At a Glance
- 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.
- Other info: Experience a vibrant workplace with a focus on learning and collaboration.
- 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.
The predicted salary is between 24610 - 27400 £ 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 × 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
Hargreaves Lansdown is an exceptional employer, offering a dynamic work environment in the heart of Bristol where you can kickstart your career in Financial Services. With a strong focus on employee development through tailored training programmes and mentorship opportunities, we empower our team members to grow and thrive. Our commitment to work-life balance, competitive benefits, and a culture that values service and innovation makes us a standout choice for those seeking meaningful and rewarding employment.
Contact Details:
Hargreaves Lansdown Asset Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Services Representatives in Bristol
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We think you need these skills to ace Customer Services Representatives in Bristol
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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