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- Tasks: Manage client relationships and conduct annual financial reviews to maximise opportunities.
- Company: Join the UK's number 1 investment platform, Hargreaves Lansdown, based in Bristol.
- Benefits: Enjoy a competitive salary, flexible working, and generous holiday allowance.
- Why this job: Make a real impact by helping clients make informed financial decisions.
- Qualifications: Must be QCF/CII level 4 qualified with excellent communication skills.
- Other info: Dynamic team environment with opportunities for continuous learning and growth.
The predicted salary is between 38000 - 42000 £ per year.
What you'll be doing:
- Proactively managing your time to schedule and conduct annual financial reviews with existing clients.
- Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships.
- Identifying opportunities for new business with existing clients including referrals to specialist Financial Planners and Investment Advisers where appropriate.
- Maintaining a positive application of regulatory requirements.
- Representing HL's core values to provide an excellent service and provide the best outcomes for clients and the business.
About you:
- Qualified to at least QCF/CII level 4.
- Full UK Drivers License (essential).
- Excellent verbal and written skills.
- Experience of success in a client facing role.
- Confident communicator and able to demonstrate excellent customer service skills.
- A commercial approach to all aspects of business.
- Highly effective administration and organisational skills.
- Adaptable and proficient working in a fast paced environment.
- Able to assist clients to make informed buying decisions.
- Knowledge and ability to operate within licensing restrictions and approved areas of advice.
- Able to act in line with the T&C scheme within HL and the core values of the group.
Salary:
The salary for this role is circa £40,000 depending on experience.
Interview process:
2 stage interview process including competency-based questions.
Working Schedule:
This is a full-time permanent role, working 37.5 hours per week. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required. The induction will be based at our Head Office in Bristol.
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.
- 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 × 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.
- Travel 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.
Financial Adviser in City of Westminster employer: Hargreaves Lansdown
Contact Detail:
Hargreaves Lansdown Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in City of Westminster
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice makes perfect! Prepare for those competency-based questions by running through common scenarios you might face as a Financial Adviser. Think about how you’ve handled client relationships and regulatory challenges in the past.
✨Tip Number 3
Show off your skills! During interviews, don’t just talk about your qualifications; demonstrate your excellent communication and customer service skills. Use real-life examples to illustrate how you’ve helped clients make informed decisions.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows us you’re genuinely interested in being part of our team at HL, and it gives you a better chance to stand out from the crowd.
We think you need these skills to ace Financial Adviser in City of Westminster
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Adviser role. Highlight your relevant experience, especially in client-facing roles, and show how you embody our core values at HL.
Show Off Your Skills: We want to see your excellent verbal and written skills shine through. Use clear, concise language and provide examples of how you've successfully managed client relationships or identified new business opportunities.
Be Authentic: Let your personality come through in your application. We value authenticity, so don’t be afraid to share your passion for helping clients make informed decisions and how you approach challenges in a fast-paced environment.
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you're serious about joining our team at HL!
How to prepare for a job interview at Hargreaves Lansdown
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the regulatory requirements relevant to the role. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you turned a challenging client interaction into a positive outcome. This will demonstrate your excellent customer service skills.
✨Practice Competency Questions
Since the interview includes competency-based questions, practice answering them using the STAR method (Situation, Task, Action, Result). This will help you structure your responses clearly and effectively.
✨Align with Core Values
Familiarise yourself with HL's core values and think about how your personal values align with them. Be ready to discuss how you can contribute to their mission of providing excellent service and outcomes for clients.