AJ Bell
Customer Service Administrator (3-6 months Fixed-Term Contract)
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Customer Service Administrator (3-6 months Fixed-Term Contract)
Customer Service Administration Support – Financial Services
We’re looking to hire extra support across Customer Services in our financial services sector. If you’re immediately available and eager to gain experience, this is a great opportunity to start your career in financial administration.
About the Role
The purpose of this role is to provide essential administration support for transfer processes across our product offerings. Key responsibilities include:
- Handling communications with customers, third parties, and internal business areas
- Administering transfer cases efficiently
- Maintaining accurate records in our databases
- Monitoring case progress and updating systems
- Writing and sending letters and emails
- Working seamlessly with internal systems
Key Responsibilities
- Supporting all stages of transfer processes for our financial products
- Managing customer and third-party communications professionally
- Ensuring data integrity through careful record-keeping
- Writing clear and concise correspondence (emails, letters, updates)
- Minimum of 5 *GCSEs (grades 9-4 or A-C)**, including Maths and English
- Proven track record of providing exceptional customer service
- Strong written and verbal communication skills
- Competent in Word, Excel, and Outlook, with basic data entry experience
- Ability to work under pressure, to deadlines, and unsupervised
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About AJ Bell
AJ Bell is a trusted investment platform serving over 723,000 customers, managing £108.7bn in assets. We make investing simpler and more accessible, helping people take control of their financial futures.
Recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, AJ Bell fosters a collaborative and supportive workplace with a strong sense of teamwork. We value pride in our work and a whole-self approach to employment, committed to non-discrimination and equal opportunities.
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Working Conditions
- Location: Manchester
- Hours: Monday–Friday, 08:45–17:15 (flexibility for occasional Saturday work)
- Department: Administration
- Business Area: Customer Services
Benefits & Perks
- £25,400 annual salary (pro-rata for part-time roles)
- Generous holiday allowance + bank holidays
- Casual dress code
- On-site gym and personal training access
- Paid volunteering opportunities
- Free social events and well-being support
- Openness to a devoted, supportive culture
AJ Bell is an equal opportunities employer and actively promotes diversity.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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