Operation Associate in Bath

Our Operations team is central to our business, serving as the main communication point with clients and prioritising them in every interaction. Using internal systems, our operations staff ensure regulatory compliance and maintain high accuracy. Through our Service Progression Pathway, you will gain the knowledge to advance within Financial Services. If you are driven to succeed and want to 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 escalate 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:

• Experience working in financial services, customer services or administrative role.
• 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 requirement.
• Be able to identify and put appropriate measures in place when it comes to vulnerable clients.

Interview process:

Competency based interview conducted online (through Microsoft Teams).

Working schedule:

This role is based in our bright harbourside Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm, 37.5 hours per week. We support hybrid working once you have successfully completed your training and have passed your probation. Our team is required to be in the office a minimum of 2-3 days 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?

• 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.
• 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.
• Inhouse 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.