Jobs at AJ Bell

The Senior Conversion Rate Specialist drives D2C business enhancement by improving conversion rates through testing, user experience optimization, and collaboration with various teams.

Lead and deliver customer-focused marketing campaigns for a D2C investment platform to drive engagement, funding, retention and lifetime value. Use customer insight and performance data to optimise activity, manage commercial moments (eg tax year end), collaborate with cross-functional teams, coach a junior marketer, and ensure regulatory compliance while owning campaign performance and stakeholder relationships.

Design and own UX projects from research through implementation: create wireframes, prototypes, and iterative designs; coordinate with developers and UX researchers; run user testing; leverage AI tools to improve design and research; mentor junior designers; engage stakeholders and promote UX across the business.

The Revenue Assurance Manager oversees fee and interest changes, ensures compliance, manages stakeholder requests, leads a team, and improves processes.

Lead operational excellence for Customer Services at a UK investment platform. Oversee fraud prevention and investigations, regulatory compliance (Consumer Duty, complaints, vulnerable customers), management information and governance reporting, budget and productivity oversight, root-cause remediation, and stakeholder engagement to drive service quality, risk control and continuous improvement.

Support the Head of Investment Solutions in designing, implementing and maintaining AJ Bell discretionary managed portfolios and funds. Responsibilities include product governance, asset allocation, capital markets assumptions, portfolio implementation (fund trading and model updates), MI production, reporting, stakeholder engagement, training/mentoring staff, and ensuring regulatory compliance.

Lead engineering strategy and execution across multiple teams, coach leaders, improve delivery and operational excellence, enforce security and regulatory compliance, drive automation/AI-enabled tooling, and partner with Product, Design and vendors to deliver reliable, high-quality investment platform services.

Lead the migration of reporting from SSRS to Snowflake, design scalable data models and semantic layers, build performant SQL transformations, introduce best practices (version control, CI/CD, testing), mentor BI developers, and collaborate with stakeholders to modernise reporting and governance.

Support implementation and monitoring of the group's internal control framework by performing design and operating effectiveness testing, documenting findings, tracking remediation, advising control owners, supporting RCSAs, developing control indicators and continuous monitoring (including data analytics), and preparing MI for executive and board reporting.

The Transfer Out Senior Analyst will manage data cleansing, improve reporting, review processes, implement automation, and support audits. They will collaborate with teams to enhance service delivery and identify risks while ensuring compliance with FCA data requirements.

Lead first-line oversight of SIPP Trustee operational activities, ensuring controls, governance, risk identification, MI maintenance, root-cause analysis, regulatory monitoring, and continuous improvement. Manage and develop a team, track actions, support change initiatives, and ensure timely, accurate, cost-effective completion of oversight tasks.

Lead and develop engineering capabilities across integration, data, and Generative AI. Responsible for strategic direction, team leadership, and governance in a regulated environment.

The role involves providing telephone support to customers, answering queries, and maintaining compliance while offering excellent customer service. It is a 12-month placement for university students.

Lead the delivery of data intelligence and analytics for AJ Bell, manage a team, develop data strategies, and ensure compliance while enhancing data literacy.

Design, build, and maintain data assets, pipelines, and Power BI enterprise dashboards. Define data models and KPIs, support analysts, ensure data governance, testing, documentation, and stakeholder alignment to drive analytics and marketing capabilities.

The Business Analyst will investigate business functions, gather and analyze requirements, create specifications, and facilitate stakeholder meetings to support operational changes.

The Data Engineer will design and maintain the data infrastructure, develop data warehousing solutions, automate data pipelines, and ensure compliance with governance policies.

The Head of Legal will lead the legal function, advising on strategy and compliance in a regulated business, while fostering a high-performing legal team.

Lead a team of Business Analysts, driving business analysis services, engaging with stakeholders, and implementing organizational change to enhance AJ Bell's growth and cost targets.

The role entails managing a regional business plan, building partnerships with financial advisers, and promoting investment solutions to drive platform growth in the North West.