented, and consistently followed.
• Lead, coach, and develop the Revenue Assurance team, managing resourcing, performance reviews, training, and day-to-day operations.
• Drive a culture of continuous improvement by identifying risks, implementing controls, and recommending process enhancements.

What we’re looking for:

• Detail-oriented and analytical, with the ability to turn large data sets into meaningful insights.
• Advanced Excel skills; Power BI experience is a strong advantage.
• Familiarity with UAT, internal controls, pricing structures, and regulatory compliance.
• Proven team leadership experience with a strong track record of performance management, coaching, and development.
• Skilled in managing multiple projects and priorities with tight deadlines.
• Strong communicator with the ability to build relationships across a variety of teams and seniority levels.
• Confident in challenging existing processes and suggesting improvements.

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’ forsix consecutive yearsand in 2024 named a Great Place to Work.

Our perks and benefits

• Starting holiday entitlement of 27days, increasing up to 31 days with length of service plus 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 gym membership
• Employee Assistance Programme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• 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
• 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 a minimum of 50% of your working time per month in the office. For new team members, an initial period will be 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.