Customer Training Support Advisor
4 weeks ago
January start, and hybrid working available. We have a new position open for a Customer Service Representative to join our leading financial helpdesk, either in our Investment or Pension department.
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 be able 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.
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.
I have benefited from both the in-house training as well as the encouragement and sponsorship of both the company and my managers to undertake external qualifications. Charlie who has been promoted to Head of Pension Helpdesk. "Starting my career at HL's Helpdesk was a fantastic opportunity for me. It allowed me to gain a comprehensive understanding of our business, products, clients, and the broader financial landscape. The skills and knowledge I acquired during my time on the Helpdesk propelled my progress across various departments."
Starting salary from £24,610 full-time (37.5 hours), permanent contract
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
Supporting the team's risk and control activities to ensure good client outcomes and risk management culture
We invest in our teams - we don't require you to have a background in financial services. Be results driven, motived by performance
Able to use MS office (Outlook, Word, Excel)
A great opportunity to visit our central office and see what it's like to work here.
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 9.30pm, you will have a rota within these hours.
We support hybrid working once you have successfully completed your training and have passed your probation.
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 and invest with confidence.
We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
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
~ Sharesave scheme - have a real stake in HL's future
~ 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
~ - confidential support including mental health counselling and remote GP
~ Variety of travel to work schemes with bike storage and shower facilities
~ Inhouse barista and deli serving subsidised coffee and sandwiches
~ 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.
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