Client Operations Apprentice

Hargreaves Lansdown Asset Management Limited; Bristol; On-site; GBP 20,000 - 24,000; Full time

Job summary

Hargreaves Lansdown is launching their Client Operations Apprenticeship Scheme, seeking motivated candidates to join their client service team. This is a 15-month Level 3 apprenticeship where apprentices will gain hands-on experience in financial services while building essential skills in communication and data management.

Qualifications

• GCSE English & Maths needed or willingness to complete functional skills course.
• Excitement for a career in Financial Services and excellent client service.

Responsibilities

• Support Operations teams with administrative tasks.
• Deliver outstanding customer service to clients via multiple channels.
• Contribute to projects and provide suggestions for improvements.

Skills

Communication

Client Service

Data Skills

Adaptability

Teamwork

Education

Minimum of GCSE English & Maths 4-9 (C-A*) or equivalent

Job description

HL's Client Operations Apprenticeship Scheme - Client Operations Apprentice

Salary: Real Living Wage

Are you looking to join a fast-growing, innovative business where you can gain valuable on-the-job experience? Hargreaves Lansdown are looking for 5 apprentices to join their Client Operations scheme in Bristol. You'll be joining the award-winning service team and providing exceptional service and support to over one million financial services clients. This is a fantastic opportunity to build your communication skills, develop your financial acumen and get hands on to learn about savings, pensions and investments first-hand.

We're growing quickly, and want to bring new talent, like you, into our business. We welcome applicants from a diverse range of backgrounds with different skills and experiences.

You could be leaving school, college or university, have some related work experience or none at all. We know that when you are learning your new career you will need support to help you reach your potential. You'll have a manager who supports you to succeed through regular one to ones and an on-the-job buddy to show you the ropes, answer your questions and coach you through challenges. As well as support from the other cohort of apprentices.

The apprenticeship

• You will complete the 15 month-long, Level 3 Digital Business Accelerator apprenticeship
• The apprenticeship will give you an understanding of business fundamentals, data development skills and project management skills.

What you'll be doing

• You'll be supporting the Operations teams with office and administrative tasks, such as administering client instructions on their accounts.
• The roles are largely data administration based, meaning you will have a hand in database analysis, implementation and/or maintenance.
• Some telephone work to support third parties and our clients.
• Answering queries effectively and efficiently, via phone, email and in person.
• Deliver outstanding customer service, that puts our clients at the forefront.
• Ask the important question to better understand our clients and their needs in order to deliver the outstanding service they expect.
• Using a few different systems, such as SpiderMail and Broker Focus, data skills and working with your team to answer simple and complex client queries or support a colleague in another part of HL.
• Get an understanding of business fundamentals, data development skills and project management skills and using them to streamline your work and our processes.
• Contribute any concerns, suggestions or improvement ideas to meetings and managers.
• Assist with projects/ tasks, as needed.

Role requirements

• You will have a minimum of GCSE English & Maths 4-9 (C-A*) or equivalent or be willing to complete a functional skills course alongside your apprenticeship. This is a requirement of the apprenticeship scheme, and you will be asked to evidence this.
• You must not already have received a degree in a similar specialism as you won't be eligible to complete the apprenticeship programme as part of the job role.
• Be able to work from our offices in central Bristol.

• Be age 18 or over at the start date of the apprenticeship (September 2025).
• Can demonstrate why you would be excited to work at Hargreaves Lansdown and keen to pursue a career in Financial Services.
• A passion for delivering excellent client service.

About you· Coachable - you are self-reflective and strive for continuous improvement.· Determined - you are obsessed with the client and will do whatever it takes to ensure their needs are met.· Connected - you can build a personal and supportive relationship with our clients and with each other.· Creative - you are motivated to find creative ways to solve problems and develop new solutions.· Adaptive - you are bright and curious, flexible to change and ways to improve.· Responsible - you will become an expert to help our clients identify and achieve.

Interview Process

Successful candidates will be invited to attend an assessment day at the HL offices.

Working Schedule

The role will be based from our Bristol office, on a 37.5 hour per week contract, with a minimum of 6 hours per week given to complete your off the job learning as part of your apprenticeship.