Customer Service Administrator (3-6 months Fixed-Term Contract)

Job Description

We're now looking to extra support across a number of our teams within our Customer Services area. If you're immediately available and looking to gain experience in the financial services this could be a great opportunity for you!

The purpose of the role is to provide administration support for transfers in processes across our product offering. Responsibilities include:

• Handling communications between customers, third parties, and other business areas etc.
• Administering transfer cases. 
• Maintaining accurate records on our databases and consistently monitoring the progress of cases.
• Producing letters and emails.
• Working efficiently with internal systems .

Knowledge & Experience: 

• You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalent including Maths and English.
• Ability and commitment to deliver excellent customer service skills
• Strong communication skills, both written and verbal.
• Competent IT skills, including Word, Excel and Outlook.
• Ability to work to deadlines and under pressure, at times unsupervised

About us: 

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

Our perks and benefits:

• £25,400 annual salary (pro-rata)
• Generous holiday allowance plus bank holidays
• Casual dress code
• On-site gym and personal trainer led classes
• Paid volunteering opportunities
• Free social events and more

This role will be Monday - Friday 08:45 - 17:15, with potential to work Saturdays if preferred. 

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.