Customer Services Administrator

Job Description

We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams where you will play a key role in providing our award-winning service to our customers. For hard-working individuals, there are excellent career development opportunities available.

We have big growth plans with multiple opportunities available across a variety of teams. Inductions will take place for these roles on a 3-weekly basis.

Role Responsibilities

Working in our Exchange Quay, Manchester office, day-to-day responsibilities include:

• Processing customer requests
• Handling financial transactions
• Producing letters and emails
• Working efficiently with our internal systems
• Maintaining accurate records on our databases
• Resolving customer queries via phone and email

Knowledge & Experience

• A minimum of 5 GCSE’s grades 9-4 (A*-C) or equivalent, including Maths and English.
• Excellent numerical ability.
• Strong communication skills, both written and verbal.
• Competent IT skills, including experience working with Excel.
• Ability to work to deadlines and under pressure, at times unsupervised.
• Experience of financial services, or a keen interest in it, is desirable.

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 £25,400 (can be higher dependent on financial services experience)
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 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

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model, where you’ll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

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.