Banking Clerk

Role summary

Banking Clerk is a role at AJ Bell in Manchester, England, United Kingdom (hybrid). Posted 2026-08-25. Experience level: 0-2. No degree required.

Job title

Banking Clerk

Company

AJ Bell

Location

Manchester, England, United Kingdom

Work arrangement

hybrid

Category

Administrative

Experience level

0-2

Degree required

No

Date posted

2026-08-25

Job description

Job Description

We’re looking for a Banking Clerk to join our Finance team in Manchester, supporting day‑to‑day banking, cash processing, and regulatory reporting.

At AJ Bell, accurate control of cash and banking activity is critical to how we operate. This role is suited to someone with hands‑on experience in cashbooks or banking operations who enjoys detailed, structured work and takes pride in accuracy and control.

What you’ll be doing

Monitoring corporate bank accounts and reviewing daily transactions

Matching and recording bank transactions in the finance system

Reconciling cashbooks to bank statements on a weekly and monthly basis

Preparing cash flow forecasts and cash balance analysis

Accurate processing and reconciliation of employee expenses, and corporate and director level credit cards

Arranging payments in line with agreed processes such as sundry, credit cards, staff expenses, transfer offers and compensations to clients.

Investigating and resolving reconciliation breaks

Completing daily treasury and regulatory reporting

Responding to finance inbox queries and supporting audit requests

Actively contribute to month‑end routines across cash and reconciliations

What we’re looking for

Strong attention to detail with good reconciliation skills

Experience working with an ERP system (NetSuite or similar preferred)

Experience using an Employee Expense system (Emburse professional or equivalent preferred)

A high level of accuracy, organisation and attention to detail

A methodical, organised approach to work

Comfortable working to deadlines in a control‑driven environment

Requirements

6 GCSE’s minimum grade C including Maths and English (or equivalent)

Experience in a banking, cashbook, or transactional finance role

About AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.

We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

Salary £28,000 - £30,000 per annum, depending on experience

25 days holiday, increasing with service + buy/sell scheme + bank holidays

6% Pension with matched contributions

Discretionary bonus scheme

Share schemes (including free shares and BAYE)

Health Cash Plan and discounted private healthcare

Free onsite gym

Enhanced family leave (subject to qualifying criteria)

Travel and bike loan schemes

Employee Assistance Programme

Life at AJ Bell

Regular social events including summer and Christmas parties

Learning and development opportunities tailored to you

Casual dress code

Friendly, supportive team environment

Our ways of working

We offer hybrid working, with 3 days in office, 2 days at home per week.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Business Areas: Finance and Commercial

Location: Manchester

Department: Finance

Compensation: GBP 28000 - GBP 30000 - yearly