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
At Hargreaves Lansdown our strategy is to be the most client obsessed company and our mission is to empower our clients to save and invest with confidence. Everything we do in the controls 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, with a consistent 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 have to work closely alongside 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, 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. For the right individual, there will be the opportunity 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
About you
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
Interview process
Competency based interview conducted through Microsoft Teams
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.
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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.
