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
As a Financial Adviser at Hargreaves Lansdown (HL) you will be responsible for providing an excellent ongoing advisory service to a bank of clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire business for the group.
We are currently seeking a Financial Adviser based in either the Midlands or the North of England to support and manage a portfolio of clients located across these regions.
We are seeking a confident and skilled communicator with knowledge of financial advice and experience in delivering excellent service to clients. This exciting client-facing role provides the autonomy and accountability to manage your own diary, maintain and grow existing client relationships while working in close partnership with HL’s high performing Advisory team.
What you’ll be doing
1. Proactively managing your time to schedule and conduct annual financial reviews with existing clients
2. Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships
3. Identifying opportunities for new business with existing clients including referrals to specialist Financial Planners and Investment Advisers where appropriate
4. Maintaining a positive application of regulatory requirements
5. Representing HL’s core values to provide an excellent service and provide the best outcomes for clients and the business
About you
6. Qualified to at least QCF/CII level 4,
7. Full UK Drivers License (essential)
8. Excellent verbal and written skills
9. Experience of success in a client facing role
10. Confident communicator and able to demonstrate excellent customer service skills
11. A commercial approach to all aspects of business
12. Highly effective administration and organisational skills
13. Adaptable and proficient working in a fast paced environment
14. Able to assist clients to make informed buying decisions
15. Knowledge and ability to operate within licensing restrictions and approved areas of advice
16. Able to act in line with the T&C scheme within HL and the core values of the group
Salary
The salary for this role is circa £40,000 depending on experience.
Interview process
2 stage interview process including competency-based questions.
Working Schedule
This is a full-time permanent role, working 37.5 hours per week. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required.
We are currently recruiting for a Financial Adviser to visit clients based in the Midlands or North of England.
The induction will be based at our Head Office in Bristol.
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?
17. Discretionary annual bonus*and annual pay review
18. 25 days* holiday plus bank holidays and 1-day additional Christmas closure
19. Option to purchase an additional 5 days holiday**
20. Flexible working options available, including hybrid working
21. Enhanced parental leave
22. Pension scheme up to 11% employer contribution
23. Income Protection and Life insurance (4 x salary core level of cover)
24. Private medical insurance*
25. Health care cash plans - including optical, dental, and outpatient care
26. Health screening programme
27. <- confidential support including mental health counselling and remote GP
28. Wellhub - unlimited access to fitness providers and wellness coach sessions
29. Variety of travel to work schemes with bike storage and shower facilities
30. Inhouse barista and deli serving subsidised coffee and sandwiches
31. Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year