Dealing Services Agent

2 weeks ago


Manchester, United Kingdom AJ Bell Full time

Our Dealing Services team is expanding 

At AJ Bell were in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stock market and other investments and our Dealing Services Teams are there to help them.

Do you have a passion for trading and investing Could you be our next Dealing Services Agent helping AJ Bell customers execute their deals We are looking to recruit hardworking articulate individuals who will play a key role in providing our awardwinning service to our customers. 

We have big growth plans with multiple opportunities available. Inductions will take place for these roles fortnightly.

What does the job involve

  • Our Dealing Services Agents support customers by phone email and secure message placing and executing deals over the phone ensuring that the highest level of customer service is provided at all times.
  • Were recognised for our great customer service and this role is pivotal in dealing with and answering a variety of queries in a timely and professional manner. 
  • Youll be taking inbound calls and also responding to incoming emails with all aspects of the work carried out in line with service level agreements and our compliance policies. 

Youll enjoy a comprehensive structured training programme and ongoing support to enhance your knowledge and experience.

Career progression is something we pride ourselves on here at AJ Bell and when you are ready we will help you take your career to the next stage. We also offer paid study support for professional qualifications. 

What were looking for:

  • Dealing experience is not essential but a keen interest and knowledge in trading is beneficial
  • You will have a minimum of 5 GCSEs grades 94 (A*C) or equivalent including Maths and English
  • The ability to demonstrate excellent customer service skills
  • A polite and professional telephone manner 
  • Strong communication skills both written and verbal
  • Competent with Microsoft Word Excel and Outlook
  • Ability to work under pressure and meet deadlines

This role is 40 hours per week with varied shift patterns on a rota basis covering opening times; Monday to Friday 8am till 9pm and to include some bank holidays. 

About us: 

AJ Bell is one of the fastestgrowing investment platform businesses in the UK offering an awardwinning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 542000 customers using our awardwinning platform propositions to manage assets totalling more than 86.5 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.

Headquartered in Manchester with offices in central London and Bristol we now have over 1450 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years.

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:

  • Stating salary of 27398
  • Starting holiday entitlement of 25 days increasing up to 31 days with length of service
  • Holiday buy and sell scheme
  • A choice of pension schemes with matched contributions up to 6%
  • Discretionary bonus scheme
  • Annual free share awards scheme
  • Buy As You Earn (BAYE) Scheme
  • Health Cash Plan provided by SimplyHealth
  • Discounted private healthcare scheme and dental plan
  • Free gym membership with an onsite gym providing a wide range of free classes
  • Employee Assistance Programme
  • Bike loan scheme
  • Sick pay pledge
  • Enhanced maternity paternity and shared parental leave
  • Discounted nursery fees at Kids Planet on Exchange Quay
  • Loans for travel season tickets
  • Death in service scheme
  • Paid time off for volunteer work
  • Charitable giving opportunities through salary sacrifice
  • Calendar of social events including monthly payday drinks annual Christmas party summer party and much more
  • Parking at Exchange Quay
  • Personal development programmes built around you and your career goals including access to personal skills workshops
  • Ongoing technical training
  • Professional qualification support
  • Talent management programmes
  • Peer recognition scheme with rewards including restaurant and shopping vouchers or time off
  • Monthly leadership breakfasts and lunches
  • Casual dress code
  • Access to a range of benefits from our sponsorship deals

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.

If you like the sound of the above or just want to know more about the company and the role wed love to speak to you.


Remote Work :

No


Employment Type :

Fulltime



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