At a Glance
- Tasks: Lead a dynamic team, ensuring top-notch customer service and compliance.
- Company: Join AJ Bell, a fast-growing investment platform with a supportive culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Enjoy hybrid working, regular social events, and tailored learning opportunities.
- Why this job: Make a real impact while developing your leadership skills in a thriving environment.
- Qualifications: Experience in financial administration and team leadership is essential.
The predicted salary is between 30900 - 30900 £ per year.
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
- Processing cheque payments into accounts
- Refunds of contributions and subscriptions in line with HMRC guidance
- Investigating, updating and correcting ISA and LISA annual allowances
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:
- 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 escalate system/process issues.
- Oversee regular team tasks and support CASS audits.
- Assisting 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.
- Excellent customer service skills.
- 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.
About AJ Bell: 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. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.
We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.
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
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.
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
AJ Bell is an exceptional employer, recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years. With a supportive and collaborative culture, employees enjoy tailored learning and development opportunities, a generous benefits package including a competitive salary, enhanced family leave, and a vibrant social scene. The hybrid working model allows for flexibility while fostering strong team relationships, making it an ideal place for those looking to grow in their careers while making a meaningful impact.
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
Network like a pro! Reach out to current employees on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for the interview process. It’s a great way to get insider info and show your genuine interest in the company.
✨Tip Number 2
Prepare for the interview by practising common questions related to leadership and customer service. Think about specific examples from your past that showcase your skills, especially around motivating teams and handling complaints. We want you to shine!
✨Tip Number 3
Dress the part! Even if the company has a casual dress code, looking smart and professional can make a great first impression. It shows you respect the opportunity and are serious about the role.
✨Tip Number 4
Follow up after your interview with a thank-you email. Mention something specific from your conversation to remind them of your enthusiasm and fit for the role. It’s a simple yet effective way to keep yourself top of mind!
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 Specific:Use specific examples from your past experiences that demonstrate your leadership skills and customer service expertise. We love seeing how you've tackled challenges and motivated your team in previous roles.
Tailor Your Application:Make sure to tailor your application to the job description. Highlight your understanding of CASS rules and your ability to manage resources effectively. This shows us you’re not just sending a generic application!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with AJ Bell.
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
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 or motivated others in the past. Think about specific situations where you’ve had to manage workloads, handle complaints, or coach team members. This will demonstrate your ability to inspire and guide a team.
✨Be Proactive and Organised
During the interview, highlight your time-management skills and how you prioritise tasks. You might want to share a story about a time when you effectively juggled multiple deadlines or improved a process. This will show that you can keep the team on track.
✨Bring Positive Energy
Your attitude matters! Be enthusiastic and show that you’re excited about the opportunity to lead the Contributions team. A positive, can-do attitude can be contagious and will help you connect with the interviewers.
