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- Tasks: Help clients save and invest while managing your own schedule and client relationships.
- Company: Join Hargreaves Lansdown, the UK's top investment platform with over 40 years of experience.
- Benefits: Enjoy flexible working, generous holiday, health perks, and a supportive work environment.
- Why this job: Be part of a dynamic team focused on client success and personal growth in finance.
- Qualifications: Must be QCF/CII level 4 qualified or close, with strong communication and client service skills.
- Other info: Full-time role with opportunities for hybrid working and two paid volunteering days annually.
The predicted salary is between 24000 - 33600 £ 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
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, or close to qualifying (essential)
- 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. We are currently recruiting for two Financial Adviser positions, across two teams, to cover clients based across the UK. 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 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. 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.
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
Familiarise yourself with Hargreaves Lansdown's core values and mission. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs to show you're a great cultural fit.
✨Tip Number 2
Prepare to discuss your client-facing experiences in detail. Think of specific examples where you've successfully built relationships or identified new business opportunities, as this will be crucial in showcasing your suitability for the role.
✨Tip Number 3
Network with current or former employees of Hargreaves Lansdown. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 4
Stay updated on financial regulations and market trends. Being knowledgeable about the latest developments will not only boost your confidence but also impress the interviewers with your commitment to providing informed advice.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Financial Adviser role. Emphasise your client-facing experience, communication skills, and any qualifications you have, such as QCF/CII level 4.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Hargreaves Lansdown that attract you, and explain how your background makes you a great fit for their team.
Showcase Your Communication Skills: Since excellent verbal and written communication is crucial for this role, ensure your application is clear, concise, and free of errors. Use professional language while still being personable to reflect your communication style.
Prepare for Competency Questions: Anticipate the types of competency-based questions you might face in the interview process. Think of examples from your past experiences that demonstrate your ability to manage client relationships and deliver excellent service.
How to prepare for a job interview at Hargreaves Lansdown
✨Showcase Your Communication Skills
As a Financial Adviser, excellent communication is key. Be prepared to demonstrate your ability to explain complex financial concepts clearly and concisely. Use examples from your past experiences where you successfully communicated with clients.
✨Understand the Company Values
Familiarise yourself with Hargreaves Lansdown's core values and mission. During the interview, align your answers to reflect how your personal values and work ethic resonate with theirs, particularly in providing excellent service and client outcomes.
✨Prepare for Competency-Based Questions
Since the interview process includes competency-based questions, think of specific instances where you've demonstrated skills relevant to the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Demonstrate Your Client-Facing Experience
Highlight your experience in client-facing roles. Discuss how you've built and maintained relationships, identified new business opportunities, and provided exceptional service. This will show your potential to thrive in a client-centric environment.
