Cash Operations Team Leader

We are looking to recruit a Team Leader for the Cash Operations Department

The Cash Operation Teams provide effective cash management for funds moving into and out of the Platform.

As a Team Leader you will manage and optimise workflows through the Cash Operation Teams as well as train, develop and coach team members to deliver the highest standard of operational service.

This role will also be the initial referral point for all technical queries from within the team and other teams.

• Ensuring that all team tasks are carried in an efficient and controlled manner with timely and accurate record keeping
• Ensuring all internal and external SLAs are met
• Development and production of effective KPI Data and MI to maximise productivity in the achievement of SLAs
• Ensure team procedures are up to date and in line with company standards
• Maintaining our high standards of customer service through carrying out regular QA checks and providing feedback
• Coaching and developing staff, including regular 121’s and performance reviews, ensuring that training needs are identified and addressed
• Continually review of existing risks and identify new risks as appropriate. Develop and maintain effective key controls to minimise risk to the business.
• Co-operate with all other teams to ensure efficient operating processes and a positive client experience
• Dealing with customer queries promptly and appropriately and prevent formal complaints where possible
• Always ensuring compliance with FCA Regulations, with breaches/suspected breaches reported to Line Manager immediately
• Support project implementations, fixes and upgrades through comprehensive testing of software and assisting with the definition of processes and procedures
• Perform ad hoc tasks as per the business needs as defined by the Cash Operations Manager and Head of Custody.
• All the above responsibilities must be carried out in line with our group procedures and within the spirit of our Guiding Principles.
• Ensuring all duties are carried out in full compliance with regulatory requirements, including consumer duty.
• Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience.
• Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment.

• Team Leading experience or significant experience of working in a senior financial services role.
• Demonstrable knowledge of the client money rules in relation to investment business (CASS)
• Knowledge of banking payment methods (such as BACS, Faster Payments, Debit Card, Cheques)
• CISI Investment Operations Certificate (IOC)

• Good product and system knowledge with previous experience in a cash/banking role
• Excellent verbal and written communication
• A proactive team player with a positive approach and the ability to enthuse and motivate others
• Ability to work in a deadline driven structured environment, unsupervised at times
• Ability to organise and prioritise both self and others
• Assertiveness and a keen eye for detail

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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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’ for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do,…