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- Tasks: Join our SIPP & LISA Operations Team to manage client accounts and new business onboarding.
- Company: Top FTSE 100 Wealth Management company based in Bristol.
- Benefits: Competitive salary, flexible working, generous holiday, and health perks.
- Why this job: Kickstart your career in finance with full training and real impact on client outcomes.
- Qualifications: Experience in customer service or administration; strong communication and organisational skills.
- Other info: Dynamic work environment with opportunities for growth and a supportive team culture.
The predicted salary is between 24610 - 27400 £ per year.
We have a new position open for an Operations Administrator to join our SIPP & LISA Operations Team.
Our operations team is split into two different departments: New Business and Client Accounts. New Business deals with the on-boarding of any new money coming onto the platform and Client Accounts deals with the reconciliation and payments out of this money should our clients request it.
This role would suit someone who has experience working within a helpdesk, operational, administration, customer service or contact/call centre environment and is looking to develop their career in Saving and Investments. This role is a great opportunity to develop your career within a Bristol based Top FTSE 100 Wealth Management company. To support you on this journey, you will be given full training from the first day you join.
Salary: Starting salary from £24,610
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, you will have a rota within these hours. We support hybrid working once you have successfully completed your training and are confident on the phone and have passed your 3-month probation.
Your responsibilities for this role include:
- Ensuring all team administrative functions are processed accurately and efficiently
- Ensuring team processes are reliable and effective
- Taking ownership for team results
- Communicating well with your team, department, and wider business
- Taking ownership for resolving any issues that are presented
- Taking part in wider department projects when opportunities arise
- Supporting the team's risk and control activities to ensure good client outcomes and risk management culture
About you: To be successful you should be able to demonstrate that you are confident in writing emails, passionate about delivering excellent client service, organised to meet tight deadlines, have the ability to multi-task, be an inquisitive person, empathic and resilient. Ideally, we are looking for someone who can demonstrate the following:
- Enjoys working in a fast-paced work environment, with the ability to work to tight deadlines
- Has 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)
- Experience processing administrative tasks
Interview process: A competency-based interview conducted online via Microsoft Teams.
Why us? Here at HL, we are the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. To achieve our mission, 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:
- Discretionary annual bonus & annual pay review
- 25 days holiday plus bank holidays and 1-day additional Christmas closure time
- Option to purchase an additional 5 days holiday per year at annual enrolment
- 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 & Life insurance (4 x salary core level of cover)
- Private medical insurance
- Health care cash plans - including optical, dental, and outpatient care
- Help@hand and an Employee Assistance Programme
- Gympass - gym memberships and wellbeing apps available
- Variety of travel to work schemes with free bike storage and shower facilities
- An in-house barista serving subsidised coffee and snacks
- Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
- LifeWorks Discounts on services, restaurants and retailers
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.
Operations Administrator (SIPP & LISA Team) 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 Operations Administrator (SIPP & LISA Team) in Bristol
✨Tip Number 1
Get to know the company inside out! Before your interview, spend some time on their website and social media. Understanding their SIPP & LISA products will not only impress them but also help you tailor your answers to show you're genuinely interested.
✨Tip Number 2
Practice makes perfect! Prepare for competency-based questions by thinking of examples from your past experiences that showcase your skills in customer service, organisation, and teamwork. We all know how important it is to demonstrate these qualities in a fast-paced environment.
✨Tip Number 3
Don’t forget to ask questions! At the end of your interview, have a couple of thoughtful questions ready about the team or the role. This shows you're engaged and keen to learn more about how you can contribute to the SIPP & LISA Operations Team.
✨Tip Number 4
Follow up after your interview! A quick thank-you email reiterating your interest in the role can go a long way. It keeps you fresh in their minds and shows your enthusiasm for joining the team. Plus, it’s a great chance to highlight any points you might have missed during the chat!
We think you need these skills to ace Operations Administrator (SIPP & LISA Team) in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Operations Administrator role. Highlight your experience in administration, customer service, or any relevant operational roles. We want to see how your skills align with what we do!
Showcase Your Communication Skills: Since this role involves a lot of communication, be sure to demonstrate your writing skills in your application. Use clear and concise language, and don’t forget to proofread for any typos. We love a well-presented application!
Highlight Your Organisational Skills: We’re looking for someone who can juggle multiple tasks effectively. In your application, share examples of how you’ve managed tight deadlines or prioritised workloads in previous roles. Show us you can keep things running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Hargreaves Lansdown Asset Management Limited
✨Know Your Products
Before the interview, take some time to familiarise yourself with SIPP and LISA products. Understanding these financial products will not only help you answer questions confidently but also show your genuine interest in the role.
✨Demonstrate Your Customer Service Skills
Since this role involves client interaction, be prepared to share examples of how you've delivered excellent customer service in previous positions. Think of specific situations where you resolved issues or went above and beyond for a client.
✨Show Your Organisational Skills
The job requires strong organisational abilities, so come ready to discuss how you prioritise tasks and manage your workload. You might even want to mention any tools or methods you use to stay organised, like to-do lists or project management software.
✨Prepare for Competency Questions
As the interview is competency-based, practice answering common questions using the STAR method (Situation, Task, Action, Result). This will help you structure your responses clearly and effectively, showcasing your skills and experiences relevant to the role.
