Operations Associate - Client Accounts Controls Team Excited to grow your career-

Overview

At HL, our strategy is to be the most client-obsessed company and our mission is to empower our clients to save and invest with confidence. Our controls team works to deliver this strategy by processing client assets in line with client instructions and regulatory requirements. The team operates in a fast-paced environment with a same-day turnaround of work. We touch a variety of areas in Client Accounts, from client withdrawals to overdrawn clients and client money funding, and collaborate with other teams to achieve the best client outcomes. The successful candidate will flourish when working closely as part of a team to complete core tasks, while also taking individual ownership of their work. In line with HL values, the candidate should be keen to improve processes, grow knowledge, and implement change. For the right individual, there will be opportunities to pursue professional qualifications related to the job. This is a client-facing role, both by telephone and written communication.

What you\\\’ll be doing

• Operate daily controls on client money leaving the HL Platform, ensuring this occurs in line with internal fraud and money-laundering procedures, as well as client instructions.
• Investigate and resolve discrepancies efficiently, accurately, and with consideration of their implications.
• Monitor and reduce HL Client Money Funding through resolving overdrawn client balances.
• Highlight control gaps and potential improvements within existing HL processes.
• Communicate effectively with clients, maintaining high levels of service in all situations.
• Operate a wide range of daily and monthly controls, spanning across several teams\\\’ processes within the wider Operations department, Monday to Friday, 7.5 hours per day between 8am – 5:30pm. 37.5 hours a week.

Essential

• 3 A Levels at Grade C or higher (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
• Highly computer literate and competent in Microsoft Excel
• A basic understanding of accounting practices
• Knowledge of HL products and services
• Ability to work under pressure
• Strong numerical skills
• Ability to communicate and manage relationships with a variety of stakeholders
• Excellent attention to detail
• Strong team member who can manage fluctuating workloads whilst delivering an outstanding service to clients
• Excellent time management & general organisation
• Analytically and logically minded, able to solve problems & identify the root cause
• Ability to learn quickly, and apply knowledge within differing contexts
• High levels of personal integrity and ownership

Desirable

• Experience of in-house systems, such as Broker Focus and Atlas
• Advanced Excel Skills (including Macros and automation)
• Detail Orientated Work & Data Comparison

About HL and Benefits

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.

• 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
• dependant on role level
• Only available to select during our annual benefits window, in November each year