Customer Support Agent

AJ Bell Management Limited; Manchester; Hybrid; GBP 27,000; Full time

Job summary

AJ Bell Management Limited seeks customer support professionals to provide exceptional service to clients regarding their investment platforms. This full-time role offers excellent career development opportunities and training. The position includes handling queries, ensuring compliance, and contributing to a supportive team environment, with varied shift patterns and competitive benefits.

Benefits

Starting salary of £26,368 per annum

25 days holiday, increasing with tenure

Pension scheme with matched contributions

Discretionary bonus scheme

Paid study support for professional qualifications

Health cash plan

Free on-site gym

Casual dress code

Qualifications

• Demonstrated excellent customer service skills required.
• Strong communication skills, both written and verbal.
• Previous experience in a call/contact centre role desirable.

Responsibilities

• Answering customer queries via phone and email.
• Providing support in line with service level agreements.
• Working in a fast-paced client services department.

Skills

Customer service skills

Polite telephone manner

Strong communication skills

Ability to work under pressure

Empathy

Tools

Microsoft Word

Excel

Outlook

Job description

Calling all customer service professionals! We’re looking torecruit hardworking, articulate individuals to join our telephone support teams where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available.

We have big growth plans with multiple opportunities available. Inductions will take place for these rolesfortnightly.

What does the job involve?

• Our customer support agents answer questions and resolve queries at the initial point of contact fromAJ Bell & Investcentre customers across our award-winning product range.
• You’ll be taking inbound calls, responding to incoming emails, and using a secure messaging system, with all aspects of the work carried out in line with service level agreements and our compliance policies.
• We’re recognised for our great customer service and this role is pivotal in dealing with, and answering, a variety of queries in a timely and professional manner.
• This represents an excellent opportunity to work in a fast-paced client services department with on-going support to enhance your knowledge and experience.

Career progression is something we pride ourselves on here at AJ Bell, and when you are ready, we will help you take your career to the next stage.We also offer paid study support for professional qualifications.

Knowledge & Experience:

• The ability to demonstrate excellent customer service skills
• 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 with customers who may need extra support
• Previous experience in a call/contact centre role is desirable but not essential
• Previous financial services exposure is desirable but not essential

In return we will provide all the training and support you need in order to develop within your role.

There are opportunities for growth and professional development for members wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

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.

Thisrole is 40hours per week with varied shift patterns on a rota basis, covering opening times; Monday to Friday 8am till 9pm, 1 in 4 Saturday's andsome bank holidays across the year.

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 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 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 1,500 employees and have been named one of the UK's '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.

What we offer:

• Starting salary £26,368per annum
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free 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
• Parking at Exchange Quay (Subject to availability)
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll 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.

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.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.