Project Manager

AI overview

Lead the timely delivery of complex business-led projects while collaborating with cross-functional teams in a dynamically evolving financial environment.

We're now recruiting a new Project Manager to be responsible for the timely and effective delivery of business-related projects and change, in support of AJ Bell’s strategic objectives.

The role is to deliver projects and change through the entire delivery life cycle; from inception through to go-live and post implementation. Change is predominantly business-led with an emphasis on financial regulation therefore experience of financially regulated environment is essential. Deliverables must meet the key requirements of Proposition, Service and Price at the heart of The AJ Bell Way and in line with the guiding principles.

AJ Bell is a dynamic and growth-oriented business, you will work with an experienced and ambitious team, who are passionate about delivering the Group’s purpose to help people invest.

We're now recruiting a new Project Manager to be responsible for the timely and effective delivery of business-related projects and change, in support of AJ Bell’s strategic objectives.

The role is to deliver projects and change through the entire delivery life cycle; from inception through to go-live and post implementation. Change is predominantly business-led with an emphasis on financial regulation therefore experience of financially regulated environment is essential. Deliverables must meet the key requirements of Proposition, Service and Price at the heart of The AJ Bell Way and in line with the guiding principles.

AJ Bell is a dynamic and growth-oriented business, you will work with an experienced and ambitious team, who are passionate about delivering the Group’s purpose to help people invest.

What does the job involve?

  • Manage the delivery of multiple projects and changes, often with a strong emphasis on financial regulation or operational process and systems
  • Delivery of complex business-led change, across multiple sites and functions, mixing internal Agile development with 3rd party supplier development and process-driven change
  • Establish and maintain effective and trusted relationships with internal Business and IT project stakeholders and external 3rd party suppliers
  • Co-ordinate and drive collaboration of project and change resources to get the best from stakeholders
  • Production and agreement of project and change scope and optimised delivery plans and responsibility for leading and managing teams to these plans
  • Regular reporting on delivery status to sponsors, stakeholders and executive management board
  • Identification and management of risks, issues, and dependencies, plus assessment of consumer outcome risks posed by the change
  • Produce and monitor resource forecasts and budgets and, where change to the terms of reference is required, follow appropriate change control
  • Mentoring of junior project managers and new team members

About you:

  • You'll have the ability to quickly understand technical and business topics
  • Use of sound judgement to determine when it is necessary to escalate through established escalation channels in a timely manner
  • Experience of delivering in a financially regulated environment
  • Pragmatic approach to delivery of projects and change
  • PRINCE2 Foundation and Practitioner certification or equivalent e.g. PMP
  • Experience of multiple project delivery methodologies e.g. Agile, SDLC, SAFe
  • Experience of Jira and Confluence desirable
  • Experience of delivering in a financially regulated environment desirable
  • Financial services industry knowledge, e.g. pensions, investments and stockbroking, would be desirable
  • Strong verbal and written communication skills
  • Ability to build and manage effective relationships
  • Good business/commercial knowledge
  • Analytical skills/problem solving
  • Planning and organisational skill
  • High attention to detail

Qualifications

  • PRINCE2 Foundation and Practitioner certification or equivalent e.g. PMP

About us:

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, and this is reflected in our guiding principles.

Our perks and benefits

  • Competitive starting salary
  • Starting holiday entitlement of 26 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
  • A choice of pension schemes with matched contributions up to 7% (Increasing with length of service)
  • Discretionary bonus scheme
  • Annual free share awards scheme
  • Buy As You Earn (BAYE) Scheme
  • Health Cash Plan – provided by SimplyHealth
  • Private healthcare scheme and dental plan
  • Free gym membership
  • Employee Assistance Programme
  • Bike loan scheme
  • Sick pay+ pledge
  • Enhanced maternity, paternity, and shared parental leave
  • Loans for travel season tickets
  • Death in service scheme
  • Paid time off for volunteer work
  • Charitable giving opportunities through salary sacrifice
  • Calendar of social events, including annual Christmas party, summer party and much more
  • Ongoing technical training
  • Professional qualification support
  • Talent development programmes
  • Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
  • Monthly leadership breakfasts and lunches

Hybrid 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 a minimum of 60% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

Perks & Benefits Extracted with AI

  • Education Stipend: Professional qualification support
  • Equity Compensation: Annual free share awards scheme
  • Health Insurance: Private healthcare scheme and dental plan
  • Learning Budget: Ongoing technical training
  • Leadership breakfasts and lunches: Monthly leadership breakfasts and lunches
  • Paid Parental Leave: Enhanced maternity, paternity, and shared parental leave
  • Paid Time Off: Starting holiday entitlement of 26 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
  • Wellness Stipend: Employee Assistance Programme

We're now recruiting a Head of Customer Marketing (D2C) to be responsible for the acquisition, engagement and analysis of customers across the AJ Bell retail platform, taking ownership for the deployment of the company’s acquisition strategy, with a lens on delivering excellent customer outcomes and marketing budget. Working directly with the Head of Brand and Marketing Director, the role requires an excellent understanding of brand, marketing and customer behaviours in a digital marketing environment. The position is a strategically senior role, leading the setting of acquisition budgets, communication with customers, deployment of marketing spend and analysis of customer data whilst providing leadership of the retail customer team.What does the job involve?Overall responsibility for creation and deployment of customer acquisition budgetsResponsibility for retail customer communications strategy, with a focus on giving clear and accurate informationLeadership of retail customer team.Deployment of marketing spend to achieve agreed customer acquisition and cross-sell targetsAnalysis of customer behaviour trends, including presentations to executive management and BoardOwnership of media buying agency relationshipOwnership of internal relations with Brand, Product, Strategic Partnerships and Strategic Planning & GovernanceInteraction with Strategic Partnerships on customer pricing and retention strategiesSupporting and enabling the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.Key Responsibilities:Execution of customer acquisition strategy, in line with regulatory requirementsWorking with Brand to maximise new funded customer conversionsDelivery of customer communicationsManagement of customer marketing teamReporting and development of customer behaviour modelsParticipation in senior management function for D2C platformCreation and delivery of MI reports for areas of responsibilityAbout you:You'll have the ability to acquire customers effectively in a heavily regulated environmentExcellent knowledge of customer marketing techniques in a digital marketing settingStrong leadership skills and ability to drive results against agreed budget envelopesAbility to negotiate effectively with external partiesEffective management of internal relationships across both D2C and Advised platformsAbility to anticipate trends in customer needsExcellent statistical knowledge and ability to communicate complex data effectively.Strategic planning skillsAbout us: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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.What we offer:Starting salary of £90,000 - £110,000 (DOE)Generous holiday allowance increasing up to 31 days with service, plus bank holidaysHoliday buy/sell schemeHybrid working policyCasual dress codeDiscretionary bonusContributory pension schemeHealthcare Cash PlanBuy as you earn share schemeFree annual share schemePaid study support for qualificationsEnhanced maternity/paternity scheme from day oneBike loanSeason ticket loan portalDiscounted PMI and DentalFree gymPaid volunteering opportunities, free social events and moreAJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

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