Trading & Investment Support Agent

Trading & Investment Support Agent

Full-Time 27450 - 33550 Β£ / year (est.) Home office (partial)
Aj Bell

At a Glance

  • Tasks: Support customers with trading and investment queries via phone, email, and secure messages.
  • Company: Join AJ Bell, a leading investment platform with a focus on customer service.
  • Benefits: Enjoy a hybrid work model, comprehensive training, and paid study support.
  • Other info: Dynamic team environment with opportunities for personal and professional growth.
  • Why this job: Kickstart your career in finance while helping customers achieve their investment goals.
  • Qualifications: Strong communication skills and a passion for finance are essential.

The predicted salary is between 27450 - 33550 Β£ per year.

AJ Bell is expanding its Dealing Services team.

As a Dealing Services Agent you will support customers by phone, email and secure message, helping them place and execute trades with high service standards.

This 40-hour per week role follows a hybrid model (3-4 days in the office) and includes a comprehensive training programme and paid study support to build knowledge in dealing services and investing.

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Trading & Investment Support Agent employer: Aj Bell

AJ Bell is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide opportunities for professional development and a hybrid working model that promotes work-life balance, making it an ideal place for those looking to make a meaningful impact in the field of data strategy.

Aj Bell

Contact Details:

Aj Bell Recruitment Team

We think you need these skills to ace Trading & Investment Support Agent

Customer Service Skills
Communication Skills
Attention to Detail
Problem-Solving Skills
Knowledge of Trading and Investment
Phone and Email Etiquette
Time Management