Financial Services Advisor

4 days ago


Manchester, United Kingdom AJ Bell Management Limited Full time
About the Company

AJ Bell Management Limited is a fastest-growing investment platform business in the UK, offering award-winning solutions for professional financial advisors and DIY investors. Our award-winning platform propositions cater to everyone, with over 528,000 customers managing assets totalling more than £83 billion.

Job Description

This is an exciting opportunity for a Financial Services Advisor to join our Adviser Support team. As a key member of our client services department, you will be responsible for answering inbound calls, responding to emails, and utilizing a secure messaging system to provide award-winning service to customers and their financial advisors.

Responsibilities

Key responsibilities include:

  • Providing exceptional customer service via phone, email, and secure messaging.
  • Working in a fast-paced environment with ongoing support to enhance your knowledge and experience.
Requirements

To be successful in this role, you must possess:

  • A strong customer service background, with a minimum of 5 GCSEs grades A*-C (or equivalent), including Math's & English.
  • A polite and professional telephone manner.
  • Competency with Microsoft Word, Excel, and Outlook.
  • Patient and empathetic skills when dealing with customers who require extra support.
  • Previous experience in a call/contact centre role is desirable but not essential.
Benefits

We offer a competitive salary of approximately £22,000 - £25,000 per annum, depending on experience, as well as a range of benefits, including:

  • 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.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership, with an on-site gym providing a wide range of free classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Charitable giving opportunities through salary sacrifice.
  • Calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and much more.
  • Ongoing technical training.
  • Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.

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