Operations Associate - Transfers in Bristol

Our Service team is the centre of the business, we are often the main point of communication with our clients and put them at the heart of every interaction. Utilising internal systems, service colleagues pride themselves on adhering to regulatory compliance and keeping the upmost accuracy. Through our successful Service Progression Pathway, you will acquire the knowledge to continue to grow professionally within Financial Services. If you are driven to succeed and are looking to further develop your career, we need your help to make us even better!

What you'll be doing:

• Communicating with our Clients in a variety of ways depending on client preference, such as letter, email and chat.
• Delivering a uniquely personalised service by listening to their needs, resolving first time, and ensuring the right outcome for the client and HL.
• Adhering to and understanding the relevant policies, controls, regulatory rules applicable to your role.
• Clear knowledge on when to elevate an issue or concern.
• Able to identify and support vulnerable clients.
• Supports the team's risk and control activities to ensure good client outcomes and risk management culture.
• Working collaboratively with other teams within the business and external companies.

About you:

Essential:

• Experience working within financial services or another Client facing business.
• Proven ability to work to a high accuracy and service.
• Experience of dealing with internal or external clients.
• Excellent interpersonal, organisation and communication skills.
• Proactive and driven, taking ownership.
• Highly computer literate and competent in Microsoft Office.
• Ability to work under pressure.
• A strong desire to learn and have a holistic understanding of a process or issue.
• Proven track record in concern for and adherence to regulatory requirements.

Desirable:

• Experience working within Transfers/Estates.

Interview process:

• Competency based interview conducted through Microsoft Teams.

Working Schedule:

• Monday to Friday, shifts between 8am - 6pm. 37.5 hours a week.

Why us?

Here at HL, 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 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 out patient 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 inhouse 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.

* dependant on role level

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.