Administration Team Support - Financial Advice

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  Location

  (UK) and Bristol

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  Job Reference

  17618

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  Functional Area/Experience

  Business, Accounting & Finance / Fresh Graduate

Job Description & Qualifications

Excited to grow your career?

Our purpose is to 'empower people to save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

About the role

This is an exciting opportunity to support Hargreaves Lansdown’s (HL’s) Financial Advisory team. As Administration Team Support at HL, you will be the first point of contact for our existing clients. A key part of the role will include proactively contacting clients to schedule their Annual Suitability Reviews with Service Advisers. Using your customer service skills and understanding of financial advisory services, you will also be answering client and team queries, providing relevant information, and evaluating each client’s needs to connect them with the most appropriate person when needed.

In this role you will join a supportive, hard-working team who are passionate about delivering the best service for our clients. You will receive training, support and encouragement to grow your knowledge, skills and experience, while gaining valuable insight into the multiple career opportunities the experience in this role can lead you towards.

Salary: Up to £23,000 depending on experience

What you’ll be doing

• Answering inbound calls to address queries from existing advisory clients, evaluating client needs to ensure they are dealt with by the most appropriate person or team
• Conducting outbound calls to clients to book in their Annual Suitability Review, taking responsibility for a particular region and ensuring clients are contacted within service level agreements
• Performing ongoing Suitability Confirmation over the phone with clients and dealing with incoming postal responses
• Responding to clients via email, secure message or by conventional mail when required
• Completing client maintenance including anti-money laundering (AML) checks
• Providing assistance and support to both clients and Financial Advisers to ensure HL’s high standard of service is demonstrated to clients at all times

About you

• Basic understanding of Financial Advice and regulated processes
• Excellent customer service and communication skills including a professional, patient telephone manner
• Ability to listen diligently and ask appropriate questions
• Confidence in answering and investigating queries and problems
• Ability to show innovation and different ways of thinking

Interview process

The interview process will include a single-stage interview with competency questions.

Working schedule

This role will be based in our Bristol head office (BS1 5HL). During initial training, you will need to work from the office five days per week. Following this, hybrid working will be available with flexibility to work approximately 2-3 days in the office per week.

Why Us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* & annual pay review
• 25** days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL’s future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL’s sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* Depending on role level
** up to 30 days depending on role level & increasing with length of service

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

Job Skills/Competencies Required

• Excellent customer service and communication skills including a professional, patient telephone manner
• Ability to listen diligently and ask appropriate questions
• Confidence in answering and investigating queries and problems
• Ability to show innovation and different ways of thinking