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- Tasks: Provide excellent financial advice and manage client relationships to help them invest for a better future.
- Company: Join Hargreaves Lansdown, the UK's number 1 investment platform with a dynamic culture.
- Benefits: Enjoy competitive salary, flexible working, generous holiday, and health benefits.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
- Qualifications: Must be QCF/CII level 4 qualified with strong communication and customer service skills.
- Other info: Opportunity for continuous learning and career growth in a supportive environment.
The predicted salary is between 28800 - 48000 £ 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 Hargreaves Lansdown.
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
As a Financial Adviser at Hargreaves Lansdown (HL) you will be responsible for providing an excellent ongoing advisory service to a bank of clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire business for the group.
We are seeking a confident and skilled communicator with knowledge of financial advice and experience in delivering excellent service to clients. This exciting client-facing role provides the autonomy and accountability to manage your own diary, maintain and grow existing client relationships while working in close partnership with HL’s high performing Advisory team.
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 * and 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 x salary core level of cover)
- Private medical insurance*
- Health care cash plans – including optical, dental, and out patient care
- Health screening programme
- Help@hand – confidential support including mental health counselling and remote GP
- Wellhub – unlimited access to fitness provider s and w ellness c oach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- T wo paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each 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.
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Financial Adviser employer: Hargreaves Lansdown
Contact Detail:
Hargreaves Lansdown Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the job hunt. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that chance to chat with potential employers, make sure you can confidently explain why you’re the perfect fit for the Financial Adviser role. Highlight your experience and how you can help clients achieve their financial goals.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, send a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining us at Hargreaves Lansdown. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you're excited about the opportunity to help clients save and invest for a better future.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience and skills that match what we're looking for. Focus on your client-facing roles and any financial advice experience you've had – it’ll make you stand out!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Hargreaves Lansdown
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the services Hargreaves Lansdown offers. Be ready to discuss how you can help clients make informed decisions and identify new business opportunities.
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need to demonstrate excellent verbal and written communication skills. Practice explaining complex financial concepts in simple terms, and be prepared to share examples of how you've successfully built client relationships in the past.
✨Prepare for Competency Questions
Since the interview process includes competency-based questions, think about specific situations where you've excelled in a client-facing role. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Emphasise Your Adaptability
The role requires working in a fast-paced environment, so be ready to discuss how you've adapted to changes in previous roles. Share examples of how you've managed your time effectively and maintained high service standards while juggling multiple tasks.