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
This role will be on the Dividends team, who are responsible for ensuring all dividend payments are released to clients in an accurate and timely manner. In the past 12 months we have processed over 30,000 events and paid more than £1.2b to our clients.These payments range from Equities, Property Distributions, VCT’s, Interest, Overseas and Accumulation events. You will cover simple events for a handful of clients, to several million for our larger holdings.
Whilst learning the Dividends process, you will develop a knowledge of reconciliation, trading, transfers, global withholding tax and regulation of nearly all types of investment.
You will work as part of the overall team but will ultimately have sole responsibility for individual cases. The role can be demanding, particularly in the build up to month-end and will require you to liaise both with internal departments and fund management groups. All in all, you be responsible for ensuring our clients receive their dividends promptly.
What you'll be doing
Ensure clients’ accounts are accurately updated in a timely manner with any dividend payments, meeting CASS obligations.
Responding to client queries within a timely manner, ensuring clients are informed first time.
Confidently liaise with other companies and internal departments, quickly resolving any queries that arise.
Assisting with daily, weekly, monthly and annual reports and audits.
Ensuring our underpinned database that populates the end of year tax certificates is accurate and up to date.
About you
Essential
Excellent organisational skills.
Proactive and willing to learn new skills.
Ability to work collaboratively to achieve results.
Motivated to achieve high standards.
Drive to deliver quality client service.
Exceptional attention to detail.
Excellent communication skills.
Taking pride in your work.
Desirable
Customer service experience
Administration experience
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 organisational skills
- Proactive attitude and willingness to learn new skills
- Ability to work collaboratively to achieve results
- Motivation to achieve high standards
- Drive to deliver quality client service
- Exceptional attention to detail
- Excellent communication skills
- Taking pride in your work
- Customer service experience
- Administration experience
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.
