Investment Platform Associate

2 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Company Overview

AJ Bell Management Limited 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. With over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80 billion, we are committed to providing exceptional service and support to our clients.


About the Role

We are seeking a skilled Investment Platform Associate to join our team, responsible for supporting customers by phone, email, and secure message, placing and executing deals over the phone, ensuring the highest level of customer service is provided at all times. This role is pivotal in dealing with, and answering, a variety of queries in a timely and professional manner.


Required Skills and Qualifications

To be successful in this role, you will need to have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English. You must also possess excellent customer service skills, a polite and professional telephone manner, and be competent with Microsoft Word, Excel, and Outlook.


Benefits

We offer a generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays. Our contributory pension scheme, buy as you earn share scheme, bike loan, season ticket loan portal, discounted PMI and dental, and free social events make us a great place to work. Estimated salary: £28,000 - £35,000 per year.



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