Operations Associate

Hargreaves Lansdown; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading investment platform based in Bristol is seeking a dedicated team member to process retirement applications and collaborate across departments to ensure an exceptional client journey. Candidates should have 3 A Levels or equivalent and thrive in a fast-paced environment. Excellent attention to detail and effective communication skills are essential. This role offers several perks, including flexible working options and an annual bonus.

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 care cash plans

In-house barista and deli

Qualifications

• Proven ability to work to high standards of accuracy and service.
• Worked effectively as part of a successful team.
• Ability to learn quickly in different contexts.

Responsibilities

• Process retirement applications and resolve related queries.
• Update and maintain relevant client data.
• Collaborate with other departments for client journey.

Skills

Attention to detail

Ability to work under pressure

Effective communication

Team collaboration

Adaptability to changing workloads

Education

3 A Levels (or equivalent)

Tools

Advanced Excel

Broker Focus

Atlas

Job description

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

At Hargreaves Lansdown our strategy is to be a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Retirement team works to deliver this strategy. We ensure we process client assets in line with client instructions and regulatory requirements. The team works in a fast-paced environment, interacting with numerous other teams in our area of the business, as well as clients.

The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change.

KEY DUTIES AND RESPONSIBILITIES:

• Processing retirement applications and resolve related queries
• Updating and maintaining relevant client data
• Collaboration with other departments to ensure a smooth client journey
• Operate within the control and risk framework of the team
• Communicate effectively with clients, maintaining high levels of service in all situations
• Ensuring team processes are reliable and effective
• Taking part in wider department projects when opportunities arise

About you

Essential

• 3 A Levels (or equivalent)
• Have worked in a fast moving environment, with a proven ability to work to the highest possible standards of accuracy and service.
• Have worked as part of an effective and successful team
• Ability to work under pressure
• Excellent attention to detail
• Strong team member who can manage fluctuating workloads
• Ability to learn quickly, and apply knowledge within differing contexts

Desirable

• Knowledge of retirement products such as Drawdown and Annuities
• Experience of in-house systems, such as Broker Focus and Atlas
• Advanced Excel Skills
• Detail Orientated Work & Data Comparison

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.