Dealing Services Agent

AJ Bell Management Limited; Manchester; Hybrid; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Starting salary £28,100

25 days holiday

6% Pension with matched contributions

Discretionary bonus scheme

Share schemes

Health Cash Plan

Free onsite gym

Enhanced family leave

Travel and bike loan

Employee Assistance Programme

Job summary

AJ Bell is seeking Dealing Services Agents to support customers by phone, email and secure message, helping them place and execute trades while delivering a high level of service.

The role is 40 hours per week with varied shifts, hybrid working 3–4 days in the office, comprehensive training, paid study support for qualifications, and a range of benefits including a pension, discretionary bonus and share schemes.

Qualifications

• Minimum of 5 GCSEs grades 9–4 (A*–C or equivalent), including Maths and English
• Excellent customer service skills with a professional and confident telephone manner
• Strong communication skills, both written and verbal
• Competent with Microsoft Word, Excel and Outlook
• Ability to work under pressure and meet deadlines

Responsibilities

• Our Dealing Services Agents support customers by phone, email and secure message, helping them place and execute trades while delivering a high level of customer service at all times.
• You’ll handle inbound calls and respond to emails, ensuring all activity is carried out in line with service level agreements and compliance policies.
• You’ll receive a comprehensive structured training programme and ongoing support to build your knowledge, confidence and expertise in dealing services and investing.

Skills

Customer service

Communication

Microsoft Word

Microsoft Excel

Outlook

Interest in investing/trading

Education

GCSEs including Maths & English

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

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 team is there to support them every step of the way.

Are you interested in investing, trading, or the stock market? Whether you’re already knowledgeable, have experience in financial services, or simply have a strong curiosity and willingness to learn, this could be the role for you.

We’re looking to recruit hardworking, customer-centric individuals to join our Dealing Services team, where you 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, helping them place and execute trades while delivering a high level of customer service at all times.

You’ll handle inbound calls and respond to emails, ensuring all activity is carried out in line with service level agreements and compliance policies.

You’ll receive a comprehensive structured training programme and ongoing support to build your knowledge, confidence and expertise in dealing services and investing.

Career development is something we pride ourselves on at AJ Bell, and when the time is right, we’ll support you to take the next step. We also offer paid study support for professional qualifications.

What we're looking for:

• A genuine interest in investing, trading, or financial markets,experience is helpful but not essential
• Minimum of 5 GCSEs grades 9–4 (A*–C or equivalent), including Maths and English
• Excellent customer service skills with a professional and confident 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 Monday to Friday 8am–9pm, and includes some bank holidays.

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, over 723,000 customers trust us to manage more than £108.7 billion of 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 one of the UK's 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 £28,100 (can be higher dependent on previous financial services/dealing experience)
• 25days 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. 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.

Inclusion & diversity

We’re 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.