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- Tasks: Support bereaved clients through estate and pension queries, making a real difference in their lives.
- Company: Join Hargreaves Lansdown, a leading investment platform focused on client support.
- Benefits: Competitive salary, hybrid working options, and opportunities for personal development.
- Why this job: Be part of a rewarding team that helps clients during challenging times.
- Qualifications: Experience in operations or client services with strong communication skills.
- Other info: Dynamic role with a focus on continuous improvement and career growth.
The predicted salary is between 30000 - 42000 £ per year.
Our mission is making it easy to save and invest for a better future. We are looking for great people to join us in the first helpdesk that sits directly with operations, so please come, and invest in YOUR future at Hargreaves Lansdown. You will be joining our team at a very exciting time, as one of the top six priorities in the business we are looking to move to Salesforce.
As a Bereavement Advisor, you will be able to provide a unique perspective to influence our ways of working moving forward and how we assist our clients. Our team's purpose is to support clients through the handling of the estate or the pension, and make their lives that little bit easier. In some cases, you will be a point of contact for them from start to finish which can be very rewarding to know you've genuinely made a difference. Each situation is different and being on this team gives you the freedom to investigate complex queries and deliver a positive outcome for our clients.
Comments from our existing team members include:
- "It has really helped my learning and development being able to join a small team who are all great to work with"
- "The Bereavement Advisor role can be challenging but is very worthwhile and always feels rewarding when you have helped someone at a difficult time"
What you’ll be doing:
The purpose of the role is to continuously improve the service we provide to our clients and provide an opportunity for colleagues to develop their skills and knowledge to become subject matter experts in Bereavement. You will be answering internal and external calls from bereaved clients relating to an estate or pension. This will be over core hours of 8am to 5pm Monday to Friday. Respond to email and postal correspondence from representatives and third parties. During available times you will also be assisting estates with their workload.
About you:
- At least 6 months experience within HL and your current role
- Ability to engage positively with colleagues at all levels in Operations
- Sound analytical and problem-solving skills, with the ability to identify the root cause and elevate where appropriate
- Ability to simplify complex problems and relay to clients
- Be approachable, able to lead by example and motivate others
- Be client focused, with excellent communication skills and strong attention to details
- Experience within Operations, Helpdesk or Client Services with proven ability to work to the highest possible standards of accuracy and service to drive the right outcomes for clients, colleagues, and the business
- Be able to identify and put appropriate measures in place when it comes to vulnerable clients
Interview process: One stage, competency-based interview.
Working Schedule: This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm. You will have a rota within these hours. We support hybrid working once you have successfully completed your training and have passed your probation.
Bereavement Advisor in Bristol employer: Hargreaves Lansdown Asset Management Limited
Contact Detail:
Hargreaves Lansdown Asset Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bereavement Advisor in Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees at Hargreaves Lansdown on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for the interview process. It’s all about making connections!
✨Tip Number 2
Prepare for those competency-based questions! Think of real-life examples from your past roles that showcase your problem-solving skills and client focus. We want to see how you’ve made a difference in challenging situations.
✨Tip Number 3
Show your passion for helping others! In your interview, share why you’re drawn to the Bereavement Advisor role. Highlight your empathy and how you can simplify complex issues for clients during tough times.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and investing in your future with us.
We think you need these skills to ace Bereavement Advisor in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Bereavement Advisor role. Highlight your relevant experience and skills that align with our mission of supporting clients during difficult times. We want to see how you can make a difference!
Showcase Your Communication Skills: Since this role involves engaging with bereaved clients, it's crucial to demonstrate your excellent communication skills. Use clear and empathetic language in your application to show us you can handle sensitive situations with care.
Highlight Problem-Solving Abilities: We love candidates who can simplify complex issues! In your application, share examples of how you've tackled challenging problems in the past. This will help us see your analytical skills in action and how you can contribute to our team.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you're keen on joining our team at Hargreaves Lansdown!
How to prepare for a job interview at Hargreaves Lansdown Asset Management Limited
✨Know Your Stuff
Make sure you understand the role of a Bereavement Advisor inside out. Familiarise yourself with the processes involved in handling estates and pensions, as well as the emotional aspects of dealing with bereaved clients. This knowledge will help you answer questions confidently and show that you're genuinely interested in making a difference.
✨Show Empathy
Since this role involves supporting clients during difficult times, it's crucial to demonstrate your ability to empathise. Prepare examples from your past experiences where you've successfully handled sensitive situations or provided support to someone in need. This will highlight your client-focused approach and communication skills.
✨Be Ready for Problem-Solving
Expect questions that assess your analytical and problem-solving skills. Think of scenarios where you've simplified complex issues or identified root causes. Be prepared to discuss how you would approach challenging queries and ensure positive outcomes for clients, showcasing your ability to think on your feet.
✨Engage with the Team Spirit
The interview is not just about you; it's also about how you fit into the team. Show that you can engage positively with colleagues at all levels. Share examples of how you've collaborated in the past and how you can contribute to a supportive team environment. This will resonate well with their emphasis on teamwork and development.
