AJ Bell
Pete Daly is an experienced administrator currently serving as an ISA/GIA Cash Transfers Out Administrator at AJ Bell since February 2023. Prior to this role, Pete worked at Pension Works as Administrative Support, where responsibilities included liaising with pension providers and managing information requests. At The Claims Guys, Pete held multiple positions including Processing Training Officer, where training materials were updated, and FCA regulatory training sessions were delivered, and Processing Quality Assurance Officer, overseeing compliance and performance standards for agents. Pete's early career included roles in collections and customer service, showcasing a well-rounded background in administration and client support. Educational credentials include attendance at Staffordshire University, St. Anselm's College, and Wirral Met College.
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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.