AJ Bell
Financial Services
TelephoneSupportAgent
Neural analysis suggests this role is
optimal for entry candidates.
“Telephone Support Agent at AJ Bell. Skills: Customer support, Query resolution. Answer customer questions. Resolve customer queries”
Industry & Context.
Query resolution
Work 1 in 3 Saturdays, Work occasional bank holidays
What They're Looking For.
Must Have
Minimum 5 GCSEs grades 9-4 (A-C), Maths and English GCSEs, Excellent customer service skills, Polite and professional telephone manner, Written communication skills, Verbal communication skills, Competent with Microsoft Word, Competent with Microsoft Excel, Competent with Microsoft Outlook, Ability to work under pressure, Ability to meet deadlines, Patience when supporting customers, Empathy when supporting customers
Nice to Have
Previous contact centre experience, Financial services experience
What You'll Do.
Answer customer questions
Resolve customer queries
Use secure messaging system
Manage interactions in line with SLAs
Manage interactions in line with compliance policies
How You'll Work.
Team & Collaboration
Friendly supportive environment; Sense of teamwork
Communication Scope
Written communication; Verbal communication; Telephone manner
Full Job Description
We’re looking to recruit hardworking, customer-centric individuals to join our telephone support teams, where you will play a key role in providing our award-winning service to our customers. If you enjoy working with people and have experience in customer service, hospitality, retail, administration, or simply have a natural ability to help others, this could be the role for you. You don’t need previous financial services experience, or any specific background, as we provide full training and ongoing support to help you succeed. At AJ Bell, we believe investing should feel good, and our customer support teams play a vital role in making that happen every day. We have big growth plans with multiple opportunities available. Inductions will take place for these roles on a 3-weekly basis. What does the job involve? Our telephone support agents are the first point of contact for AJ Bell and Investcentre customers, helping to answer questions and resolve queries across our award-winning product range. You’ll handle inbound calls, respond to emails, and use a secure messaging system, ensuring all interactions are managed in line with service level agreements and compliance policies. This is a fast-paced client services environment where you will receive full training and ongoing support to build your knowledge, confidence and capability in the role. Career development is an important part of life at AJ Bell, and when the time is right, we’ll support you to take the next step. We also offer paid study support for professional qualifications. Knowledge & Experience: You will have a minimum of 5 GCSEs grades 9-4 (A-C) or equivalent, including Maths and English. * Excellent customer service skills with a polite and professional telephone manner. * Strong communication skills, both written and verbal. * Competent with Microsoft Word, Excel and Outlook. * Ability to work under pressure and meet deadlines. * Patience and empathy when supporting customers who may need extra help.
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