Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol
Bereavement & Estates Advisor (Hybrid, Client-Focused)

Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol

Bristol Full-Time 30000 - 42000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support clients in managing estates and pensions with empathy and expertise.
  • Company: Leading asset management firm in Bristol with a client-focused approach.
  • Benefits: Hybrid working option, competitive salary, and opportunities for personal growth.
  • Why this job: Make a meaningful impact in clients' lives while developing your skills.
  • Qualifications: 6 months of relevant experience and strong analytical and communication skills.
  • Other info: Challenging yet rewarding role with a supportive team environment.

The predicted salary is between 30000 - 42000 Β£ per year.

A leading asset management firm in Bristol is seeking a Bereavement Advisor to support clients in handling estates and pensions. The role requires 6 months of experience within the company and strong analytical and communication skills. You will answer calls and correspondence while continuously improving client services. This position is in-office with a hybrid working option post-training completion and probation. The role is both challenging and rewarding, providing the opportunity to make a meaningful impact in clients' lives.

Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol employer: Hargreaves Lansdown Asset Management Limited

As a leading asset management firm in Bristol, we pride ourselves on fostering a supportive and inclusive work culture that prioritises employee growth and development. Our hybrid working model offers flexibility while ensuring you can make a meaningful impact in clients' lives, backed by comprehensive training and continuous improvement opportunities. Join us to be part of a team that values your contributions and encourages professional advancement in a rewarding environment.
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Contact Detail:

Hargreaves Lansdown Asset Management Limited Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the asset management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research common questions for bereavement and estates roles, and practice your responses. We want you to feel confident and ready to showcase your analytical and communication skills.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job, and applying directly can sometimes give you an edge over other candidates.

We think you need these skills to ace Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol

Analytical Skills
Communication Skills
Client Service Skills
Estate Management Knowledge
Pension Administration Knowledge
Problem-Solving Skills
Attention to Detail
Time Management
Adaptability
Interpersonal Skills

Some tips for your application 🫑

Show Your Experience: Make sure to highlight your relevant experience in bereavement or estate management. We want to see how your background aligns with the role, so don’t hold back on sharing those key details!

Communicate Clearly: Since strong communication skills are a must, ensure your application is clear and concise. Use straightforward language and structure your thoughts well – we appreciate clarity just as much as you do!

Tailor Your Application: Take the time to tailor your application specifically for this role. Mention how your skills can improve client services and make a difference in clients' lives – that’s what we’re all about at StudySmarter!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Hargreaves Lansdown Asset Management Limited

✨Know Your Stuff

Make sure you brush up on your knowledge about bereavement processes and estate management. Familiarise yourself with common terms and practices in the industry, as this will show your potential employer that you're serious about the role and understand the challenges clients face.

✨Showcase Your Communication Skills

Since this role is client-focused, practice articulating your thoughts clearly and empathetically. You might want to prepare examples of how you've effectively communicated with clients in the past, especially in sensitive situations. This will demonstrate your ability to handle calls and correspondence with care.

✨Demonstrate Analytical Thinking

Be ready to discuss how you've used analytical skills in previous roles. Think of specific instances where you solved problems or improved processes. This will help illustrate your capability to continuously improve client services, which is a key part of the job.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company’s approach to client service and how they support their advisors. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.

Bereavement & Estates Advisor (Hybrid, Client-Focused) in Bristol
Hargreaves Lansdown Asset Management Limited
Location: Bristol
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