Operations Associate - Lodgements & Fulfilment

Posted 3 Days Ago
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Harbor Side, CA
In-Office
Entry level
Financial Services
The Role
As an Operations Associate, you'll ensure timely client asset lodging, support collaboration across departments, and document processes effectively.
Summary Generated by Built In
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 Hargreaves Lansdown.

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

The Lodgements & Fulfilment team work in a fast-paced friendly environment, dedicated to dematerialising client assets into online accounts and supporting the function of the wider business through inbound and outbound mail functions. The team is also at the forefront of significant business impact projects such as the Adare & Upfront Scanning roll outs.

About the role:

We are looking for a new team member who can excel, whether working as part of a dedicated thriving team or on solo projects, with a desire to influence internal change in an ever-evolving regulatory climate. The role is a mixture of operational and regulatory focus which can provide a varied and interesting role for the right individual.

What you'll be doing

  • Ensuring the timely and accurate lodging of client assets in compliance with CASS regulation

  • Collaborate with other departments to support their function, including stakeholder management and utilising knowledge to support with the migration from manual processes to a digital solution

  • Contribute to ensuring all relevant roles are robust, operated effectively and fully documented

About you

  • Computer literate

  • Excellent communication skills

  • Excellent written and numeracy skills

  • Ability to prioritise own workload

  • Excellent attention to detail

  • Ability to use initiative, remain professional under pressure

  • Problem solving skills

  • Client satisfaction oriented

  • Hardworking and dependable

  • Ability to work individually and within a team

  • Proactive and positive

Interview process

  • Competency based interview conducted through Microsoft Teams

Working Schedule

  • This is an office-based at our Bristol head office, BS1 5HL. We offer flexible working hours, spanning Monday to Friday between 8 am and 6 pm.

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.

Top Skills

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The Company
HQ: Bristol
2,038 Employees
Year Founded: 1981

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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