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Reconciliations Team Leader

AJ Bell · Manchester

£35k3 weeks ago

HybridFull_timefinancial reconciliationsclient money operationssafe custody assets

Salary

£35k

Workplace

Hybrid

Employment

Full_time

Location

Manchester

Posted

3 weeks ago

Summary

The Reconciliations Team Leader leads daily reconciliation operations and provides technical ownership for reconciliation systems and controls at AJ Bell. The role manages and develops operational team members while overseeing client money, safe custody, SIPP, regulatory, risk and automation activities in a hybrid working environment.

Responsibilities

  • Lead daily client money and asset reconciliations
  • Oversee CASS funding and SIPP rebalancing activities
  • Investigate reconciliation breaks, exceptions, and funding exposures
  • Coach administrators through performance and development planning
  • Own reconciliation platform controls and automation changes
  • Support audits, governance, and regulatory remediation
  • Analyse management information and exception trends
root cause analysisCASSFCA requirementsCISI Investment Operations CertificateCASS moduleCII qualifications
financial reconciliationsclient money operationssafe custody assetsSIPP administrationoperational risk and controlsregulatory compliance