At Hargreaves Lansdown our strategy is to be the most client obsessed company and our mission is to empower our clients to save and invest with confidence. Everything we do in the controls 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, with a consistent same day turnaround of work. We touch a variety of areas in Client Accounts, from client withdrawals to overdrawn clients and client money funding, and have to work closely alongside other teams to achieve the best client outcomes. 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. For the right individual, there will be the opportunity to pursue professional qualifications related to the job. This is a client facing role, both by telephone and written communication.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
What you'll be doing
Operate daily controls on client money leaving the HL Platform, ensuring this occurs in line with internal fraud and money-laundering procedures, as well as client instructions.
Investigate and resolve discrepancies efficiently, accurately, and with consideration of their implications.
Monitor and reduce HL Client Money Funding through resolving overdrawn client balances.
Highlight control gaps and potential improvements within existing HL processes.
Communicate effectively with clients, maintaining high levels of service in all situations
Operate a wide range of daily and monthly controls, spanning across several teams' processes within the wider Operations department
About you
Essential
3 A Levels at Grade C or higher (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
Highly computer literate and competent in Microsoft Excel
A basic understanding of accounting practices
Knowledge of HL products and services
Ability to work under pressure
Strong numerical skills
Ability to communicate and manage relationships with a variety of stakeholders
Excellent attention to detail
Strong team member who can manage fluctuating workloads whilst delivering an outstanding service to clients.
Excellent time management & general organisation
Analytically and logically minded, able to solve problems & identify the root cause
Ability to learn quickly, and apply knowledge within differing contexts
High levels of personal integrity and ownership
Desirable
Experience of in-house systems, such as Broker Focus and Atlas
Advanced Excel Skills (including Macros and automation)
Detail Orientated Work & Data Comparison
Interview process
Competency based interview conducted through Microsoft Teams
Working Schedule
Monday to Friday, 7.5 hours per day between 8am - 5:30pm. 37.5 hours a week
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