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.

At AJ Bell, we believe investing should feel good, and that starts with the people who support our customers every day. We're looking for individuals with a positive attitude, strong attention to detail and a willingness to learn. You don't need previous financial services experience to be successful in this role, we'll provide all the training and support you need to build your knowledge, confidence and skills from day one.

Whether you're starting your career, returning to work or looking for a new challenge, this is an opportunity to join one of the UK's fastest-growing investment platform businesses and develop a long-term career with us. For hardworking 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.

Knowledge & Experience: 

• You will have a minimum of 5 GCSEs 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.

• Previous experience in financial services, administration or customer service is beneficial but not essential, as full training will be provided.

• A keen interest in learning about financial services and delivering excellent customer service.

About AJ Bell

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by 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, supported and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.