We are now recruiting for a customer relations coordinator to join our customer services department. The main purpose of the role is to ensure that we treat all complainants fairly, by ensuring that all complaints that are subject to FCA and internal business requirements are handled appropriately.
Key responsibilities:
- Handling all complaints accurately, subject to FCA Dispute Resolution: Complaints Sourcebook requirements.
- Ensuring complaints are acknowledged promptly in line with FCA requirements and internal procedures and SLA's.
- Undertaking investigative work in order to produce a formal response to each complaint.
- Issuing final response letters in relation to each complaint within internal and FCA timeframes ensuring they are detailed and clear.
- Ensuring that full, detailed records are maintained in relation to the complaint investigation and sign off on response and any compensation.
- Ensuring that payment arrangements in relation to any compensation or ex gratia payment are followed up and that payment is made.
- Maintaining the information on the Complaints Management System
- Liaising with other departments in the company regarding feedback and improvements from complaints.
- Assisting the Customer Relations Manager in any other areas as required.
Competence, knowledge and skills:
- Previous experience in an informal and/or formal complaints based role.
- Significant experience of working in a financial services administration role.
- Exceptional customer focus and passion for achieving the right outcomes for our customers.
- Excellent letter writing skills.
- Exceptional inter personal skills in dealing with customers, advisers and internal departments.
- Meticulous attention to detail in ensuring records of all complaints are detailed and the audit trail is maintained at all times.
- Knowledge of FCA requirements for complaints handling.
- Strong knowledge of the financial services industry.
- Knowledge of pension administration, ISAs is desirable but not essential.
- A background in dealing would be of strong benefit, but is not essential.
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 £28,840 (depending on experience)
- 25 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
We offer hybrid working, with a minimum of 50% of your working time per month 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 & 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.
Additional InformationFor internal applications the closing date will be 04 September.
Skills Required
- Previous experience in an informal and/or formal complaints based role
- Significant experience of working in a financial services administration role
- Knowledge of FCA requirements for complaints handling
- Exceptional customer focus and passion for achieving the right outcomes for customers
- Excellent letter writing skills
- Exceptional interpersonal skills in dealing with customers, advisers and internal departments
- Meticulous attention to detail and maintaining audit trail/records of complaints
- Strong knowledge of the financial services industry
- Knowledge of pension administration and ISAs
- Background in dealing
What We Do
AJ Bell was formed in 1995 and is now one of the leading online investment platforms in the UK. We provide customers and advisers with wide investment choice, low-cost delivery, market leading online functionality and first class service to help them manage investment portfolios within SIPPs, ISAs and Dealing accounts. We are a fast growing and profitable company, with over 484,000 customers and £76.2 billion of assets under administration. We are part of the FTSE 250 on the Main Market of the London Stock Exchange.
