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- Tasks: Support 1.8 million clients with their financial queries through calls and emails.
- Company: Join the UK's number 1 investment platform in a dynamic Bristol office.
- Benefits: Enjoy competitive salary, flexible working, and extensive training opportunities.
- Why this job: Kickstart your career in finance with tailored training and clear progression paths.
- Qualifications: No financial background needed; just bring your ambition and communication skills.
- Other info: Experience a vibrant workplace with a focus on learning and collaboration.
The predicted salary is between 24610 - 27400 ÂŁ per year.
We have a new position open for a Customer Service Representative to join our leading financial helpdesk, either in our Investment or Pension department. You’ll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You’ll receive in‑house training and work across the business to be able to help clients with complex operational, investment‑based or pensions and retirement‑based queries.
This role would suit someone who has experience in service‑related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol‑based FTSE listed Wealth Management company. You will join our tailored training programme that involves side‑by‑side coaching, interactive workshops on HL's products & services, the systems we use and much more.
Your responsibilities for this role are:
- Helping clients make the most of their money and improve financial resilience for them and their families
- Solving client queries on HL's investments, products and services by phone, email or virtual chats
- Delivering a tailored, professional, empathetic, and outstanding level of service at every interaction
- Working collaboratively with other teams within the business and external companies
- Supporting the team’s risk and control activities to ensure good client outcomes and risk management culture
We invest in our teams – we don’t require you to have a background in financial services. A successful candidate must:
- Possess a growth and learning mindset
- Be ambitious and resilient
- Thrive under pressure
- Be results‑driven, motivated by performance
We are looking for someone who is able to demonstrate ability in the following areas:
- Communication skills such as answering calls and responding to clients’ emails
- Enjoys working in a fast‑paced work environment, with the ability to work to tight deadlines
- Have a collaborative approach to work, willing and able to work with other team members to complete tasks
- Organised approach with the ability to prioritise tasks and workload effectively
- Able to use MS Office (Outlook, Word, Excel)
This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm with one in three Saturdays from 9.30am to 12.30pm, you will have a rota within these hours. We support hybrid working once you have successfully completed your training and have passed your probation.
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 and invest with confidence. 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?
- 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
- Sharesave scheme – have a real stake in HL's future
- Income Protection and Life insurance (4 Ă— salary core level of cover)
- Private medical insurance
- Health care cash plans – including optical, dental, and outpatient care
- 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
- In‑house barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per 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.
Please note, we are unable to provide employment sponsorship to candidates.
Customer Service Representative 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 Customer Service Representative in Bristol
✨Tip Number 1
Get to know the company inside out! Research Hargreaves Lansdown, their values, and what they stand for. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with clients directly, it’s crucial to demonstrate your ability to communicate clearly and empathetically. Role-play common customer scenarios with a friend or family member to build confidence.
✨Tip Number 3
Prepare for the assessment centre! Familiarise yourself with the types of tasks you might face and think about how you can showcase your problem-solving skills. Don’t forget to ask questions during the process; it shows you're engaged and eager to learn.
✨Tip Number 4
Network with current employees! Reach out on LinkedIn or attend any company events. Getting insights from those already in the role can give you an edge and help you understand the company culture better. Plus, it’s a great way to make connections!
We think you need these skills to ace Customer Service Representative in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Service Representative role. Highlight any relevant experience in service-related roles and showcase your communication skills, as these are key for us.
Show Your Growth Mindset: We love candidates who are eager to learn and grow! In your application, mention any instances where you've taken on new challenges or developed your skills. This will show us that you're ready to thrive in our fast-paced environment.
Be Professional and Personable: Since you'll be the first point of contact for our clients, it's important to convey a professional yet friendly tone in your written application. Use clear language and demonstrate your ability to empathise with clients' needs.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity!
How to prepare for a job interview at Hargreaves Lansdown Asset Management Limited
✨Know the Company Inside Out
Before your interview, take some time to research the company thoroughly. Understand their products, services, and values. This will not only help you answer questions more effectively but also show your genuine interest in the role and the company.
✨Practice Active Listening
During the interview, make sure to listen carefully to the questions being asked. This is especially important for a Customer Service Representative role where communication is key. Respond thoughtfully and ask clarifying questions if needed to demonstrate your engagement.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples of how you've handled customer queries or resolved issues in previous roles. Highlight your ability to remain calm under pressure and your approach to finding solutions, as this aligns perfectly with the responsibilities of the position.
✨Emphasise Your Growth Mindset
Since the company values a growth and learning mindset, share instances where you've sought feedback or pursued professional development. This shows that you're not just looking for a job, but are eager to grow and contribute to the team.
