At a Glance
- Tasks: Lead a dynamic team, manage workloads, and ensure outstanding customer service.
- Company: Join a forward-thinking company committed to inclusivity and growth.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Enjoy hybrid working and excellent career development opportunities.
- Why this job: Make a real impact while developing your leadership skills in a supportive environment.
- Qualifications: Experience in financial administration and team leadership is essential.
The predicted salary is between 30900 - 30900 £ per year.
Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract. We’re looking for a passionate and driven individual to lead our Contributions team — someone who thrives on challenge, inspires others, and is excited to make a real impact. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including:
- Overseeing and processing Direct Debit instructions
- Refunds of contributions and subscriptions in line with HMRC guidance
- Investigating, updating and correcting ISA and LISA annual allowances
What we’re looking for: We’re seeking someone who can bring energy, structure, and vision to the team. You’ll be:
- Organised and proactive, with strong time‑management skills to juggle priorities and keep the team on track.
- A strategic thinker, with a good grasp of CASS rules and the ability to spot trends and drive improvements.
- A planner, able to manage resources around shifting monthly deadlines.
- Confident and composed, especially when handling FTRs and complaints.
- A motivator, with a positive, can‑do attitude and the ability to lift team morale.
- A mentor, who can spot potential and help others grow.
- A coach, comfortable giving constructive feedback and celebrating great performance.
- A change champion, who communicates updates clearly and positively.
- A role model, who consistently goes above and beyond for customers and colleagues.
Your key responsibilities: As Team Leader, you’ll be at the heart of the team’s success. You’ll:
- Manage and distribute workloads to meet SLAs and team goals.
- Deliver daily and monthly MI to track performance.
- Lead regular team meetings, 1:1s, and performance reviews.
- Coach and develop team members to deliver outstanding service.
- Keep processes up to date and aligned with company standards.
- Ensure full compliance with FCA regulations and report breaches promptly.
- Accurately log and report complaints and breaches.
- Collaborate with other teams to improve processes and customer experience.
- Monitor and elevate system/process issues.
- Oversee regular team tasks and support CASS audits.
- Assist the Contributions Manager in any other areas as required.
Competence, knowledge and skills:
- Financial administration experience including but not limited to SIPPs, ISAs and GIAs.
- Previous experience in leading a team either in a permanent role or stepping into a leadership role ad‑hoc.
- High level of planning, organisation and time management.
- Ability to motivate the team.
- Proficiency with Microsoft Office programs, specifically Word and Excel.
- Enthusiastic and inquisitive with a ‘can do’ attitude.
For internal applications, the closing date for this role will be 26 June 2026.
What we offer:
- Starting salary of 30,900 (depending on experience)
- 26 days holiday, increasing with service + buy/sell scheme
- 7% 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
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.
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.
Customer Service Team Leader - 12 Month Fixed Term Contract in Manchester employer: AJ Bell Management Limited
Join a dynamic and inclusive workplace where your leadership can truly make a difference. As a Customer Service Team Leader, you'll benefit from a competitive salary, generous holiday allowance, and a range of employee perks including a health cash plan and enhanced family leave. With a strong focus on personal development and a supportive work culture, this role offers the perfect opportunity to inspire your team while enjoying a balanced hybrid working environment.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Team Leader - 12 Month Fixed Term Contract in Manchester
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the company’s values and mission. This will help you tailor your answers and show that you’re genuinely interested in being part of the team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. This will help you feel more confident and articulate when it’s your turn to shine.
✨Tip Number 3
Show off your leadership skills! Since this role is all about leading a team, be ready to share examples of how you’ve motivated others or handled challenges in the past. We want to see that spark!
✨Tip Number 4
Don’t forget to ask questions! At the end of your interview, have a few thoughtful questions prepared. This shows you’re engaged and gives you a chance to find out if the role is the right fit for you too.
We think you need these skills to ace Customer Service Team Leader - 12 Month Fixed Term Contract in Manchester
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about leading the Contributions team and making a real impact.
Be Organised:Structure your application clearly. Use headings and bullet points where necessary to make it easy for us to read. Highlight your time-management skills and how you can juggle priorities effectively.
Demonstrate Leadership Skills:Share examples of your previous leadership experiences. We’re looking for someone who can motivate and mentor others, so tell us how you've inspired your team in the past!
Apply Through Our Website:Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of CASS rules and financial administration. Being able to discuss these topics confidently will show that you're serious about the role and understand the responsibilities that come with it.
✨Show Your Leadership Skills
Prepare examples of how you've successfully led a team in the past. Think about times when you motivated others or handled complaints effectively. This will help demonstrate your ability to inspire and manage a team, which is crucial for the Customer Service Team Leader position.
✨Be Proactive and Organised
During the interview, highlight your time-management skills and how you prioritise tasks. You might want to share specific strategies you use to keep yourself and your team on track, especially when facing tight deadlines.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about the team dynamics, ongoing projects, or how they measure success in the Contributions team. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
