AJ Bell

Financial Services

CustomerServicesAdministrator

£25k+ Manchester, England, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for entry candidates.

The Brief

“Customer Services Administrator at AJ Bell. Skills: Customer service, Financial transactions, Record maintenance. Process customer requests. Handle financial transactions”

Industry & Context.

Financial Services
Problems you'll solve

Resolve customer queries

What They're Looking For.

Must Have

Minimum of 5 GCSE's grades 9-4 (A-C) or equivalent including Maths and English, Excellent numerical ability, Competent IT skills, Ability to work to deadlines and under pressure, Ability to work at times unsupervised

Nice to Have

Experience of financial services, Keen interest in financial services

What You'll Do.

Process customer requests

Handle financial transactions

Work efficiently with internal systems

Maintain accurate records on databases

Resolve customer queries via phone

Resolve customer queries via email

How You'll Work.

Team & Collaboration

Internal systems; Customer queries

Communication Scope

Written communication; Verbal communication

Full 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. 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 and maintaining accurate records on our databases and resolving customer queries via phone and email. Knowledge & Experience: You will have 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 holiday

Free ATS check

Applying for this Customer Services Administrator role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on SmartRecruiters

  • SmartRecruiters often includes a video screening step — check camera and mic permissions.
  • Link your GitHub or portfolio directly in the profile section for technical roles.
  • Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.

ANONYMOUS · UNFILTERED

What do employees actually say about AJ Bell?

Real rants from real employees. Read before you apply.

Read Company Rants →