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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 ÂŁ per year.
We have a new position open for a Helpdesk Consultant 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
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 8 am to 6 pm with one in three Saturdays from 9.30 am to 12.30 pm, you will have a rota within these hours. We support hybrid working once you have successfully completed your training and have passed your probation.
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 Services Representatives 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 Representatives in Bristol
✨Tip Number 1
Get to know the company inside out! Research their values, products, and services. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with clients directly, it's crucial to articulate your thoughts clearly. Try mock interviews with friends or family to build confidence and get feedback.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which can boost your chances of landing that job.
✨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 awesome team at Hargreaves Lansdown.
We think you need these skills to ace Customer Services Representatives in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Helpdesk Consultant 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.
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 or sought out professional development opportunities in the past. This will show us you're ready to thrive in a fast-paced environment.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. Plus, we can't wait to hear from you!
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 the financial landscape they operate in. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Practice Empathy in Your Responses
Since this role involves helping clients with their financial queries, practice responding to hypothetical client scenarios with empathy and professionalism. Think about how you would feel as a client and how you can provide the best support possible.
✨Showcase Your Communication Skills
During the interview, focus on demonstrating your communication skills. Be clear and concise in your answers, and don’t hesitate to ask for clarification if you don’t understand a question. This shows that you’re engaged and willing to ensure effective communication.
✨Prepare for Role-Play Scenarios
Expect to participate in role-play exercises during the assessment centre. These are designed to evaluate how you handle real-life situations. Practise common customer service scenarios, focusing on problem-solving and maintaining a positive attitude under pressure.
