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What we do

At AJ Bell, we make investing easier, so more people can take control of their finances and feel good about their future.
As one of the UK&rsquo;s largest providers of online investment platforms and stockbroking services, we offer simple, easy-to-use solutions, whether our customers are looking for an ISA, pension, or dealing account.
We operate from three offices in Manchester, London, and Bristol, with specialist teams spanning Customer Services, Technology, Marketing, and more.

What we stand for

At AJ Bell, our purpose is simple: to make investing easier so more people can take control of their finances and feel good about their future.  

Who you'll work with

Our people drive our success. That&rsquo;s why we&rsquo;ve built a culture where you&rsquo;ll feel valued, supported, and motivated to thrive. And it shows, we&rsquo;re proud to be certified by Great Place to Work&reg; (GPTW), the global authority on workplace culture.
But don&rsquo;t just take our word for it. Here&rsquo;s what some of our team have to say about life at AJ Bell:
'No one's too busy to help - It's a truly collaborative culture' Lukman, Software Engineer
 'I couldn't ask for better Managers. Their support and trust gives me so much confidence' Jemma, Marketing
 'I can be 100% myself, and that&rsquo;s celebrated here!' Mel, Customer Services
 Everyone's so supportive, people genuinely care' Tony, Office Support
&nbsp;

What you'll get

External links

Job Description Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract We’re looking for a passionate and driven individual to lead our Contributions team — someone who thrives on challenge, inspires others, and is excited to make a real impact. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including: Overseeing and processing Direct Debit instructions Processing cheque payments into accounts Refunds of contributions and subscriptions in line with HMRC guidance Investigating, updating and correcting ISA and LISA annual allowances What we’re looking for: We’re seeking someone who can bring energy, structure, and vision to the team. You’ll be: Organised and proactive , with strong time-management skills to juggle priorities and keep the team on track. A strategic thinker , with a good grasp of CASS rules and the ability to spot trends and drive improvements. A planner , able to manage resources around shifting monthly deadlines. Confident and composed , especially when handling FTRs and complaints. A motivator , with a positive, can-do attitude and the ability to lift team morale. A mentor , who can spot potential and help others grow. A coach , comfortable giving constructive feedback and celebrating great performance. A change champion , who communicates updates clearly and positively. A role model , who consistently goes above and beyond for customers and colleagues. Your key responsibilities: As Team Leader, you’ll be at the heart of the team’s success. You’ll: Manage and distribute workloads to meet SLAs and team goals. Deliver daily and monthly MI to track performance. Lead regular team meetings, 1:1s, and performance reviews. Coach and develop team members to deliver outstanding service. Keep processes up to date and aligned with company standards. Ensure full compliance with FCA regulations and report breaches promptly. Accurately log and report complaints and breaches. Collaborate with other teams to improve processes and customer experience. Monitor and escalate system/process issues. Oversee regular team tasks and support CASS audits. Assisting the Contributions Manager in any other areas as required Competence, knowledge and skills: Financial administration experience including but not limited to SIPPs, ISAs and GIAs. Previous experiencing in leading a team either in a permanent role or stepping into a leadership role ad-hoc. Excellent customer service skills. High level of planning, organisation and time management. Ability to motivate the team. Proficiency with Microsoft Office programs, specifically Word and Excel. Enthusiastic and inquisitive with a ‘can do’ attitude. For internal applications, the closing date for this role will be 26 June 2026. 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 &nbsp; customers trust us to manage more than 121.5 &nbsp; 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 Starting salary of 30,900&nbsp; (depending on&nbsp;experience) 26&nbsp;days holiday, increasing with service + buy/sell scheme&nbsp; 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of&nbsp; 60% of your working time per month &nbsp;spent in the office. For new starters, there’s an initial period of full-time office working to help you settle in and build relationships. Inclusion &amp; diversity We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you. Qualifications Additional Information

Customer Service Team Leader - 12 Month Fixed Term Contract

Job Description 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: A genuine interest in investing, trading, or financial markets,&nbsp;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. 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 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. What we offer Starting salary of 28,100 (can be higher dependent on previous financial services/dealing experience)&nbsp; 25&nbsp;days holiday, increasing with service + buy/sell scheme + bank holidays 6% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment 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 &amp; 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.

Dealing Services Agent

Job Description We’re looking to recruit hardworking, customer-centric individuals to join our telephone support teams, where you will play a key role in providing our award-winning service to our customers. If you enjoy working with people and have experience in customer service, hospitality, retail, administration, or simply have a natural ability to help others, this could be the role for you. You don’t need previous financial services experience, or any specific background, as we provide full training and ongoing support to help you succeed. At AJ Bell, we believe investing should feel good, and our customer support teams play a vital role in making that happen every day. We have big growth plans with multiple opportunities available. Inductions will take place for these roles on a 3-weekly basis. What does the job involve? Our telephone support agents are the first point of contact for AJ Bell and Investcentre customers, helping to answer questions and resolve queries across our award-winning product range. You’ll handle inbound calls, respond to emails, and use a secure messaging system, ensuring all interactions are managed in line with service level agreements and compliance policies. This is a fast-paced client services environment where you will receive full training and ongoing support to build your knowledge, confidence and capability in the role. Career development is an important part of life 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. Knowledge &amp; Experience: You will have a minimum of 5 GCSEs grades 9-4 (A*-C) or equivalent, including Maths and English. Excellent customer service skills with a polite and professional telephone manner. Strong communication skills, both written and verbal. Competent with Microsoft Word, Excel and Outlook. Ability to work under pressure and meet deadlines. Patience and empathy when supporting customers who may need extra help. Previous contact centre or financial services experience is not essential, we provide full training to help you succeed. This is a 40-hour per week role on a rota basis, Monday to Saturday between 8am–9pm. You’ll work 1 in 3 Saturdays (10am–2pm) and occasional bank holidays when the US market is open. At AJ Bell, you’ll find a friendly, supportive working environment with a strong sense of teamwork and pride in what we do, reflected in our guiding principles. 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 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. What we offer Starting salary of 27,100 (can be higher dependent on previous financial services experience)&nbsp; 25&nbsp;days holiday, increasing with service + buy/sell scheme + bank holidays 6% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment 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 &amp; 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.

Telephone Support Agent

Job Description An exciting administration position has arisen in the Tax Management team within Operational Custody.&nbsp;The role is varied and challenging in completing numerous tasks from regulatory reporting through to complex reconciliations.&nbsp;The role will develop numerous transferable skills and will provide an opportunity to progress your career in many avenues of the business. The key responsibilities of the role are as follows: Ensuring all tax processes are complete and accurate. Ensuring that US tax reporting is completely and accurately reconciled and produced within the timescales prescribed within the Qualified Intermediary agreement Validation of US and Canadian tax documentation and application to Customers accounts. Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements; Compiling periodic returns required under UK tax legislation (including Section 18/ EUSD and ISA reporting) to HMRC, ensuring these are accurate and produced in a timely manner. Timely production and sanity checking of client tax packs; Weekly reconciliation of Spanish tax transactions and respective tax deductions, and the creation of the monthly submission Quarterly creation and submission of our CSDR reporting to the Bank of England Production of a monthly SIPP tax reclaim report for Retail and Custody Solution clients – ensuring all reclaimable stock is being reported correctly and any queries/mistakes are identified and corrected Running daily/weekly audit reports. Ensuring that all processes are carried out in accordance with internal and external SLAs Maintenance and continual review of key controls in order to mitigate risk to the business Support project implementations, fixes and upgrades through testing of software, including any core releases. Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience. Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment. Competence, knowledge and skills Competence You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English Experience in evaluating complex data for decision-making and reporting. Excellent verbal and written communication Team player with positive approach with the ability to enthuse and motivate others Ability to work in a deadline driven structured environment, at times autonomously Ability to organise and support others Conscientious and methodical approach to work Knowledge &amp; Skills Good product and system knowledge Meticulous attention to detail Understands the importance of organisational governance including, processes, procedures and key risks and controls. Understands the basic principles of stockbroking Market knowledge of ISA, QI and HMRC processing desirable 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 Starting salary of 25,400 (can be higher dependent on financial services experience)&nbsp; 25&nbsp;days holiday, increasing with service + buy/sell scheme + bank holidays 6% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment 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 &amp; 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. Qualifications Additional Information