Dealing Services Agent

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.

A genuine interest in investing, trading, or financial markets, experience is helpful but not essential

Minimum of 5 GCSEs grades 9–4 (A*–C or equivalent), including Maths and English

Excellent customer service skills with a professional and confident telephone manner

Strong communication skills, both written and verbal

Competent with Microsoft Word, Excel and Outlook

Ability to work under pressure and meet deadlines

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.

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.

Regular social events including summer and Christmas parties

Learning and development opportunities tailored to you

Casual dress code

Friendly, supportive team environment

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.

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.

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.