Investment Helpdesk

12 Oct 2016
27 Oct 2016
Contract Type
Full Time

Hargreaves Lansdown is offering fantastic opportunities to work on our Investment Helpdesk which services our 836,000+ clients.

As the industry leader in providing exceptional service to clients we are seeking enthusiastic, professional and motivated individuals to join the Investment Helpdesk at Hargreaves Lansdown. The Investment Helpdesk plays a huge part in the ongoing success of Hargreaves Lansdown, supporting clients with their investments on our award winning Vantage platform.

Hargreaves Lansdown is trusted with more than £61.7 billion of our clients' savings. The Investment Helpdesk's role is to service our 836,000+ clients. The role is unique in that you will never have the same day twice; queries are varied, at times technical and as such your day will be diverse and fast-paced.

Your primary responsibilities will be to provide investment information and assistance to our loyal and respected client base. You will also be expected to provide a polite and professional approach at all times.

As well as learning about our range of services and investments, you will gain an in-depth understanding of complex areas such as the sophisticated products we offer and industry regulations. In an ever evolving landscape, you will need to react to changes in legislation and explain the relevance and consequences of complex rules and procedures in clear terms.

The person most suited to this role will be looking for a challenge and happy to work in a lively, fast paced environment where client service is paramount. Building strong relationships both internally and externally is key. In return for your hard work we will provide the opportunity for personal development and progression within the Helpdesk and the prospect of obtaining recognised industry qualifications.

Career Development:

A structured 8 week training programme will initially see you spend time on our Client Support team before joining the Investment Helpdesk. It will take approximately 3-4 weeks before you arrive on the Investment team, at which point you will go through a further training programme which will develop a high level of knowledge of the investment products that we offer to our clients

Once competent on the Investment Helpdesk, there is a transparent career path available to ensure that you have the opportunity to build expertise and tailor your Helpdesk career to your interests and aspirations.

A series of structured modules are available which bring with them additional responsibilities and defined salary increases. Examples of modules include pensions, online support, advisory helpdesk and the opportunity to become a ‘Senior Investment Helpdesk Consultant'.

Each module entails dedicated training, assessment and regular feedback. Studying towards professional qualifications complements the development path and is actively supported.

Key Duties and Responsibilities:

  • Answer inbound calls
  • Explain complex rules in plain English
  • Reply to client letters and emails
  • Meet clients face-to-face
  • Liaise with third parties on clients' behalf
  • Ensure clients are treated fairly, in accordance with regulatory guidelines
  • Refer any instances of client dissatisfaction or suspicion of money-laundering appropriately
  • Preserve our reputation for excellence built up within the industry