Customer Services Administrator

Start your career helping make investing feel good

Were looking for people who want to build a career learn something new and make a difference to our customers.

As a Customer Services Administrator youll join one of our Client Servicing teams helping customers with the things that matter to them. This could mean supporting investment transfers processing pension benefits helping with new business supporting customers through bereavement working with SIPP accounts or providing essential business support.

Its a broad role with opportunities across different teams depending on our business needs your interests and where your skills could make the biggest difference. Wherever you join youll be part of the team helping our customers manage their investments and pensions with confidence.

You dont need previous financial services experience to be successful. Well give you the training support and knowledge you need to build your confidence and develop your career from day one.

What youll be doing

The work will vary depending on the team you join but youll be helping us deliver a great experience for our customers by:

• Processing customer requests accurately and efficiently
• Supporting customers with their investments pensions and accounts
• Checking information completing administrative processes and keeping records up to date
• Working with colleagues across AJ Bell to resolve queries and keep things moving
• Following processes and controls carefully to make sure customers are supported safely and correctly
• Learning about financial services and building your knowledge as you develop
• Looking for ways to improve how we work and make things simpler for our customers and colleagues

Some teams are more customer-facing while others are focused on the operational work that happens behind the every team your work will contribute to delivering the service our customers rely on.

What were looking for

Were looking for people who are curious organised and keen to learn. You dont need to have worked in financial services before. Were more interested in your potential your attitude and your ability to learn.

Youll bring:

• A minimum of 5 GCSEs at grades 9-4 (A*-C) or equivalent including Maths and English
• Good numerical ability and attention to detail
• Strong written and verbal communication skills
• Competent IT skills including experience using Excel
• The ability to organise your workload meet deadlines and work independently when needed
• A positive attitude and willingness to learn
• An interest in financial services and in helping us deliver a great experience for our customers

Previous experience in financial services administration or customer service is helpful but its not essential. Full training and support will be provided.

Where could this role take you

This is an opportunity to start building a long-term career at AJ Bell.

With opportunities across a range of Client Servicing teams youll have the chance to learn about different areas of our business and develop skills that can take you in many different directions.

You could start in one area and as your knowledge and experience grow explore new opportunities across Client Servicing or the wider business.

Were continuing to grow with multiple opportunities available across our teams and inductions for new starters taking place every three weeks.

About AJ Bell

At AJ Bell we believe investing should feel good.

Whether youre looking for an ISA pension or dealing account whether you want to invest with the help of a financial adviser or do it yourself we have easy-to-use solutions to suit people from all walks of life.

Were one of the UKs fastest-growing investment platform businesses trusted by everyone from professional financial advisers to first-time investors.

Today more than 762000 customers trust us to manage over 121.5 billion in assets. By continually striving to make investing simpler and more accessible were helping more people take control of their financial futures.

Were proud to be recognised as a Great Place to Work for the past two years building on six consecutive years as one of the UKs Best 100 Companies to Work For. Its recognition were proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

• Starting salary of 26000 with the potential for a higher starting salary depending on relevant financial services experience
• 25 days holiday increasing with service plus a buy/sell scheme and bank holidays
• 6% pension with matched contributions
• Discretionary bonus scheme
• Share schemes including free shares and BAYE
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave subject to qualifying criteria
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• A friendly and supportive team environment

Our ways of working

At AJ Bell our people are at the heart of our culture. We believe in building strong connections by working together.

Our Customer Services Administrator roles are hybrid with 3-4 days per week in the office. For new team members the first three months are spent full-time in the office. This gives you the opportunity to immerse yourself in the business build your knowledge and get to know your colleagues as you settle into your role.

Inclusion & diversity

Were committed to creating an inclusive environment where everyone feels respected supported and able to be themselves at work.

We welcome applications from people of all backgrounds and make hiring decisions based on skills experience and potential.

Your application reviewed by people

We believe great hiring starts with people. Thats why every application is reviewed by a member of our Recruitment team rather than screened by AI. It may take us a few days to get back to you but please be assured that your application will be given the time and attention it deserves.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.

Remote Work :

No

Employment Type :

Full-time