At a Glance
- Tasks: Lead a dynamic customer service team and ensure outstanding service delivery.
- Company: Join AJ Bell, one of the UK's fastest-growing investment platforms.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Enjoy hybrid working, regular social events, and a casual dress code.
- Why this job: Make a real impact while helping others grow in their careers.
- Qualifications: Experience in customer service and team leadership is essential.
The predicted salary is between 28000 - 32000 £ per year.
Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including:
- Processing cheque payments into accounts
- Investigating, updating and correcting ISA and LISA annual allowances
- 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
- Accurately log and report complaints and breaches
- Collaborate with other teams to improve processes and customer experience
- Oversee regular team tasks and support CASS audits
Key skills and experience required:
- 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
- Proficiency with Microsoft Office programs, specifically Word and Excel
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.
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, Regular social events including summer and Christmas parties, Learning and development opportunities tailored to you, Casual dress code.
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.
