Responsibilities
- 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
- Working collaboratively with other teams within the business and external companies
- Supporting the team's risk and control activities to ensure good client outcomes and risk management culture
Requirements
- Possess a growth and learning mindset
- Be ambitious and resilient
- Thrive under pressure
- Be results driven, motived by performance
Nice to Have
- Experience in service-related roles
- Ability to demonstrate ability in the following areas: Communication skills such as answering calls and responding to clients’ emails
- Enjoys working in a fast-paced work environment, with the ability to work to tight deadlines
- Have a collaborative approach to work, willing and able to work with other team members to complete tasks
- Organised approach with the ability to prioritise tasks and workload effectively
- Able to use MS office (Outlook, Word, Excel)
Benefits
- Discretionary annual bonus
- 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 outpatient care
- 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
Work Arrangement
Hybrid
Additional Information
- This role is the first step to develop your career in a Wealth Management company. 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.
- The working hours we offer are Monday to Friday between 8am to 6pm with one in three Saturdays from 9.30am to 12.30pm, you will have a rota within these hours.
- 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.
