Full-Time
Business Analyst
Posted on 3/19/2025
AJ Bell
501-1,000 employees
Online investment platforms and stockbroking services
No salary listed
Bristol, UK + 1 more
More locations: Manchester, UK
Minimum of 50% of working time must be spent in the office.
Minimum of 50% of working time must be spent in the office.
Minimum of 50% of working time must be spent in the office.
 Business & Strategy (2) |
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- Proven experience as a Business Analyst, leading significant projects and supporting team delivery.
- Strong understanding of SDLC and experience in delivering digital change initiatives.
- Demonstrated expertise in delivering process improvement initiatives, identifying inefficiencies, and implementing effective solutions.
- Experience working closely with Product Owners, development teams and other business stakeholders.
- Proficiency in gathering and documenting business requirements using various techniques.
- Experience of facilitating and managing workshops and meetings (virtual or in-person)
- Familiarity with software concepts such as APIs, databases, and user interfaces.
- Excellent communication skills, capable of engaging technical and non-technical stakeholders.
- Ability to foster collaboration and guide junior team members without direct line management responsibilities.
- Take ownership of key business analysis initiatives, working collaboratively to ensure project delivery aligns with strategic goals.
- Provide mentorship and guidance to junior Business Analysts, sharing best practices and supporting their development within project teams.
- Collaborate with stakeholders across the organization to understand business needs and define requirements.
- Conduct thorough analysis of operational workflows to identify inefficiencies, bottlenecks, and areas for improvement, and drive the implementation of solutions that align with business objectives.
- Translate complex business requirements into user stories and acceptance criteria to support effective solution development.
- Work closely with development teams and third-party vendors to deliver solutions that meet business objectives.
- Help define and uphold Business Analysis standards and methodologies within the organization.
- Experience in the financial services industry is desirable.
- Knowledge of BPMN is desirable.
AJ Bell provides online investment platforms and stockbroker services in the UK for both direct-to-consumer (D2C) clients and financial advisers. It offers Self-Invested Personal Pensions (SIPPs), Individual Savings Accounts (ISAs), and general investment accounts through its platforms, allowing users to buy, hold, and manage a wide range of investments. The platform charges administration fees, transaction fees, and earns interest on client cash balances, with revenue tied to user activity and account sizes. What sets AJ Bell apart is its dual-market approach, serving both retail investors and advisers with competitive pricing and a user-friendly experience, plus a broad suite of investment options. The company’s goal is to grow its customer base and assets under administration by expanding the number of clients and the value of their accounts.
Company Size
501-1,000
Company Stage
IPO
Headquarters
Salford, United Kingdom
Founded
1995
Simplify's Take
What believers are saying
- Sarah Coles joining in April 2026 strengthens AJ Bell's investor education and content engine.
- The March 2026 tax-free cash tracker reduces adviser telephone calls and improves workflow efficiency.
- The 2026 VML UK CRM transformation can boost conversion and retention through personalization.
What critics are saying
- Hargreaves Lansdown's hiring of Sarah Coles weakens AJ Bell's retail content differentiation.
- Platform fees face relentless commoditization as rivals match SIPPs, ISAs, and cash hubs.
- Global ex-US fund flows can divert assets from AJ Bell's default mainstream products.
What makes AJ Bell unique
- AJ Bell operates both direct-to-consumer and adviser platforms across SIPPs, ISAs, and dealing accounts.
- It holds over £108.7 billion of customer assets and serves 723,000 customers.
- Which? recommended AJ Bell for seven straight years, reinforcing its low-cost trust position.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Paid Vacation
Paid Sick Leave
Paid Holidays
Sabbatical Leave
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Performance Bonus
Employee Stock Purchase Plan
Relocation Assistance
Parental Leave
Fertility Treatment Support
Childcare Support
Professional Development Budget
Conference Attendance Budget
Wellness Program
Mental Health Support
Gym Membership
Phone/Internet Stipend
Home Office Stipend
Legal Services
Employee Discounts
Company Social Events
Company News
Home " News " Latest news " UK National Parks partner with AJ Bell Futures Foundation to launch the AJ Bell Travel Fund. New travel fund helps young people access outdoors. The AJ Bell Travel Fund commits £240,000 over two years to support young people's access to UK National Parks The fund will remove travel cost barriers for 3700 young people. * AJ Bell Futures Foundation commits £240,000 over two years to support young people's access to UK National Parks * New AJ Bell Travel Fund will enable up to 3,700 young people annually to visit National Parks, removing cost barriers * Partnership supports ambition to engage 150,000 young people each year with nature, skills development and greener futures National Parks Partnerships (NPP) today announces that the AJ Bell Futures Foundation has joined as a new partner of UK National Parks, committing to support programmes that connect young people with nature and expand access to the UK's 15 National Parks, including Northumberland National Park Authority. As part of the partnership, the AJ Bell Futures Foundation will provide an annual donation of £120,000 in 2026 and 2027 to the UK National Parks Foundation. This funding will support UK National Parks' ambition to engage around 150,000 young people each year, helping to widen access for those from less advantaged backgrounds. The partnership will see the launch of the AJ Bell Travel Fund, designed to remove one of the biggest barriers to access: the cost of travel. The fund will enable thousands of young people to visit National Parks and benefit from nature-based experiences and skills development opportunities. The UK's National Parks were created 75 years ago to serve both people and place. Today, they remain vital spaces for learning, discovery and inspiration. Through dedicated learning and engagement teams, they provide school visits, community sessions and educational trips that help young people develop a deeper understanding of the natural world while building practical skills for a greener future. Funding from the AJ Bell Futures Foundation will directly support these learning and development activities, including travel grants across all 15 National Parks. The AJ Bell Travel Fund is expected to support access for up to 3,700 young people each year, particularly those who might otherwise be unable to experience these landscapes. This new partnership builds on the AJ Bell Futures Foundation's wider charitable work. Since its launch in 2023, the Foundation has donated £1.5 million to charitable initiatives and supported more than 175,000 people through its principal partner charities. It has also extended partnerships with Smart Works and IntoUniversity, while continuing to work with local organisations such as Stop.Breathe.Think, Empower Youth Zone and Little Green Sock. AJ Bell employees have also contributed over 2,000 hours of volunteering in support of community initiatives, and this partnership will further strengthen that commitment. Ryan Hughes, AJ Bell Futures Foundation trustee, said: "Northumberland National Park is delighted to be working with UK National Parks in a partnership which will broaden the Foundation's efforts to open up new opportunities for young people, allowing them to develop useful skills and build the confidence to take on new challenges. "UK National Parks engages in an educational programme to support future generations, some of which come from under-represented communities, by giving them access to National Parks, and the Foundation's donation will enable them to reach more young people through the launch of the AJ Bell Travel Fund. "The AJ Bell Futures Foundation and UK National Parks share a commitment to promoting better futures. Our new partnership will complement ongoing work with the Foundation's other primary partners IntoUniversity and Smart Works in supporting people from less advantaged backgrounds to overcome barriers to success." Gordon Watson, Chair of UK National Parks Foundation and CEO of Loch Lomond and the Trossachs National Park, added: "Too many young people don't have access to the life-changing experiences its National Parks offer because of the cost of getting there. The AJ Bell Travel Fund is a significant contribution to help expand the work all its National Parks are doing in breaking down that barrier. It will enable thousands more young people, particularly those from less advantaged backgrounds, to access these inspiring spaces and have a real connection with nature. "By opening the door to nature, we're not only helping young people build confidence, skills and wellbeing, but also inspiring the next generation to value and care for these protected landscapes. This partnership is an investment in both people and nature, ensuring our National Parks remain relevant, inclusive and accessible to all." Rosie Thomas, Director Business Development Northumberland National Park Authority added: "Young people across Northumberland and the wider North East face real challenges in accessing its National Parks, particularly when the cost of travel puts visits out of reach. The AJ Bell Travel Fund will help remove that barrier, enabling more young people from its region to travel to and experience these landscapes on their doorstep. "By improving access, we can engage more young people from the North East with National Parks and support their support wellbeing and raise their aspirations. Reaching this younger generation is essential to the long-term future of our National Parks and the role they play in our communities."
AJ Bell hires Hargreaves Lansdown's Coles. Sarah Coles joins as head of personal finance at AJ Bell, following an eight-year career at HL 14 April 2026 AJ Bell has appointed Sarah Coles as the new head of personal finance, where she will be responsible for producing analysis and content for AJ Bell customers. Coles joins after an eight-year stint at Hargreaves Lansdown, where she served as the head of personal finance and an analyst. Before that, she spent nearly a decade as an editor and journalist, working for Bloomberg and Moneywise, among other publications. Commenting on the appointment, Coles said she is "excited" to start at AJ Bell. "At such an uncertain time, it's vital that people have trusted voices they can rely on to help them with difficult choices, so it's a real privilege that AJ Bell is giving me this opportunity." Mike Glenister, head of PR at AJ Bell, added: "Sarah is one of the UK's most respected personal finance commentators and brings a wealth of industry experience, so we're really excited to have her join AJ Bell's brilliant team of financial experts." MORE ARTICLES ON
AJ Bell launches tax-free cash tracker to save 100 days of adviser telephone calls a year. Mar 17, 2026 Press contacts Further Information Established in 1995, AJ Bell is one of the largest investment platforms in the UK, operating at scale in both the advised and direct-to-consumer markets. Its purpose is to help people invest by providing them with easy access to Pensions, ISAs and General investment accounts, great customer service and competitive charges. AJ Bell is headquartered in Manchester, UK, with offices in London and Bristol. Its platform propositions offer a wide range of simple, low-cost investment solutions including shares and other instruments traded in the UK and other major stock exchanges around the world, as well as its own range of AJ Bell funds. In the advised market, Headlinemoney offer AJ Bell Investcentre, its full-service proposition, alongside AJ Bell Touch, a simplified app-based proposition enabling a fully digital service model, and AJ Bell Custody Solutions, which provides flexible, low-cost, white-labelled investment management. In the D2C market Headlinemoney offer AJ Bell, its low-cost, full-service proposition and AJ Bell Dodl, a low-cost investment app that offers a simplified investment journey. Headlinemoney offer SIPPs, ISAs and General Investment / Dealing Accounts which provide access to a broad investment range including shares and other instruments traded on the major stock exchanges around the world, as well as all mainstream collective investments available in the UK and its own range of AJ Bell funds. Headlinemoney also offer a Cash savings hub which provides access to a range of competitive savings accounts to help people manage their cash savings. Press Team of the Year in 2020 and 2025, Thought Leadership Media Campaign in 2024 and 2025, and Expert of the Year 2020 at the Headlinemoney Awards.
AJ Bell ranked best ISA provider in which? customer scores. Mar 16, 2026 Press contacts Further Information Established in 1995, AJ Bell is one of the largest investment platforms in the UK, operating at scale in both the advised and direct-to-consumer markets. Its purpose is to help people invest by providing them with easy access to Pensions, ISAs and General investment accounts, great customer service and competitive charges. AJ Bell is headquartered in Manchester, UK, with offices in London and Bristol. Its platform propositions offer a wide range of simple, low-cost investment solutions including shares and other instruments traded in the UK and other major stock exchanges around the world, as well as its own range of AJ Bell funds. In the advised market, Headlinemoney offer AJ Bell Investcentre, its full-service proposition, alongside AJ Bell Touch, a simplified app-based proposition enabling a fully digital service model, and AJ Bell Custody Solutions, which provides flexible, low-cost, white-labelled investment management. In the D2C market Headlinemoney offer AJ Bell, its low-cost, full-service proposition and AJ Bell Dodl, a low-cost investment app that offers a simplified investment journey. Headlinemoney offer SIPPs, ISAs and General Investment / Dealing Accounts which provide access to a broad investment range including shares and other instruments traded on the major stock exchanges around the world, as well as all mainstream collective investments available in the UK and its own range of AJ Bell funds. Headlinemoney also offer a Cash savings hub which provides access to a range of competitive savings accounts to help people manage their cash savings. Press Team of the Year in 2020 and 2025, Thought Leadership Media Campaign in 2024 and 2025, and Expert of the Year 2020 at the Headlinemoney Awards.
AJ Bell expands Gilt MPS range. Gilt MPS 4 holds four gilts maturing between 2026 and 2029 AJ Bell has launched a further portfolio within its Gilt MPS range, investing in gilts maturing between 2026 and 2029. Gilt MPS 4 adds to the existing three portfolios within the range, which is aimed at advisers looking to build tax-efficient cashflow solutions for clients. From January, the Gilt MPS 1 portfolio will no longer be available to invest in with one of its two issues set to mature. "Since launching the MPS earlier this year, advisers have told us of the increasing need for clients to be flexibility invested in lower risk assets that provide cash-like returns, something that is particularly helpful for investors in the decumulation phase," said Ryan Hughes (pictured), AJ Bell Investments managing director. "On top of this, record high markets have fuelled an appetite to diversify client portfolios and invest as tax efficiently as possible. "Short-dated, low coupon gilts trading below par in particular offer an extremely attractive option for clients, with the tax advantaged treatment of gains at redemption making them a compelling alternative to cash or near-cash assets for clients seeking risk free returns. "As the Bank of England base rate eventually comes down and cash interest rates follow, advisers are well positioned to support clients looking for alternative ways to protect their wealth while earning a secure return in a highly tax efficient manner. This is particularly relevant for higher and additional rate taxpayers when considering the gross equivalent yield versus a savings account."