Cash Operations Administrator Full Time NEW

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 customers 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 AJ Bell

At AJ Bell, we believe investing should feel good. Whether you’re looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We’re one of the UK’s fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

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.

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.

What we offer

• Starting salary of £25,400 (can be higher dependent on financial services experience)
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 6% 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

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of 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.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.