At a Glance
- Tasks: Manage client relationships and conduct financial reviews while collaborating with a high-performing team.
- Company: Join HL, the UK's top investment platform with a vibrant culture.
- Benefits: Enjoy a competitive salary, bonus opportunities, and generous holiday allowance.
- Other info: Dynamic work environment with excellent growth potential and a focus on learning.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Must be QCF/CII level 4 qualified with strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
Accountability to manage your own diary, maintain and grow existing client relationships while working in close partnership with HL's high performing Advisory team.
Responsibilities
- 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.
Qualifications
- 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.
- 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 for this role is circa £40,000 depending on experience.
Interview process: 2 stage interview process including competency-based questions.
Working Schedule: Full-time permanent role, 37.5 hours per week. The candidate will have autonomy to schedule client meetings and travel for face-to-face appointments with clients as required. 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.
Benefits
- Discretionary annual bonus and annual pay review.
- 25 days holiday plus.
Financial Adviser employer: Hargreaves Lansdown
At HL, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters continuous learning and collaboration within our high-performing Advisory team. Located in the vibrant city of Bristol, we provide our Financial Advisers with the autonomy to manage their own client relationships while benefiting from a supportive environment that encourages professional growth and innovation. With competitive salaries, a discretionary annual bonus, and generous holiday allowances, we ensure our employees are rewarded for their hard work and dedication.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hargreaves Lansdown. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hargreaves Lansdown.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hargreaves Lansdown's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hargreaves Lansdown will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hargreaves Lansdown employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
