Dealing Services Agent (Investing)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Manchester, UK; hybrid working with 3–4 days per week in the office. The first three months are full-time onsite. The role involves rota-based shifts from Monday to Friday, 8am–9pm, with some bank holidays.
Salary: Starting from £28,100 per year, potentially higher depending on previous financial services or dealing experience.
Company
is a UK investment platform business providing ISA, pension, dealing, and adviser-supported investment solutions to more than 723,000 customers.
What you will do
- Support customers by phone, email, and secure message.
- Help customers place and execute trades in shares and other investments.
- Handle inbound calls and respond to written enquiries with a professional service.
- Complete all activity in line with service-level agreements and compliance policies.
- Build knowledge and confidence through structured training and ongoing support.
Requirements
- Genuine interest in investing, trading, or financial markets.
- Minimum of five GCSEs at grades 9–4, including Maths and English, or equivalent.
- Excellent customer service skills and a professional, confident telephone manner.
- Strong written and verbal communication skills.
- Competence with Microsoft Word, Excel, and Outlook.
- Ability to work under pressure, meet deadlines, and follow varied rota-based shifts.
Culture & Benefits
- Hybrid working model with 3–4 office days per week and full onsite onboarding for the first three months.
- 25 days of holiday, increasing with service, plus bank holidays and a buy/sell scheme.
- 6% pension with matched contributions and a discretionary bonus scheme.
- Share schemes, including free shares and BAYE, plus health cash plan and discounted private healthcare.
- Paid study support for professional qualifications, tailored learning opportunities, enhanced family leave, and an employee assistance programme.
- Free onsite gym, travel and bike loan schemes, social events, casual dress code, and a supportive team environment.
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