Technical Advice Specialist

Hargreaves Lansdown; Bristol; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading investment platform in Bristol seeks a Senior Technical Advice Specialist to provide expertise on regulatory issues and support the Advisory team. You will be responsible for technical guidance, training, and ensuring compliance with legislation, all within a hybrid working model. This is a full-time, 12-month fixed-term role offering competitive perks and a focus on professional development.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Pension scheme up to 11% employer contribution

Private medical insurance

Enhanced parental leave

Flexible working options

Health care cash plans

Fitness and wellness sessions

Two paid volunteering days per year

Qualifications

• Deep knowledge of regulatory matters and technical advice for tax efficient wrappers.
• Ability to provide training on technical issues and professional advisory qualifications.
• Experience in analysing and interpreting legislation.

Responsibilities

• Provide expert guidance and advice on regulatory matters.
• Support advisers with guidance on client cases and technical complications.
• Complete technical reviews for regulatory accuracy and completeness.
• Monitor legal changes and communicate updates to the Advisory team.

Skills

Client focused technical support

Knowledge of Pensions

Knowledge of ISAs

Knowledge of Investment Bonds

Knowledge of Trusts

Knowledge of Protection

Knowledge of Income Tax

Knowledge of Capital Gains Tax

Knowledge of National Insurance

Education

Level 6 Advanced Diploma in Financial Planning

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

As Senior Technical Advice Specialist at Hargreaves Lansdown (HL), you’ll join our Financial Advisory team as a dedicated expert, providing technical support to the Advisory business and practical analysis of current, new and draft regulations, legislation and guidance. Working closely within our Advisory Proposition team and with senior Advisory leaders, you’ll also be supporting the business in the implementation of new and existing regulatory requirements and expectations.

What you’ll be doing

• Providing expert guidance and advice to the HL Advisory team on regulatory matters and technical advice for tax efficient wrappers, including external third‑party products.
• Supporting individual advisers with guidance on client cases and any technical complications. Essential knowledge: investments, pensions, protection, personal taxation, and trusts.
• Assisting with the resolution of complaints, where technical guidance is required.
• Completing technical reviews of internal policies and processes for regulatory and technical accuracy and completeness, including supporting product reviews.
• Horizon scanning and monitoring for changes to legislation. Reviewing and interpreting the legislation to communicate changes to the wider Advisory team.
• Monitoring the advised market and recommend changes to third party product panel where appropriate.
• Collecting and monitoring data on potential adviser knowledge gaps and providing additional training where needed.
• Maintaining and expanding internal technical guidance.
• Providing training on technical issues within HL, including professional advisory qualifications

About you

• Level 6 Advanced Diploma in Financial Planning (or equivalent)
• Deep knowledge of Pensions; ISAs; Investment Bonds, Trusts, Protection, Income Tax, Capital Gains Tax and National Insurance as applied to products distributed or recommended by HL
• Client focused technical support, answering detailed technical queries, technically reviewing literature or other communications, training or coaching, analysing and interpreting,
• In depth knowledge of Advisory Product market, interpreting legislation and training

Working schedule

This role is based in our Bristol head office, BS1 5HL. This is a 12 month fixed term contract, full‑time role, 37.5 hours per week, Monday to Friday. For this role we offer a hybrid working pattern of working in the office and at home, with at least two days in the office per 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 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.