At a Glance
- Tasks: Lead a dynamic team in delivering exceptional customer service and managing contributions.
- Company: Join a forward-thinking company that values diversity and inclusion.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Opportunities for personal growth and a vibrant workplace culture.
- 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 - 35020 £ 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 escalate 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.
Benefits:
- 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
Diversity & Inclusion: 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.
Customer Service Team Leader - 12 Month Fixed Term Contract in Salford employer: Aj Bell
Join a dynamic and inclusive workplace in Manchester as a Customer Service Team Leader, where your leadership will inspire a passionate team dedicated to delivering exceptional service. With a strong focus on employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development, all within a supportive environment that values diversity and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Team Leader - 12 Month Fixed Term Contract in Salford
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Customer Service Team Leader role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to team leadership and customer service. We recommend doing mock interviews with friends or family to build your confidence and get feedback.
✨Tip Number 3
Showcase your leadership skills! During interviews, share specific examples of how you've motivated teams or improved processes in previous roles. This will help you stand out as the perfect fit for the Customer Service Team Leader position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Customer Service Team Leader - 12 Month Fixed Term Contract in Salford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Service Team Leader role. Highlight your leadership experience and any relevant financial administration skills that match what we're looking for.
Showcase Your Skills:We want to see your organisational and time-management skills shine through. Use specific examples from your past roles to demonstrate how you've successfully managed teams and met deadlines.
Be Authentic:Let your personality come through in your application! We value a positive, can-do attitude, so don’t be afraid to show us who you are and why you're excited about this opportunity.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Aj Bell
✨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 or managed workloads in the past. Think about specific situations where you motivated others or improved processes. This will help demonstrate your ability to inspire and guide the Contributions team.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle specific situations, like dealing with complaints or managing tight deadlines. Practise your responses to these scenarios so you can showcase your problem-solving skills and proactive approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics or company culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
