Overview
Resourcing Team Leader at Hargreaves Lansdown
We have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department. You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work across the business to help clients with complex operational, investment-based or pensions and retirement-based queries.
This role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management.
This role is the first step to develop your career in a Bristol-based Wealth Management company. You will join our tailored training programme that involves side-by-side coaching, interactive workshops on HL's products & services, the systems we use and much more.
Starting salary from £25,070 full-time (37.5 hours), permanent contract, please see below for details about some of the benefits we offer.
What you'll be doing
* Helping clients make the most of their money and improve financial resilience for them and their families
* Solving client queries on HL's investments, products and services by phone, email or virtual chats
* Delivering a tailored, professional, empathetic, and outstanding level of service at every interaction
* Working collaboratively with other teams within the business and external companies
* Supporting the team's risk and control activities to ensure good client outcomes and risk management culture
About you
* We invest in our teams - we don't require you to have a background in financial services. A successful candidate must:
* Possess a growth and learning mindset
* Be ambitious and resilient
* Be results driven, motivated by performance
* Ability to demonstrate:
* Communication skills such as answering calls and responding to clients' emails
* Enjoys working in a fast-paced environment with the ability to meet tight deadlines
* Collaborative approach to work; willing and able to work with other team members to complete tasks
* Organised with the ability to prioritise tasks and workload
* Proficient in MS Office (Outlook, Word, Excel)
In-person assessment centre including interview and tasks.
Working Schedule
This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm with one in three Saturdays from 9.30am to 12.30pm, you will have a rota within these hours.
We support hybrid working once you have successfully completed your training and have passed your probation.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Administrative, Customer Service, and Finance
Industries
* Investment Banking
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