Financial Adviser

Hargreaves Lansdown PLC; Bristol; On-site; GBP 40,000; Full time

Job summary

A leading investment platform in the UK is seeking a Financial Adviser based in Bristol. In this client-facing role, you will manage a portfolio, conduct annual financial reviews, and identify new business opportunities. Applicants should hold a QCF / CII level 4 qualification and possess excellent interpersonal skills. This full-time position offers a competitive salary starting at circa £40,000, along with a range of attractive benefits including a discretionary bonus, flexible working options, and a pension scheme.

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

Free fitness sessions

Subsidised food options

Paid volunteering days

Qualifications

• Qualified to at least QCF / CII level 4.
• Full UK Drivers License (essential).
• Confidence in customer service.

Responsibilities

• Manage annual financial reviews with clients.
• Grow client relationships and identify new business opportunities.
• Ensure compliance with regulatory requirements.

Skills

Client facing experience

Excellent verbal and written skills

Organizational skills

Commercial approach

Ability to adapt in a fast-paced environment

Education

QCF / CII level 4 qualification

Job description

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

As a Financial Adviser at Hargreaves Lansdown (HL) you will be responsible for providing an excellent ongoing advisory service to a bank of clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire business for the group. We are currently seeking a Financial Adviser based in either the Midlands or the North of England to support and manage a portfolio of clients located across these regions. This exciting client‑facing role provides the autonomy and accountability to manage your own diary, maintain and grow existing client relationships while working in close partnership with HL’s high performing Advisory team.

What you’ll be doing

• Proactively managing your time to schedule and conduct annual financial reviews with existing clients
• Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships
• Identifying opportunities for new business with existing clients including referrals to specialist Financial Planners and Investment Advisers where appropriate
• Maintaining a positive application of regulatory requirements
• Representing HL’s core values to provide an excellent service and provide the best outcomes for clients and the business

About you

• Qualified to at least QCF / CII level 4, Full UK Drivers License (essential)
• Excellent verbal and written skills
• Experience of success in a client facing role
• Confident communicator and able to demonstrate excellent customer service skills
• A commercial approach to all aspects of business
• Highly effective administration and organisational skills
• Adaptable and proficient working in a fast paced environment
• Able to assist clients to make informed buying decisions
• Knowledge and ability to operate within licensing restrictions and approved areas of advice
• Able to act in line with the T&C scheme within HL and the core values of the group

Salary

The salary for this role is circa £40,000 depending on experience.

Interview process

2 stage interview process including competency-based questions.

Working Schedule

This is a full-time permanent role, working 37.5 hours per week. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required. We are currently recruiting for a Financial Adviser to visit clients based in the Midlands or North of England. The induction will be based at our Head Office in Bristol.

Benefits

• 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 outpatient care
• Health screening programme
• Help@hand – confidential support including mental health counselling and remote GP
• Wellhub – unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year, dependent on role level, only available to select during our annual benefits window, in November each year

Equal Opportunity

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 Hargreaves Lansdown

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.

Financial Adviser • Bristol, England, GB