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Customer Services Administrator

AJ Bell
Manchester, GBR
Full-time
Mid
Hybrid
Discovered 4 days ago

Full Job Posting

About AJ Bell

At AJ Bell, we believe investing should feel good.

Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, more than 762,000 customers trust us to manage over £121.5 billion in 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 a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

  • Starting salary of £26,000, with the potential for a higher starting salary depending on relevant financial services experience
  • 25 days' holiday, increasing with service, plus a buy/sell scheme and 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
  • A friendly and supportive team environment
  • Our ways of working
  • At AJ Bell, our people are at the heart of our culture. We believe in building strong connections by working together.
  • Our Customer Services Administrator roles are hybrid, with 3-4 days per week in the office. For new team members, the first three months are spent full-time in the office. This gives you the opportunity to immerse yourself in the business, build your knowledge and get to know your colleagues as you settle into your role.
  • Inclusion & diversity
  • We're committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.
  • We welcome applications from people of all backgrounds and make hiring decisions based on skills, experience and potential.
  • Your application, reviewed by people
  • We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.
  • Agency information
  • This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.

Qualifications

  • We're looking for people who are curious, organised and keen to learn. You don't need to have worked in financial services before. We're more interested in your potential, your attitude and your ability to learn.
  • A minimum of 5 GCSEs at grades 9-4 (A-C), or equivalent, including Maths and English
  • Good numerical ability and attention to detail
  • Strong written and verbal communication skills
  • Competent IT skills, including experience using Excel
  • The ability to organise your workload, meet deadlines and work independently when needed
  • A positive attitude and willingness to learn
  • An interest in financial services and in helping us deliver a great experience for our customers
  • Where could this role take you?
  • This is an opportunity to start building a long-term career at AJ Bell.
  • With opportunities across a range of Client Servicing teams, you'll have the chance to learn about different areas of our business and develop skills that can take you in many different directions.
  • You could start in one area and, as your knowledge and experience grow, explore new opportunities across Client Servicing or the wider business.
  • We're continuing to grow, with multiple opportunities available across our teams, and inductions for new starters taking place every three weeks.

Preferred Qualifications

  • Previous experience in financial services, administration or customer service is helpful, but it's not essential. Full training and support will be provided.

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