AJ Bell
Rebecca Tomlinson serves as a Platform Investments Manager at AJ Bell, where employment has spanned from May 2018 to the present, focusing on trade support and middle office activities. Previous roles within AJ Bell include Team Leader and Senior Administrator in the Platform Investments department. In addition to experience at AJ Bell, Rebecca has worked as a Platform Systems Administrator at Brite Advisors and as an Operations Analyst at Bank of America Merrill Lynch, where responsibilities involved EMIR Delegated Reporting and MiFID II Assisted Reporting. Early career positions include Business Finance Analyst at Mencap and Operations Analyst roles at Barclays UK and Barclays. Educational achievements include a Principles of Management and Leadership qualification from the Chartered Management Institute and an Investment Operations Certificate from The Chartered Institute for Securities & Investment.
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AJ Bell
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AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company's flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients' portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company's non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.