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We are now looking to recruit hardworking, articulate individuals to join our Customer Account Team, where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available.

Purpose of the role:

To work within a team focusing on reactive and proactive outreach to existing/prospective affluent customers in a bid to drive new business growth for the AJ Bell product. This is achieved through account consolidation, referrals, unfunded account conversions and retention. The role is partially sales-based and so building positive relationships with these customers is imperative. Initially, the role will involve building product knowledge and completing administrative work to support the existing team.

What does the job involve:

• Build positive relationships with existing/prospective customers.
• Outbound calling to existing and prospective customers in a bid to increase account consolidation and referrals.
• Soft selling – The customer is at the centre of everything we do so when positioning solutions, make sure it is suitable for the investment needs.
• Work alongside a team of 8 hungry individuals to identify new affluent opportunities and lead generation techniques to achieve the team AUA target.
• Manage leads effectively through Microsoft Dynamics 365 CRM
• Follow up on unfunded account cases each month to ensure conversions to funded accounts are maximised
• Respond to prospective customer enquiries that filter through via email and our ‘Contact Us’ page.
• Create tailored client solutions from a range of options to meet individual needs
• Attend and support AJ Bell at marketing events to engage with existing and prospective customers and promote the brand.
• Promote new product features and update customers on product developments.
• Engage and communication with key internal stakeholders to enable efficient operating processes and a positive customer experience.
• Assist with other key tasks such as retention, offers fulfilment and the set ups of IPOs and new issues
• Any other duties as requested by your line manager

Competence:

• Can-do attitude
• Hungry and ambitious
• Target driven
• Team player
• Market awareness
• Initiative and enthusiasm

Knowledge & Skills:

• Existing sales experience is desirable but not essential
• Able to build and maintain positive relationships
• Impeccable listening skills - listening with intent to understand, not with the intent to reply
• Quick learner – ability to build your AJ Bell product knowledge
• Oral and written communication skills
• Excellent organisation and prioritisation skills
• Problem solving ability
• Attention to detail
• Excellent customer service

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 455,008 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.

In return we will provide all the training and support you need in order to develop within your role.

What we offer:

• Competitive starting salary
• Generous holiday allowance of 25 days, increasing up to 30 days with service, plus bank holidays
• Holiday buy/sell scheme
• Hybrid working policy
• Casual dress code
• Discretionary bi-annual 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.