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- Tasks: Provide excellent advisory services and conduct annual reviews for clients.
- Company: Join Hargreaves Lansdown, the UK's top investment platform with over 40 years of experience.
- Benefits: Enjoy flexible working, generous holiday, and a range of health and wellness perks.
- Why this job: Be part of a dynamic team focused on client success and personal growth.
- Qualifications: Must be QCF/CII level 4 qualified or close to qualifying, with strong communication skills.
- Other info: This role offers autonomy in scheduling and the chance to work with a high-performing team.
The predicted salary is between 24000 - 40000 £ 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 out patient 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 in Bristol employer: Hargreaves Lansdown
Contact Detail:
Hargreaves Lansdown Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Bristol
✨Tip Number 1
Familiarise yourself with Hargreaves Lansdown's core values and mission. During your interactions, whether in networking or interviews, demonstrate how your personal values align with theirs to show you're a great cultural fit.
✨Tip Number 2
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 when applying and during interviews.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences in client-facing roles. Think of specific examples where you've demonstrated excellent customer service and communication skills, as these are crucial for the Financial Adviser position.
✨Tip Number 4
Stay updated on financial regulations and market trends. Being knowledgeable about the current financial landscape will not only boost your confidence but also impress interviewers with your commitment to providing informed advice to clients.
We think you need these skills to ace Financial Adviser in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and client management. Emphasise your qualifications, particularly if you are QCF/CII level 4 qualified or close to qualifying.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention specific skills that align with the job description, such as excellent communication and customer service abilities.
Showcase Relevant Experience: In your application, provide examples of how you've successfully managed client relationships and identified new business opportunities in previous roles. This will demonstrate your capability to excel in the position.
Prepare for Competency-Based Questions: Since the interview process includes competency-based questions, think of specific situations where you've demonstrated key skills like adaptability, organisation, and effective communication. Prepare to discuss these examples in detail.
How to prepare for a job interview at Hargreaves Lansdown
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need to demonstrate excellent verbal and written communication skills. Prepare examples of how you've successfully communicated complex financial concepts to clients in the past.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory requirements relevant to financial advising. Be ready to discuss how you ensure compliance while providing excellent service to clients.
✨Demonstrate Client Relationship Management
Prepare to share your experiences in managing client relationships. Highlight specific instances where you've identified opportunities for new business or referrals, showcasing your proactive approach.
✨Be Ready for Competency-Based Questions
Since the interview process includes competency-based questions, think of scenarios that illustrate your problem-solving abilities, adaptability, and success in client-facing roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
