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For Companies At a Glance
- Tasks: Support customers with trading queries via phone and email, ensuring top-notch service.
- Company: Join AJ Bell, a fast-growing investment platform in the UK.
- Benefits: Starting salary of £28,100, 25-31 days holiday, and hybrid working options.
- Other info: Enjoy a friendly team environment and flexible benefits tailored for you.
- Why this job: Kickstart your career in finance with comprehensive training and growth opportunities.
- Qualifications: No prior dealing experience needed; just a passion for trading and great communication skills.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
Our Dealing Services team is expanding! 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 GCSE’s 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.
What We Offer
- Starting salary of 28,100
- 25 days holiday, increasing with service + buy/sell scheme
- 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
Life at AJ Bell
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
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.
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Dealing Services Agent employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dealing Services Agent
✨Tip Number 1
Get to know AJ Bell inside out! Research the company, its values, and the Dealing Services role. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your customer service skills! Since this role is all about helping customers, think of scenarios where you can demonstrate your ability to handle queries professionally and efficiently. Role-playing with a friend can be super helpful!
✨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 interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining AJ Bell and ready to take the next step in your career.
We think you need these skills to ace Dealing Services Agent
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for customer service and trading shine through. We want to see that you're genuinely excited about the role and how you can contribute to our team at AJ Bell.
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Dealing Services Agent role. We love seeing how your background fits with our mission of providing top-notch service to our customers.
Be Clear and Concise: In your written application, keep your language clear and to the point. We appreciate well-structured responses that demonstrate your communication skills, as these are key in our customer service environment.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at AJ Bell.
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
Make sure you brush up on your knowledge of trading and investments. Familiarise yourself with common terms and concepts, as well as AJ Bell's services. This will show your genuine interest in the role and help you answer questions confidently.
✨Customer Service Focus
Since this role is all about providing top-notch 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 friends or family to practice your responses. Focus on articulating your thoughts clearly and maintaining a polite, professional tone, especially when discussing your communication skills.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the training programme, career progression opportunities, or the team culture at AJ Bell. It shows that you’re engaged and genuinely interested in the company.