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:
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
Life at AJ Bell
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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
AJ Bell is a regulated firm and must comply with FCA requirements to “monitor and… assess the adequacy and effectiveness of the measures and procedures” established under SYSC 6.1.2R, as set out in SYSC 6.1.3R. The Senior Compliance Monitoring Officer (SCMO) supports the HoCM in providing effective compliance oversight through the development, execution, and refinement of a risk‑based Compliance Monitoring Plan (CMP).