Operations Associate

Hargreaves Lansdown PLC; West of England; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid working

Pension scheme 11%

Job summary

Hargreaves Lansdown PLC is seeking an Operations Associate to join our Service Team in the UK. You will be the main client contact across letters, email and chat, delivering personalised service while ensuring regulatory compliance and accurate outcomes for clients.

The role focuses on client satisfaction, risk management and cross-team collaboration, with a hybrid working pattern and a strong emphasis on learning and progression within Financial Services.

Qualifications

• Experience in financial services or client-facing roles.
• Ability to maintain high accuracy and service standards.
• Excellent interpersonal and communication skills.
• Proactive, ownership-driven and investigative mindset.

Responsibilities

• Interact with clients via letter, email, and chat to understand needs.
• Deliver personalised service and resolve issues on first contact where possible.
• Adhere to policies and regulatory rules relevant to the role.
• Escalate issues when appropriate and support vulnerable clients.
• Collaborate with other teams and external partners to ensure client outcomes.

Skills

Client handling

Communication

Microsoft Office

Team collaboration

Working under pressure

Tools

Microsoft Office

Job description

## Operations AssociateApply: Welcome Building: Full time: Posted Today: End Date: September 24, 2026 (6 days left to apply): R9828# 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# Excited to grow your career? Our mission is to 'help people 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 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!**What you’ll be doing*** Communicating with our Clients in a variety of ways depending on client preference, such as letter, email and chat.* Delivering a uniquely personalised service by listening to their needs, resolving first time, and ensuring the right outcome for the client and HL.* Adhering to and understanding the relevant policies, controls, regulatory rules applicable to your role.* Clear knowledge on when to escalate an issue or concern.* Able to identify and support vulnerable clients.* Supports the team's risk and control activities to ensure good client outcomes and risk management culture.* Working collaboratively with other teams within the business and external companies. **About you****Essential*** Experience working within financial services or another Client facing business.* Proven ability to work to a high accuracy and service.* Experience of dealing with internal or external clients.* Excellent interpersonal, organisation and communication skills.* Proactive and driven, taking ownership.* Highly computer literate and competent in Microsoft Office.* Ability to work under pressure.* A strong desire to learn and have a holistic understanding of a process or issue.* Proven track record in concern for and adherence to regulatory requirements. **Desirable*** Experience working within Transfers **Interview process*** Competency based interview conducted through Microsoft Teams **Working Schedule** * Monday to Friday, shifts between 8am – 6pm. 37.5 hours a 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\\* 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\\* 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.*