Client Operations Apprentice

Hargreaves Lansdown PLC; Bristol; On-site; GBP 20,000 - 25,000; Full time

Job summary

Hargreaves Lansdown, a leading investment platform, is offering a Client Operations Apprenticeship in Bristol. This 15-month Level 3 apprenticeship provides hands-on experience in financial services, focusing on client interaction, administrative support, and data management. Candidates must have GCSEs in English and Maths and a passion for exceptional client service.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Pension scheme up to 11% employer contribution

Private medical insurance

Health screening programme

Volunteering days

Qualifications

• Minimum GCSE English & Maths required or willingness to complete functional skills course alongside apprenticeship.
• Must not have a degree in a similar specialism.
• Passionate about delivering excellent client service.

Responsibilities

• Support Operations teams with administrative tasks and client communications.
• Data administration, including database analysis and maintenance.
• Deliver outstanding customer service via phone, email, and in person.

Skills

Communication

Client Service

Data Management

Problem Solving

Education

GCSE English & Maths 4-9 (C-A*)

Job description

Client Operations Apprentice page is loaded

Client Operations Apprentice

Apply locations Bristol (Harbourside) time type Full time posted on Posted 4 Days Ago time left to apply End Date: June 20, 2025 (4 days left to apply) job requisition id R7614

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

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!

About the role

Our Service team is the centre of the business, we are often the main point of communication with our clients and put them at the heart of every interaction. Utilising internal systems, service colleagues pride themselves on adhering to regulatory compliance and keeping the upmost accuracy.

Through our successful Service Progression Pathway, you will acquire the knowledge to continue to grow professionally within Financial Services. If you are driven to succeed and are looking to further develop your career, we need your help to make us even better!

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.

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 * and annual pay review
• 25 days * holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday **
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patient care
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness provider s and w ellness c oach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• T wo paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

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.

About Us

Hargreaves Lansdown is the UK's number one platform for private investors. Our purpose is to empower people to save and invest with confidence, and today, we are trusted with more than £120 billion by over 1.7 million clients.

We are based in the heart of Bristol now with over 2,000 colleagues. We believe we have a workplace like no other, with constant learning, dynamic teams and a great ethos. We're steered by our core values that promote service, quality, innovation, and opportunity in everything we do.

For more information about careers at HL and to see all our vacancies, please visit our careers website .