Investment Helpdesk Consultant
- Recruiter
- Anonymous
- Location
- Bristol
- Salary
- Competitive
- Posted
- 24 Feb 2017
- Closes
- 24 Mar 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Hargreaves Lansdown is offering fantastic temporary and permanent 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 ??61.7.8 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
Essential Skills and Attributes:
Minimum 2 A-Levels or equivalent
Basic computer literacy
Excellent verbal communication skills
Excellent telephone manner
Excellent written skills
Excellent numeracy skills
Excellent attention to detail
Excellent organisational skills
Ability to perform under pressure
Hardworking
Client satisfaction orientated
Patient, reliable, conscientious and trustworthy
Professional approach
Proactive and positive
Excellent team player who can contribute and engage with our unique culture
Sense of pride from doing a good job
Drive to deliver outstanding client service
Desirable Skills and Attributes:
Degree level 2:2 or above
Basic knowledge of financial services
Competent computer user; proficient with Microsoft Office and using in-house systems
Knowledge of products and services offered by Hargreaves Lansdown
Any relevant experience (e.g. working in an office, customer service role, etc.)
Experience of financial services
Experience of holding positions of responsibility (work or non-work related)
Confident, accomplished telephone manner
Ability to prioritise workload and meet deadlines
Problem solving skills
Analytical skills
Ability to use initiative
Genuine interest in financial services
Willingness to learn and desire to develop professionally
Desire to contribute to the Company's success and uphold its exceptional reputation
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 ??61.7.8 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
Essential Skills and Attributes:
Minimum 2 A-Levels or equivalent
Basic computer literacy
Excellent verbal communication skills
Excellent telephone manner
Excellent written skills
Excellent numeracy skills
Excellent attention to detail
Excellent organisational skills
Ability to perform under pressure
Hardworking
Client satisfaction orientated
Patient, reliable, conscientious and trustworthy
Professional approach
Proactive and positive
Excellent team player who can contribute and engage with our unique culture
Sense of pride from doing a good job
Drive to deliver outstanding client service
Desirable Skills and Attributes:
Degree level 2:2 or above
Basic knowledge of financial services
Competent computer user; proficient with Microsoft Office and using in-house systems
Knowledge of products and services offered by Hargreaves Lansdown
Any relevant experience (e.g. working in an office, customer service role, etc.)
Experience of financial services
Experience of holding positions of responsibility (work or non-work related)
Confident, accomplished telephone manner
Ability to prioritise workload and meet deadlines
Problem solving skills
Analytical skills
Ability to use initiative
Genuine interest in financial services
Willingness to learn and desire to develop professionally
Desire to contribute to the Company's success and uphold its exceptional reputation