Webchat Support Agent

Were looking to recruit hardworking customer-centric individuals to join our customer support team where you will play a key role in providing our award-winning service to our customers.

If you enjoy working with people and have experience in customer service hospitality retail administration or simply have a natural ability to help others this could be the role for you. You dont need previous financial services experience or any specific background as we provide full training and ongoing support to help you succeed.

At AJ Bell we believe investing should feel good and our customer support teams play a vital role in making that happen every day.

We have big growth plans with multiple opportunities available. Inductions will take place for these roles on a 3-weekly basis.

What does the job involve

Our webchat support agents are the first point of contact for AJ Bell and Dodl customers helping to answer questions and resolve queries across our award-winning product range.

Youll handle webchats inbound calls respond to emails and use a secure messaging system ensuring all interactions are managed in line with service level agreements and compliance policies.

This is a fast-paced client services environment where you will receive full training and ongoing support to build your knowledge confidence and capability in the role.

Career development is an important part of life at AJ Bell and when the time is right well support you to take the next step. We also offer paid study support for professional qualifications.

Knowledge & Experience:

• You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and English.
• Excellent customer service skills with 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.
• Patience and empathy when supporting customers who may need extra help.
• Previous contact centre or financial services experience is not essential we provide full training to help you succeed.

This is a 40-hour per week role on a rota basis Monday to Saturday between 8am9pm. Youll work 1 in 3 Saturdays (10am2pm) and occasional bank holidays when the US market is open.

At AJ Bell youll find a friendly supportive working environment with a strong sense of teamwork and pride in what we do reflected in our guiding principles.

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 over 762000 customers trust us to manage more than 121.5 billion of 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 one of the UKs Best 100 Companies to Work For for six consecutive years and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

• Starting salary of 27100 (can be higher dependent on previous financial services experience) 
• 25 days holiday increasing with service buy/sell scheme 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
• Friendly supportive team environment

Our ways of working

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend 3-4 days per week in the office. For new team members the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

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 all backgrounds and make hiring decisions based on skills experience and potential.

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