Customer Service Administrator (6-8 months Fixed-Term Contract)

AJ Bell

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profile Job Location:

Manchester - UK

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Department:

Administration

Job Summary

Were now looking to extra support across our Transfers team within our Customer Services area. If youre immediately available and looking to gain experience in the financial services this could be a great opportunity for you!

The purpose of the role is to provide administration support for transfers in processes across our product offering. Responsibilities include:

  • Handling communications between customers third parties and other business areas etc.
  • 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: 

  • You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and English.
  • Ability and commitment to deliver excellent customer service skills
  • 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

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 620000 customers using our award-winning platform propositions to manage assets totalling more than 96.1 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 1500 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years and in 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:

  • 25400 annual salary (pro-rata)
  • 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.


Remote Work :

No


Employment Type :

Full-time

Were now looking to extra support across our Transfers team within our Customer Services area. If youre immediately available and looking to gain experience in the financial services this could be a great opportunity for you!The purpose of the role is to provide administration support for transfers ...
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Key Skills

  • Typing
  • Data Entry
  • Customer Service
  • Basic Math
  • Computer Skills
  • Windows
  • Banking
  • Upselling
  • Pricing
  • Sanitation
  • Cash Handling
  • Stocking

About Company

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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 542,000 customers using our award-win ... View more

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