Dealing Services Agent

AJ Bell; Salford; Hybride; GBP 26 000 - 32 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

AJ Bell is hiring a Dealing Services Agent in Salford. You will support customers by phone, email and secure messaging to place and execute trades, while delivering AJ Bell’s high service standards. The role includes structured training and progression across AJ Bell’s dealing services.

You’ll work in a hybrid model (3-4 days in the office), 40 hours per week, with shifts Mon-Fri 8am-9pm and some bank holidays. Training and development are provided.

Qualifications

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

Responsabilités

• Support customers via phone, email and secure messaging for dealing needs.
• Help customers place and execute trades accurately and efficiently.
• Respond to inbound calls and customer emails; provide clear information on dealing processes.
• Ensure activity aligns with SLAs and compliance requirements.
• Build knowledge of investments and markets through structured training.
• Collaborate with colleagues to resolve queries and deliver a great experience.

Connaissances

Interest in investing

Written communication

Verbal communication

Customer service

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Formation

GCSEs Maths & English (minimum 5, grades 9-4)

Outils

IT skills

Description du poste

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.

With multiple opportunities available and inductions taking place fortnightly, it's a great time to join a growing team and start building your career at AJ Bell.

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.

You'll:

• 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.

You’ll bring:

• 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.

The role is 40 hours per week, with varied shift patterns on a rota basis covering Monday to Friday, 8am-9pm. This also includes some bank holidays.

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.

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.

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.