Telephone Support Agent

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.

Our telephone support agents are the first point of contact for AJ Bell and Invest centre 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.

• 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.
• Previous contact centre or financial services experience is not essential; we provide full training to help you succeed.

This is a 40‑hour per week role on a rota basis, Monday to Saturday between 8am–9pm. You’ll work 1 in 3 Saturdays (10am–2pm) and occasional bank holidays when the US market is open.

• Starting salary of £27,100 (can be higher dependent on previous 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