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- Tasks: Provide excellent financial advice and manage client relationships for a brighter future.
- Company: Join the UK's number 1 investment platform, Hargreaves Lansdown.
- Benefits: Competitive salary, flexible working, generous holiday, and health perks.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: QCF/CII level 4 qualified with strong communication skills.
- Other info: Dynamic team environment with opportunities for continuous learning and development.
The predicted salary is between 24000 - 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 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
- 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 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 in Gloucester employer: Hargreaves Lansdown
Contact Detail:
Hargreaves Lansdown Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a Financial Adviser role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios you might face. Think about how you can showcase your client-facing experience and communication skills, as these are key for the role at HL.
✨Tip Number 3
Don’t forget to research HL’s core values and mission. When you understand what they stand for, you can tailor your responses to show how you align with their ethos during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of the HL team. So, go ahead and hit that apply button!
We think you need these skills to ace Financial Adviser in Gloucester
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your enthusiasm for the role and our company.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we're looking for. Mention specific examples that demonstrate your client-facing experience and communication skills.
Keep It Clear and Concise: We appreciate a well-structured application. Use clear language and keep your sentences concise. This makes it easier for us to see why you’d be a great fit for the Financial Adviser role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application 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 offered by Hargreaves Lansdown. Be prepared to discuss how you can help clients make informed decisions and maximise their investments.
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need to demonstrate excellent verbal and written communication skills. Practice articulating complex financial concepts in simple terms, and be ready to share examples of how you've successfully communicated with clients in the past.
✨Prepare for Competency Questions
Since the interview process includes competency-based questions, think of specific situations where you've excelled in client-facing roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Emphasise Your Client Relationship Skills
Hargreaves Lansdown values strong client relationships, so be ready to discuss how you've built and maintained these in previous roles. Share examples of how you've identified new business opportunities and provided exceptional service to clients.
