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Hybrid opportunity at
AJ BellTelephone Support Agent
AJ Bell is seeking dedicated, client-focused professionals to become part of our telephone support division. In this position, you will act as a crucial ambassador for…
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About this role
Telephone Support Agent at AJ Bell is a full-time role. Work arrangement: Hybrid. Location: Not specified. No salary is shown in this listing. It was posted on Sep 29, 2026. This listing is paused and not taking applications at the moment.
Job Description
AJ Bell is seeking dedicated, client-focused professionals to become part of our telephone support division. In this position, you will act as a crucial ambassador for our brand, delivering exceptional service that makes investing feel approachable and rewarding for our diverse client base. Whether your background is in retail, hospitality, customer support, administration, or simply helping others, we want to hear from you. No prior financial sector background is necessary, as comprehensive training and ongoing mentorship are provided to guarantee your success.
As a Telephone Support Agent, you will handle incoming inquiries via phone, email, and secure digital messaging. You will navigate a fast-paced setting where accuracy, compliance, and strict service standards matter. Career advancement is a core value at AJ Bell, and we provide paid study support for professional certifications to help you progress when the time is right. We operate on a 40-hour weekly schedule on a rotational basis between Monday and Saturday, 8 am to 9 pm, requiring work on 1 in 3 Saturdays (10 am to 2 pm) and occasional bank holidays when US markets are open.
Our hybrid working policy requires 3 to 4 days per week in the office, though your initial 3 months will be entirely office-based to foster team connections and thorough onboarding. Recognized repeatedly as a top UK workplace, AJ Bell fosters an inclusive, collaborative culture built on teamwork and support.
Frequently Asked Questions
Q: Do I need prior experience in finance to apply?
A: No financial services background is required. We offer full training and ongoing support to ensure you thrive in the role.
Q: What are the working hours for this position?
A: This is a 40-hour per week role on a rota basis, scheduled Monday to Saturday between 8am and 9pm. You will work 1 in 3 Saturdays from 10am to 2pm, plus occasional bank holidays aligned with US market hours.
Q: What is the hybrid working arrangement?
A: You will work a hybrid schedule of 3 to 4 days in the office each week. For the first 3 months, you will work full-time in the office to build relationships and complete your onboarding.
Q: What starting salary is offered?
A: The starting salary is £27,100, which can be higher depending on your previous financial services experience.
Responsibilities
- <ul><li>Serve as the primary contact for AJ Bell and Investcentre clients by answering incoming phone calls, emails, and secure messages.</li><li>Resolve client questions and inquiries across the company's product range while adhering to compliance policies and service agreements.</li><li>Operate effectively in a fast-paced client services setting, maintaining high standards of communication and professionalism.</li><li>Engage in continuous professional development, utilizing provided training and paid study support for relevant qualifications.</li></ul>
Requirements
- <ul><li>Hold a minimum of 5 GCSEs at grades 9-4 (A*-C) or equivalent, including both Maths and English.</li><li>Demonstrate outstanding customer care abilities alongside a courteous and professional phone demeanor.</li><li>Possess strong verbal and written communication talents.</li><li>Show proficiency using Microsoft Outlook, Excel, and Word.</li><li>Maintain the capacity to manage deadlines and handle pressure effectively.</li><li>Exhibit patience and empathy when assisting clients who require extra support.</li></ul>
Qualifications
- Minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent, including Maths and English. Previous contact centre or financial services experience is welcomed but not strictly required.
Core Skills
Benefits
- <ul><li>Starting salary of £27,100, with potential increases based on prior financial sector experience.</li><li>25 days of annual leave that increases with tenure, plus bank holidays and a holiday buy/sell program.</li><li>Pension scheme featuring matched contributions up to 6%.</li><li>Discretionary bonus plan and various share schemes including free shares.</li><li>Health Cash Plan, discounted private healthcare, and an Employee Assistance Programme.</li><li>Free onsite gym access along with travel and cycle-to-work loan options.</li><li>Enhanced family leave provisions and regular social gatherings.</li></ul>
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