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 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 Client Records team works to deliver this strategy. We operate controls to ensure that we process client assets in line with client instructions and regulatory requirements. The team works in a fast-paced environment, interacting with numerous areas of the business and 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. Within the Client Records team we have a large range of daily tasks. We are responsible for general management of client information. KEY DUTIES AND RESPONSIBILITIES: Updates of Client details eg Address, Name, Personal Details Maintenance of Trust, Company, and Charity accounts Application of Power of Attorney documents Collaboration with other departments to ensure a smooth client journey Investigate and resolve discrepancies on accounts Operate a range of daily and monthly controls 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 Experience of in-house systems, such as Broker Focus and Atlas Advanced Excel Skills Detail Orientated Work & Data Comparison We know that sometimes the 'perfect candidate' doesn't exist, and that 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. You could be just what we need! 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. Hargreaves Lansdown is the UK's number one platform for private investors. Our purpose is to empower people to save and invest with confidence, and today, we are trusted with more than £120 billion by over 1.7 million clients. We are based in the heart of Bristol now with over 2,000 colleagues. We believe we have a workplace like no other, with constant learning, dynamic teams and a great ethos. We're steered by our core values that promote service, quality, innovation, and opportunity in everything we do. For more information about careers at HL and to see all our vacancies, please visit our careers website.