Reporting to the Customer Services Director, you’ll help drive operational excellence across one of the UK’s leading investment platforms, ensuring our customers receive consistently high-quality service while supporting the business to meet its regulatory obligations and strategic objectives.
This is a broad and influential role that combines leadership, governance, operational oversight, customer outcomes, fraud management, financial oversight and continuous improvement. You’ll work closely with senior stakeholders across Customer Services, Risk, Compliance, Finance, Product and Change, helping to ensure our processes are effective, our reporting is insightful, and our customers remain at the heart of everything we do.
You’ll also lead our Operational Fraud team, providing direction and oversight to fraud prevention, detection and investigation activities, while supporting the ongoing development of a strong risk and control environment across Customer Services.
What you’ll be doing{{:}}
What we’re looking for{{:}}
We’re interested in hearing from experienced leaders who have worked within regulated financial services environments and have a strong understanding of customer operations, governance and risk management.
You’ll bring{{:}}
Professional qualifications such as ICA, CISI, CII or equivalent are advantageous, although relevant experience is equally important.
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
Life at AJ Bell
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 50% of your working time 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.
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