Estates & Asset Management Advisor

1 week ago


Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

We are looking for great people to join us in the first helpdesk that sits directly with operations, so please come, and invest in YOUR future at Hargreaves Lansdown. You will be joining our team at a very exciting time, as one of the top six priorities in the business we are looking to move to salesforce. Our teams' purpose is to support clients through the handling of the estate, or the pension, and make their lives that little bit easier. Comments from our existing team members include: 'It has really helped my learning and development being able to join a small team who are all great to work with' 'The Bereavement Advisor role can be challenging but is very worthwhile and always feels rewarding when you have helped someone at a difficult time'
You will be answering internal and external calls from bereaved clients relating to an estate or pension. This will be over core hours of 8am to 5pm Monday to Friday
Experience within Operations, Helpdesk or Client Services with proven ability to work to the highest possible standards of accuracy and service to drive the right outcomes for clients, colleagues, and the business.
This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm. You will have a rota within these hours.
We support hybrid working once you have successfully completed your training and have passed your probation
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