Dealing Services Agent

AJ Bell; Greater London; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Starting salary £28,662

25 days holiday

6% pension

Discretionary bonus

Share schemes

Health Cash Plan

Free onsite gym

Enhanced family leave

Travel and bike loan

Employee Assistance Programme

Job summary

AJ Bell is looking for a Dealing Services Agent to support customers by phone, email and secure messaging, helping them place and execute trades with confidence. You’ll learn about investing and trading through a comprehensive training programme and join a friendly, supportive team in a hybrid working model with 3-4 days in the office.

You’ll begin with a starting salary of £28,662 and benefit from a pension, healthcare options, and a range of family and lifestyle perks.

Qualifications

• Genuine interest in investing, trading or financial markets.
• A minimum of 5 GCSEs at grades 9-4 (A*-C), or equivalent, including Maths and English
• Strong written and verbal communication skills
• A professional and confident telephone manner
• Good attention to detail and the ability to work accurately under pressure
• Competent IT skills, including Microsoft Word, Excel and Outlook
• The ability to meet deadlines and work effectively within agreed service levels

Responsibilities

• Help customers place and execute trades accurately and efficiently
• Handle inbound calls and respond to customer emails and secure messages
• Provide clear, professional support and help customers understand the dealing process
• Make sure all activity is completed in line with our service level agreements and compliance requirements
• Build your knowledge of investments, dealing and financial markets through our structured training
• Work with colleagues to resolve queries and deliver a great customer experience

Skills

Genuine interest in investing

Strong written and verbalcommunication

Professional telephone manner

Attention to detail

Education

GCSEs 9-4 including Maths and English

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Help people feel good about investing. Our Dealing Services team is growing, and we're looking for people who are interested in investing and want to build a career in financial services. Every day, thousands of AJ Bell customers place deals to buy and sell shares and other investments. As a Dealing Services Agent, you'll be there when they need us, helping them place and execute trades and making sure they have the information and support they need to invest with confidence. You might already have experience in financial services or a good understanding of investing and trading. Or you might simply be curious about how financial markets work and keen to learn. You don't need previous dealing experience to join us. We'll give you a comprehensive training programme and ongoing support to build your knowledge, confidence and expertise.

What you'll be doing

You’ll support our customers through phone, email and secure messaging, helping them with their dealing needs while delivering the high standard of service AJ Bell is known for.

• Help customers place and execute trades accurately and efficiently
• Handle inbound calls and respond to customer emails and secure messages
• Provide clear, professional support and help customers understand the dealing process
• Make sure all activity is completed in line with our service level agreements and compliance requirements
• Build your knowledge of investments, dealing and financial markets through our structured training
• Work with colleagues to resolve queries and deliver a great customer experience

It’s a role where attention to detail matters, but so does how you communicate. You’ll need to be comfortable speaking with customers, asking the right questions and providing clear information in a fast-paced environment.

What we’re looking for

We’re looking for people who are interested in investing, communicate confidently and are keen to learn.

• A genuine interest in investing, trading or financial markets. Experience is helpful but not essential
• A minimum of 5 GCSEs at grades 9-4 (A*-C), or equivalent, including Maths and English
• Strong written and verbal communication skills
• A professional and confident telephone manner
• Good attention to detail and the ability to work accurately under pressure
• Competent IT skills, including Microsoft Word, Excel and Outlook
• The ability to meet deadlines and work effectively within agreed service levels

Build your knowledge. Build your career.

We’ll invest in your development from day one through a comprehensive, structured training and ongoing support.

As your knowledge and experience grow, there are opportunities to develop your career across AJ Bell. We also offer paid study support for professional qualifications, helping you build the expertise you need for your next step.

About AJ Bell

At AJ Bell, we believe investing should feel good .

Whether you’re 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.

We’re one of the UK’s fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first‑time investors.

Today, more than 762,000 customers trust us to manage over £121.5 billion in assets . By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.

We’re proud to be recognised as a Great Place to Work for the past two years, building on six consecutive years as one of the UK’s Best 100 Companies to Work For. It’s recognition we’re proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

• Starting salary of £28,662
• 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
• 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 Dealing Services 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 the role.