Operations Associate - Annuities

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 25,000; Full time

Job summary

A leading UK investment platform based in Bristol is seeking a Client Service Representative to engage with clients through various channels and deliver personalized service. The ideal candidate will have experience in financial services, exceptional communication skills, and a proactive attitude. This role offers a competitive salary of £24,610 and great perks like bonuses, flexible working options, and a supportive work environment. We encourage diverse applications and are committed to inclusion.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Pension scheme up to 11%

Health care cash plans

Gym memberships

Employee Assistance Programme

LifeWorks Discounts

Qualifications

• Proven ability to work to a high accuracy and service.
• Experience dealing with internal or external clients.
• Strong desire to learn and understand processes.

Responsibilities

• Communicate with clients through various channels.
• Deliver personalized service by resolving issues.
• Adhere to regulatory policies and controls.

Skills

Experience in financial services

High accuracy and service

Interpersonal and communication skills

Proactive and driven

Computer literacy

Ability to work under pressure

Tools

Microsoft Office

Job description

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 Omnichannel 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 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!

Salary

£24,610 per annum

What you'll be doing

• Communicating with our Clients in a variety of ways depending on client preference, such as letter, email and over the phone.
• 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 elevate 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/Estates

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 & annual pay review
• 25* days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers
  * up to 30 days depending on role level & increasing with length of service

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!

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.