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- Tasks: Provide excellent financial advice and manage client relationships.
- Company: Join the UK's number 1 investment platform, Hargreaves Lansdown.
- Benefits: Competitive salary, flexible working, and generous holiday allowance.
- 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 work environment with opportunities for professional development.
The predicted salary is between 24000 - 36000 £ 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 Leicester employer: Hargreaves Lansdown
Contact Detail:
Hargreaves Lansdown Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Leicester
✨Tip Number 1
Get to know the company inside out! Research Hargreaves Lansdown's values, services, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! As a Financial Adviser, you'll need to be a confident communicator. Try role-playing with a friend or family member to get comfortable discussing financial advice and client needs.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to referrals, which can boost your chances of landing the job.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining Hargreaves Lansdown and investing in your future with us.
We think you need these skills to ace Financial Adviser in Leicester
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 Experience: Make sure to highlight your relevant experience in client-facing roles. We’re looking for confident communicators, so share examples of how you've delivered excellent service and built strong relationships with clients.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to describe your skills and experiences, making it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Hargreaves Lansdown
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by Hargreaves Lansdown. Being able to discuss their products and how they can benefit clients will show that you're genuinely interested and prepared.
✨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.
✨Demonstrate Your Client-Centric Approach
Hargreaves Lansdown values excellent service and client relationships. Be prepared to discuss how you've built and maintained client relationships in previous roles, and how you plan to do the same in this position. Show them that you put clients first!
