At a Glance
- Tasks: Manage client information and support team processes in a fast-paced environment.
- Company: Hargreaves Lansdown, a client-focused financial services company.
- Benefits: Competitive salary, supportive team culture, and opportunities for personal growth.
- Other info: Great chance to learn and grow in a thriving financial environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 3 A Levels or equivalent, teamwork experience, and attention to detail.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
At Hargreaves Lansdown our strategy is to be a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Client Records team works to deliver this strategy. We operate controls to ensure that we process client assets in line with client instructions and regulatory requirements. The team works in a fast-paced environment, interacting with numerous areas of the business and clients. The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change.
Within the Operations team we have a large range of daily tasks. We are responsible for general management of client information.
KEY DUTIES AND RESPONSIBILITIES:
- Disclosing client information to third party organizations
- Process our Junior ISA accounts - maintain records, updates, conversions
- To action incoming client and third party queries, by post and email
- Liaise and support our helpdesk function and other teams - answering and monitoring daily requests into the team.
- Collaboration with other departments to ensure a smooth client journey
- Investigate and resolve discrepancies on accounts
- Operate a range of daily and monthly controls
- Communicate effectively with clients, maintaining high levels of service in all situations
- Ensuring team processes are reliable and effective
- Taking part in wider department projects when opportunities arise
About you
Essential
- 3 A Levels (or equivalent)
- Have worked in a fast moving environment, with a proven ability to work to the highest possible standards of accuracy and service.
- Have worked as part of an effective and successful team
- Ability to work under pressure
- Excellent attention to detail
- Strong team member who can manage fluctuating workloads
- Ability to learn quickly, and apply knowledge within differing contexts
Desirable
- Experience of in-house systems, such as Broker Focus and Atlas
- Advanced Excel Skills
- Detail Orientated Work & Data Comparison
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Operations Associate in Newport employer: Hargreaves Lansdown
Hargreaves Lansdown is an exceptional employer that prioritises client empowerment and team collaboration, making it an ideal workplace for those seeking meaningful roles in the financial services sector. With a strong focus on employee growth, we offer opportunities to enhance skills and contribute to process improvements within a supportive and dynamic work culture. Located in a vibrant area, our team enjoys a fast-paced environment that fosters innovation and teamwork, ensuring every member can thrive while delivering outstanding service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Associate in Newport
✨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 Operations Associate in Newport
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.
