Dealing Services Agent
AJ Bell
About this role
AJ Bell is hiring Dealing Services Agents to support customers in executing trades over the phone and email, providing high-quality customer service. The role involves handling inquiries, following compliance policies, and participating in structured training and career development opportunities.
Skills
Qualifications
About AJ Bell
ajbell.co.ukAJ Bell is a UK-based, award‑winning online investment platform that provides low‑cost brokerage and tax‑efficient accounts for DIY investors. It offers SIPPs, Stocks and Shares ISAs, Junior ISAs and general dealing accounts alongside tools, research and educational content to help customers build and manage portfolios. The company emphasizes competitive fees, user‑friendly web and mobile platforms, and support for long‑term, tax‑efficient investing.
About AJ Bell
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$28k
per year