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- Tasks: Support clients with financial queries via calls and emails, ensuring top-notch service.
- Company: Join the UK's leading investment platform in a dynamic Bristol-based team.
- Benefits: Enjoy competitive salary, flexible working, and extensive training opportunities.
- Why this job: Kickstart your career in finance with mentorship 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 £ per year.
We have a new position open for a Customer Services Advisor 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.
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
About you
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)
Interview process
A competency‑based interview conducted on‑line via Microsoft teams.
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 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.
Why us?
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 x 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
- Inhouse 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 Services 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 Customer Services Advisor in Bristol
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Hargreaves Lansdown. Understand their values, products, and services. This will help you tailor your answers and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your past experiences relate to the role of a Customer Services Advisor. Remember, they want to see your communication skills shine!
✨Tip Number 3
Show off your soft skills! In this role, empathy and collaboration are key. Be ready to share examples of how you've successfully helped clients or worked as part of a team. This will demonstrate that you can deliver the outstanding service they’re looking for.
✨Tip Number 4
Don’t forget to ask questions! At the end of your interview, have a couple of thoughtful questions prepared. This shows your enthusiasm for the role and helps you figure out if the company is the right fit for you. Plus, it’s a great way to engage with your interviewers!
We think you need these skills to ace Customer Services Advisor in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Services Advisor role. Highlight your service-related experience and how it aligns with our values at StudySmarter. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills: Since you'll be the first point of contact for our clients, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application, and don’t forget to mention any relevant experience in handling client queries or correspondence.
Emphasise Your Growth Mindset: We love candidates who are eager to learn and grow! In your application, share examples of how you've embraced challenges and developed your skills in previous roles. This will show us that you're ready to thrive in a fast-paced environment.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Hargreaves Lansdown Asset Management Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the specific products offered by the company. Familiarise yourself with common client queries related to investments and pensions, as this will show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Customer Services Advisor, communication is key. Practice answering potential questions clearly and concisely. Use examples from your past experiences to demonstrate how you've effectively communicated with clients or resolved issues.
✨Emphasise Your Growth Mindset
The company values a growth and learning mindset. Be prepared to discuss how you've embraced challenges in the past and what steps you've taken to develop your skills. This will highlight your ambition and resilience, which are crucial for success in this role.
✨Prepare for Competency Questions
Since the interview will be competency-based, think of specific situations where you've demonstrated teamwork, problem-solving, and the ability to work under pressure. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
