Dealing Services Agent

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 Teams are there to help them.

Do you have a passion for trading and investing? Could you be our next Dealing Services Agent helping AJ Bell customers execute their deals? We are looking to recruit hardworking, articulate individuals who 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, placing and executing deals over the phone ensuring that the highest level of customer service is provided at all times.
• 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.
• You’ll be taking inbound calls and also responding to incoming emails, with all aspects of the work carried out in line with service level agreements and our compliance policies.

You’ll enjoy a comprehensive structured training programme and 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.

What we\’re looking for:

• Dealing experience is not essential but a keen interest and knowledge in trading is beneficial.
• You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent including Maths and 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.

This role is 40 hours per week with varied shift patterns on a rota basis, covering opening times; Monday to Friday 8am till 9pm, and to include some bank holidays.

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK\’s “Best 100 Companies to Work For” for six consecutive years and in 2025 named a Great Place to Work®.

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.

What we offer:

• Starting salary at £28,100 per annum (Depending on previous experience)
• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Parking at Exchange Quay (Subject to availability)
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

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.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we\’d love to speak to you.