Dealing Services Agent

Job Description Our Dealing Services team is expanding! At AJ Bell, we're in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stock market and other investments, and our Dealing Services team is there to support them every step of the way. Are you interested in investing, trading, or the stock market?

Whether you’re already knowledgeable, have experience in financial services, or simply have a strong curiosity and willingness to learn, this could be the role for you. We’re looking to recruit hardworking, customer-centric individuals to join our Dealing Services team, where you will play a key role in providing our award-winning service to our customers. We have big growth plans with multiple opportunities available.

Inductions will take place for these roles fortnightly. What does the job involve? Our Dealing Services Agents support customers by phone, email and secure message, helping them place and execute trades while delivering a high level of customer service at all times. You’ll handle inbound calls and respond to emails, ensuring all activity is carried out in line with service level agreements and compliance policies.

You’ll receive a comprehensive structured training programme and ongoing support to build your knowledge, confidence and expertise in dealing services and investing.

Career development is something we pride ourselves on 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.

What we're looking for:

A genuine interest in investing, trading, or financial markets, experience is helpful but not essential Minimum of 5 GCSEs grades 9–4 (A*–C or equivalent), including Maths and English Excellent customer service skills with a professional and confident telephone manner Strong communication skills, both written and verbal Competent with Microsoft Word, Excel and Outlook Ability to work under pressure and meet deadlines This role is 40 hours per week with varied shift patterns on a rota basis, covering Monday to Friday 8am–9pm, and includes some bank holidays.

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 762,000 customers trust us to manage more than £121.5 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 £28,100 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.…