Financial Service Adviser/Consultant

Our purpose is to 'empower people to save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

About the role

Due to an expansion in our Financial Advisory team, we have an opening for a Financial Service Adviser/Consultant at Hargreaves Lansdown (HL) to cover the London and South-East Region.

As a Financial Services Adviser/Consultant you will be responsible for providing an excellent ongoing advisory service to clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire business for the group. This exciting client-facing role provides the autonomy and accountability to manage your own diary and maintain and grow existing client relationships while working in close partnership with HL's high performing Advisory team.

• Are you QCF qualified at level 4?
• Are you a confident and skilled communicator with knowledge of financial advice and experience in delivering excellent service to clients?
• Are you an experienced Financial Advisor or Consultant?

What you'll be doing

• Proactively managing your time to schedule and conduct annual financial reviews with existing clients
• Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships
• Identifying opportunities for new business with existing clients to refer onwards to Financial Planners and Investment Advisers
• Maintaining a positive application of regulatory requirements
• Representing HL's core values to provide an excellent service and provide the best outcomes for clients and the business.

About you

To apply for this role, you must be QCF qualified at level 4. Other skills that would be helpful in this role would be:

• A competent advisor
• Excellent verbal and written skills
• Experience in a client facing role
• Confident communicator and able to demonstrate excellent customer service skills
• A commercial approach to all aspects of business
• Administration and organisation skills
• Able to assist clients to make informed buying decisions
• Knowledge and ability to operate within licensing restrictions and approved areas of advice.

This role will suit someone who is an experienced Financial Advisor or Consultant. We would be interested in discussing your experience and how we could support you in developing your career ambitions.

Interview process

This will be a two-stage interview process. The first stage will be 20-minute initial conversation followed by a second stage with a formal interview, including a task/presentation and competency-based questions.

Working Schedule

This is a full-time permanent role, working 37.5 hours per week, Monday to Friday. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required. Due to the area coverage this will be a home-based contract.

Salary: Up to £53,800 depending on experience

Why us?

Here at HL, 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 time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus & annual pay review
• 25* days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* up to 30 days depending on role level & increasing with length of service

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

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.

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.