At a Glance
- Tasks: Support clients with financial queries via calls and emails, providing top-notch service.
- Company: Join the UK's number 1 investment platform in a dynamic Bristol office.
- Benefits: Enjoy 25 days holiday, flexible working, and health perks like private medical insurance.
- Other info: Experience a vibrant workplace with mentorship opportunities and a supportive culture.
- Why this job: Kickstart your career in finance with tailored training and clear progression paths.
- Qualifications: No financial background needed; just bring your ambition and communication skills.
The predicted salary is between 26400 - 26400 £ per year.
Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!
About the role
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 1.9 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. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. 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.
Salary
Starting salary from £26,400 full-time (37.5 hours), permanent contract, please see below for details about some of the benefits we offer.
What you'll be doing
- 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
In-person assessment centre including interview and tasks.
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?
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?
- 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
- 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
- Health screening programme
- Confidential support including mental health counselling and remote GP
- 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. This role may also be available on a flexible working or part-time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Locations
Consultant Service Support in Bath, Somerset employer: Hargreaves Lansdown
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StudySmarter Expert Advice🤫
We think this is how you could land Consultant Service Support in Bath, Somerset
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We think you need these skills to ace Consultant Service Support in Bath, Somerset
Some tips for your application 🫡
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How to prepare for a job interview at Hargreaves Lansdown
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hargreaves Lansdown.
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