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

Manchester, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

25400.0

Posted On

27 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Administration, Written Communication, Verbal Communication, Microsoft Word, Microsoft Excel, Microsoft Outlook, Time Management, Data Entry

Industry

Financial Services

Description

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 UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 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. 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. Business Areas: Customer Services Location: Manchester Department: Administration

Responsibilities

Provide administrative support for transfer processes within the financial services product offering. This includes handling communications between customers and third parties while maintaining accurate database records.