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 HL.
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 looking for 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
Proactively managing your time to schedule and conduct annual financial reviews with existing clients
Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships
Identifying opportunities for new business with existing clients including referrals to specialist Financial Planners and Investment Advisers where appropriate
Maintaining a positive application of regulatory requirements
Representing HL's core values to provide an excellent service and provide the best outcomes for clients and the business
About you
Qualified to at least QCF/CII level 4,
Full UK Drivers License (essential)
Excellent verbal and written skills
Experience of success in a client facing role
Confident communicator and able to demonstrate excellent customer service skills
A commercial approach to all aspects of business
Highly effective administration and organisational skills
Adaptable and proficient working in a fast paced environment
Able to assist clients to make informed buying decisions
Knowledge and ability to operate within licensing restrictions and approved areas of advice
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?
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 out patientcare
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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