Dealing Services Agent

AJ Bell; Manchester; On-site; GBP 25,290 - 30,910; Full time

Benefits offered by this job

25 days holiday plus buy/sell scheme

6% Pension with matched contributions

Discretionary bonus scheme

Health Cash Plan and discounted private healthcare

Free onsite gym

Enhanced family leave

Travel and bike loan schemes

Employee Assistance Programme

Job summary

A financial services company in Manchester is looking for a Dealing Services Agent to support customers with trading. This role involves taking calls, executing deals, and answering customer queries while ensuring excellent service. While prior dealing experience isn't essential, a keen interest in trading is beneficial. Candidates must have 5 GCSEs including Maths and English. The position offers a starting salary of £28,100, comprehensive training, and a supportive work environment with hybrid working options.

Qualifications

• Interest and knowledge in trading beneficial.
• Ability to work under pressure and meet deadlines.
• Polite and professional telephone manner.

Responsibilities

• Support customers by placing and executing deals over the phone.
• Answer a variety of queries in a timely and professional manner.
• Work in line with service level agreements and compliance policies.

Skills

Excellent customer service skills

Strong communication skills

Competent with Microsoft Word, Excel, and Outlook

Education

Minimum of 5 GCSE's grades 9-4 (A*-C) including Maths and English

Job description

Job Description

Our Dealing Services team is expanding! At AJ Bell, we're in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stock market and other investments, and our Dealing Services Teams are there to help them.

Do you have a passion for trading and investing? Could you be our next Dealing Services Agent helping AJ Bell customers execute their deals? We are looking to recruit hardworking, articulate individuals who will play a key role in providing our award‑winning service to our customers.

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

What does the job involve?

• Our Dealing Services Agents support customers by phone, email and secure message, placing and executing deals over the phone ensuring that the highest level of customer service is provided at all times.
• 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.
• You’ll be taking inbound calls and also responding to incoming emails, with all aspects of the work carried out in line with service level agreements and our compliance policies.

You’ll enjoy a comprehensive structured training programme and 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.

What we’re looking for

• Dealing experience is not essential but a keen interest and knowledge in trading is beneficial
• You will have a minimum of 5 GCSE's grades 9-4 (A*‑C) or equivalent including Maths and English
• 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

This role is 40 hours per week with varied shift patterns on a rota basis, covering opening times; Monday to Friday 8am till 9pm, and to include some bank holidays.

What We Offer

• Starting salary of 28,100
• 25 days holiday, increasing with service + buy/sell scheme
• 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

We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there’s an initial period of full‑time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.