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
Forming part of the Client Accounts department, the withdrawals team are responsible for all cash withdrawals made from clients' accounts. We are the team that process Online, Telephone and Written withdrawals requests from clients as well as Transfer Out Payments to other providers and payments to Executors or Solicitors for Estates. We also manage all LISA withdrawals and live reporting to HMRC. We do so, ensuring we comply with the relevant anti-fraud and money laundering regulations and carry out due diligence to protect our clients’ money.For the right individual there is an opportunity to develop a range of skills and pursue further professional qualifications. You will acquire knowledge of, and learn to use, back office systems such as Broker Focus. Through keeping error rates low and carrying out processes diligently, you will ensure that HL delivers the best outcome for our clients. You will also help devise improvements to existing processes and implement change.
What you’ll be doing
Ensure payments for client requests are processed timely, accurately within daily deadlines
Investigate and complete queries in a timely manner, provide updates and escalations of queries internally and externally, keeping stakeholders informed of any issues or difficulties
Responsible for the correct recording and updating of queries including the identification and prioritisation of queries that are affected by regulatory deadlines.
Actively seek ways of improving process efficiency, implementing industry best practice and identifying cost saving initiatives
Act as the process owner of client journeys for payment activities; actively take part in improving customer experience
Liaising with numerous departments in the Business to ensure client experience when taking their money is as smooth and easy as possible
About you
An excellent team member who can manage fluctuating workloads whilst delivering an outstanding service to clients.
Excellent attention to detail and numeracy skills
Ability to perform under pressure and to deadlines
Highly organised and collaborative
Good problem solving skills
Interview process
Competency based interview conducted through Microsoft Teams and attention to detail test
Working Schedule
Monday to Friday, 7.5 hours per day between 8am – 5:30pm. 37.5 hours a week
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
* dependant on role level
** only available to select during our annual benefits window, in November each 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.
Skills Required
- Excellent attention to detail and numeracy skills
- Ability to perform under pressure and meet deadlines
- Highly organised and collaborative
- Good problem-solving skills
- Ability to manage fluctuating workloads while delivering excellent client service
- Teamwork and collaboration skills
What We Do
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.
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