AJ Bell
Lancashire, UK
Job Description Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract We're looking for a passionate and driven individual to lead our Contributions team - someone who thrives on challenge, inspires others, and is excited to make a real impact. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including: Overseeing and processing Direct Debit instructions Processing cheque payments into accounts Refunds of contributions and subscriptions in line with HMRC guidance Investigating, updating and correcting ISA and LISA annual allowances What we're looking for: We're seeking someone who can bring energy, structure, and vision to the team. You'll be: Organised and proactive , with strong time-management skills to juggle priorities and keep the team on track. A strategic thinker , with a good grasp of CASS rules and the ability to spot trends and drive improvements. A planner , able to manage...
