Operations Associate

At Hargreaves Lansdown our strategy is to be a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Retirement team works to deliver this strategy. We ensure we process client assets in line with client instructions and regulatory requirements. The team works in a fast-paced environment, interacting with numerous other teams in our area of the business, as well as clients. The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change.

KEY DUTIES AND RESPONSIBILITIES:

• Processing retirement applications and resolve related queries
• Updating and maintaining relevant client data
• Collaboration with other departments to ensure a smooth client journey
• Operate within the control and risk framework of the team
• Communicate effectively with clients, maintaining high levels of service in all situations
• Ensuring team processes are reliable and effective
• Taking part in wider department projects when opportunities arise

About you

Essential

• 3 A Levels (or equivalent)
• Have worked in a fast moving environment, with a proven ability to work to the highest possible standards of accuracy and service.
• Have worked as part of an effective and successful team
• Ability to work under pressure
• Excellent attention to detail
• Strong team member who can manage fluctuating workloads
• Ability to learn quickly, and apply knowledge within differing contexts

Desirable

• Knowledge of retirement products such as Drawdown and Annuities
• Experience of in-house systems, such as Broker Focus and Atlas
• Advanced Excel Skills
• Detail Orientated Work & Data Comparison

#omni