At a Glance
- Tasks: Support customers with trading and investing via phone, email, and secure messages.
- Company: Join AJ Bell, a fast-growing investment platform with a friendly team culture.
- Benefits: Enjoy competitive salary, generous holiday, health plans, and personal development opportunities.
- Other info: Flexible working model with great career progression and ongoing training.
- Why this job: Be part of an award-winning service and help customers take control of their financial futures.
- Qualifications: No prior dealing experience needed; just a passion for trading and strong communication skills.
The predicted salary is between 28000 - 28000 £ per year.
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 team is there to support them every step of the way.
Are you interested in investing, trading, or the stock market? Whether you’re already knowledgeable, have experience in financial services, or simply have a strong curiosity and willingness to learn, this could be the role for you.
We’re looking to recruit hardworking, customer‑centric individuals to join our Dealing Services team, where you 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, helping them place and execute trades while delivering a high level of customer service at all times.
You’ll handle inbound calls and respond to emails, ensuring all activity is carried out in line with service level agreements and compliance policies.
You’ll receive a comprehensive structured training programme and ongoing support to build your knowledge, confidence and expertise in dealing services and investing.
Career development is something we pride ourselves on at AJ Bell, and when the time is right, we’ll support you to take the next step. We also offer paid study support for professional qualifications.
What we're looking for:
- A genuine interest in investing, trading, or financial markets, experience is helpful but not essential
- Minimum of 5 GCSEs grades 9–4 (A*–C or equivalent), including Maths and English
- Excellent customer service skills with a professional and confident 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 Monday to Friday 8am–9pm, and includes some bank holidays.
What we offer
- Starting salary of £28,100 (can be higher dependent on previous financial services/dealing experience)
- 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
Dealing Services Agent in Manchester employer: AJ Bell Management Limited
AJ Bell is an exceptional employer, offering a vibrant work culture that prioritises teamwork and employee development. With comprehensive training programmes, generous benefits including a starting salary of £28,100, and opportunities for career progression, employees are supported in their professional journeys while enjoying a friendly environment in our Manchester headquarters. Join us to be part of a company recognised as one of the UK's 'Best 100 Companies to Work For' and contribute to helping customers take control of their financial futures.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Dealing Services Agent in Manchester
✨Tip Number 1
Get to know AJ Bell inside out! Research the company, its values, and its services. This will not only help you in interviews but also show your genuine interest in becoming a Dealing Services Agent.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with customers over the phone and via email, make sure you can articulate your thoughts clearly and professionally. Role-play with a friend or family member to get comfortable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which can boost your chances of landing that job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're proactive and serious about joining the AJ Bell team.
We think you need these skills to ace Dealing Services Agent in Manchester
Some tips for your application 🫡
Show Your Passion for Trading:Make sure to highlight your interest in trading and investing in your application. We want to see that you’re genuinely excited about helping our customers with their deals!
Tailor Your CV and Cover Letter:Don’t just send a generic CV! Tailor it to reflect the skills and experiences that match the Dealing Services Agent role. We love seeing how your background aligns with what we do at AJ Bell.
Demonstrate Your Customer Service Skills:Since customer service is key in this role, share examples of how you've provided excellent service in the past. We want to know how you handle queries and ensure customer satisfaction!
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of trading and investing. Familiarise yourself with common terms and concepts, as well as AJ Bell's services. This will not only show your passion but also help you answer questions confidently.
✨Customer Service Focus
Since the role revolves around providing excellent customer service, think of examples from your past experiences where you’ve gone above and beyond for a customer. Be ready to discuss how you handle difficult situations and maintain professionalism under pressure.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on articulating your thoughts clearly and maintaining a polite and professional tone, especially when discussing your communication skills. This will help you feel more at ease during the actual interview.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the company culture, training programmes, or career progression opportunities. This shows your genuine interest in the role and helps you determine if AJ Bell is the right fit for you.
