Teams at AJ Bell

Leads AJ Bell’s group-wide procurement strategy, team, supplier lifecycle, strategic sourcing, complex negotiations, contract management, cost savings, third-party risk governance, and supplier performance reporting. Partners with senior stakeholders and strategic suppliers to improve value, service, innovation, resilience, and customer outcomes. Requires significant senior procurement leadership experience in a regulated or complex environment, strong commercial acumen, leadership capability, and CIPS Level 6 or equivalent qualification.

Supports discretionary portfolio management through investment analysis, asset allocation, research interpretation, portfolio implementation, fund trading, governance, reporting, and regulatory oversight. The role develops capital market assumptions and management information, maintains investment policy statements, prepares committee materials and investor literature, and collaborates across the business to improve investment solutions and customer outcomes.

Owns key areas of Group and subsidiary statutory financial statements under IFRS and FRS 101. Responsibilities include preparing disclosures, coordinating external audits, researching accounting standards, producing technical accounting papers, supporting consolidation adjustments, improving reporting processes, and advising stakeholders. The role also supports junior colleagues and explores automation and AI to strengthen reporting controls and delivery.