Job Description
The purpose of the role is to provide administration support for transfer‑in processes across our product offering.
Responsibilities
* Handling communications between customers, third parties, and other business areas.
* Administering transfer cases.
* Maintaining accurate records on our databases and consistently monitoring the progress of cases.
* Producing letters and emails.
* Working efficiently with internal systems.
Knowledge & Experience
* Minimum 5 GCSEs grades 9‑4 (A*‑C) or equivalent, including Maths and English.
* Ability and commitment to deliver excellent customer service.
* Strong communication skills, both written and verbal.
* Competent IT skills, including Word, Excel and Outlook.
* Ability to work to deadlines and under pressure, at times unsupervised.
Perks & Benefits
* £25,400 annual salary (pro‑ratio).
* Generous holiday allowance plus bank holidays.
* Casual dress code.
* On‑site gym and personal trainer‑led classes.
* Paid volunteering opportunities.
* Free social events and more.
This role will be Monday – Friday 08:45 – 17:15, with potential to work Saturdays if preferred.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
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