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. They are looking to recruit hardworking individuals for part-time roles in their Client Servicing Administration teams to provide excellent customer service and support.

Responsibilities

• Processing customer requests
• Handling financial transactions
• Producing letters and emails
• Working efficiently with our internal systems
• Maintaining accurate records on our databases
• Resolving customer queries via phone and email

Skills

• You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English
• Excellent numerical ability
• Strong communication skills, both written and verbal
• Competent IT skills including experience working with Excel
• Ability to work to deadlines and under pressure, at times unsupervised
• Experience of financial services, or a keen interest in it, is desirable

Benefits

• 25 days holiday, increasing with service (pro rata) + 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
• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment
• 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

Company Overview