AJ Bell Logo

Telephone Support Agent

💰 $36k

Job Description

Job Description

Calling all customer service professionals! We’re looking to recruit 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 roles on a 3-weekly basis.

What does the job involve?

  • Our telephone support agents answer questions and resolve queries at the initial point of contact from AJ 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:

  • Five GCSEs grades A*-C (or equivalent), including Maths & 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
  • 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

This position is 40 hours a week, on a rota’d basis between Monday to Saturday 8am-9pm, 1 in 3 Saturdays and bank holidays when the American market is open.

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.

About AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 644,000 customers trust us to manage more than £103.3 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 £27,100
  • 25 days 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

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.

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