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
AJ Bell are one of the UK's largest providers of online investment platforms and stockbroker services. It was founded in 1995, and is headquartered in Manchester, Manchester, GBR, with a workforce of 1001-5000 employees. Its website is http://www.ajbell.co.uk/.