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 Reconciliations team work in a fast-paced friendly environment where they’re charged with giving clients the certainty that their cash and assets are secure at all times. 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.
KEY DUTIES AND RESPONSIBILITIES:
- Ensure the timely and accurate completion of reconciliations in compliance with CASS regulation.
- Collaborate with other departments to drive the prompt resolution of any discrepancies found.
- Compile and submit regular attestations to internal stakeholders as well as the FCA.
- Contribute to ensuring all relevant controls are robust, operated effectively and fully documented.
PERSON SPECIFICATION
ESSENTIAL
QUALIFICATIONS
- A levels (or equivalent)
- Financial Services Exam(s)
KNOWLEDGE
- Computer literate, particularly with Microsoft Excel
- In-depth knowledge of HL products and services
EXPERIENCE
- Previous reconciliations experience
SKILLS
- Excellent communication skills
- Good written and numeracy skills
- Ability to prioritise own workload
- Excellent attention to detail
- Ability to remain professional under pressure
ATTRIBUTES
- Client satisfaction orientated
- Hardworking and dependable
- Ability to work individually and within a team
- Proactive and positive
DESIRABLE
QUALIFICATIONS
- Educated to degree level 2.1 or above
KNOWLEDGE
- Knowledge of financial services
- Experience with Microsoft Office and using in-house systems such as BrokerFocus and RecApp
- Understanding of FCA and CASS regulations
EXPERIENCE
- Experience of dealing with clients, responding to queries and providing exceptional client service.
- Wider financial services experience
SKILLS
- Ability to use initiative
- Excellent written and numeracy
- Problem solving skills
ATTRIBUTES
- Innovative
- Willingness to learn and desire to develop professionally
- Desire to contribute to the company’s success and uphold its exceptional reputation and standards
- Desire to work towards accounting qualifications
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.
