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 a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Retirement team works to deliver this strategy. We ensure we process client assets in line with client instructions and regulatory requirements. The team works in a fast-paced environment, interacting with numerous other teams in our area of the business, as well as clients.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.
KEY DUTIES AND RESPONSIBILITIES:
- Processing retirement applications and resolve related queries
- Updating and maintaining relevant client data
- Collaboration with other departments to ensure a smooth client journey
- Operate within the control and risk framework of the team
- Communicate effectively with clients, maintaining high levels of service in all situations
- Ensuring team processes are reliable and effective
- Taking part in wider department projects when opportunities arise
About you
Essential
- 3 A Levels (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
- Ability to work under pressure
- Excellent attention to detail
- Strong team member who can manage fluctuating workloads
- Ability to learn quickly, and apply knowledge within differing contexts
Desirable
- Knowledge of retirement products such as Drawdown and Annuities
- Experience of in-house systems, such as Broker Focus and Atlas
- Advanced Excel Skills
- Detail Orientated Work & Data Comparison
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.
