Dealing Services Team Leader

At AJ Bell, we're in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stockmarket and other investments, and our Dealing Services Teams are there to help them.

Do you have a passion for trading and investing? Could you be our next Dealing Services Team Leader?

An exciting opportunity has arisen for an ambitious individual to lead our Dealing Services Team. The successful candidate will provide leadership and direction to their teams, ensuring we achieve specific team objectives, and, above all, deliver an excellent customer experience.

Key responsibilities:

• Manage inbound telephony for AJ Bell Investcentre products
• Ensure all complaints are communicated in line with the agreed processes
• Ensure FCA regulations are complied with at all times
• Ensure internal and group service level agreements (SLAs) are met in full
• Investigate and resolve queries / issues by liaising with areas of the business ensuring standards and timelines are met
• Produce and deliver monthly MI to track service levels
• Manage and develop staff to ensure consistent quality of client service

Required experience/skills:

• Experience within an equity and collectives trading environment
• Knowledge of shares and unit trusts
• Specific technical working knowledge of a telephony contact centre environment
• Sound knowledge of telephony services, call management and service level environments
• Excellent oral and written communications
• Experience in the leadership and development of others
• Problem solving and decision making skills
• Strong organisational and prioritisation skills

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 455,000 customers using our award-winning platform propositions to manage assets totalling more than £68.6 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1200 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for five consecutive years.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

What we offer:

• Competitive starting salary
• Generous holiday allowance starting at 26 days increasing up to 30 days with service, plus bank holidays
• Holiday buy/sell scheme
• Hybrid working policy
• Casual dress code
• Discretionary bonus
• Contributory pension scheme
• Buy as you earn share scheme
• Free shares scheme
• Paid study support for qualifications
• Enhanced maternity/paternity scheme from day one
• Bike loan
• Season ticket loan portal
• Discounted PMI and Dental
• On-site gym and personal trainer led classes
• Paid volunteering opportunities
• Free social events and more

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.