Job Description
We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available.
We have big growth plans with multiple opportunities available across a variety of teams and inductions will take place for these roles fortnightly.
Working in our Exchange Quay, Manchester office day to day responsibilities include processing customer requests, handling financial transactions, producing letters and emails, working efficiently with our internal systems and maintaining accurate records on our databases and resolving customer queries via phone and email.
Knowledge & Experience:
1. You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
2. Excellent numerical ability
3. Strong communication skills, both written and verbal.
4. Competent IT skills including experience working with Excel
5. Ability to work to deadlines and under pressure, at times unsupervised
6. Experience of financial services, or a keen interest in it, is desirable
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company, showing no signs of slowing down.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 and 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Our perks and benefits:
7. Starting salary of £25,400 (higher depending on related financial services experience)
8. Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
9. A choice of pension schemes with matched contributions up to 6%
10. Discretionary bonus scheme
11. Annual free share awards scheme
12. Buy As You Earn (BAYE) Scheme
13. Health Cash Plan – provided by SimplyHealth
14. Discounted private healthcare scheme and dental plan
15. Free on-site gym providing a wide range of free classes
16. Employee Assistance Programme
17. Bike loan scheme
18. Sick pay+ pledge
19. Enhanced maternity, paternity, and shared parental leave
20. Discounted nursery fees at Kids Planet on Exchange Quay
21. Loans for travel season tickets
22. Death in service scheme
23. Paid time off for volunteer work
24. Charitable giving opportunities through salary sacrifice
25. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
26. Parking at Exchange Quay (Subject to availability)
27. Ongoing technical training
28. Professional qualification support
29. Talent development programmes
30. Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
31. Monthly leadership breakfasts and lunches
32. Casual dress code
33. Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.