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Helpdesk Consultant (Full-Time)

Hargreaves Lansdown Asset Management Limited

Bristol

Hybrid

GBP 24,000 - 29,000

9 days ago

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Job summary

An established industry player in Wealth Management is seeking a Helpdesk Consultant to join their dynamic team in Bristol. This role serves as the first point of contact for clients, providing essential support for a variety of financial inquiries. With comprehensive training and a focus on professional development, this position offers a fantastic opportunity to grow within the financial services sector. The company values a collaborative work environment, encouraging candidates who are results-driven and thrive under pressure. If you're looking to launch your career in a supportive and innovative setting, this role is a perfect fit.

Qualifications

  • Experience in service-oriented roles is preferred.
  • Comfortable with customer call handling and providing 1st line support.

Responsibilities

  • Provide support for client inquiries via phone and email.
  • Deliver exceptional service and collaborate with teams.

Skills

Customer Service

Communication Skills

Problem Solving

Collaboration

Organizational Skills

Resilience

Adaptability

Tools

MS Office (Outlook, Word, Excel)

Job description

We are currently seeking a Helpdesk Consultant to join our esteemed financial helpdesk in a leading Wealth Management company nestled in the heart of Bristol.

As the primary point of contact for our 1.9 million clients, you will provide support through inbound calls and written correspondence. This is not a sales position. Comprehensive in-house training will be provided to enable you to assist clients with intricate operational, investment-related, pensions, and retirement-based inquiries.

This opportunity is ideal for individuals with experience in service-oriented roles who aspire to advance their professional careers in Financial Services and Wealth Management.

This position represents the initial step towards developing your career here with us. You will be part of our specialised training programme which includes one-on-one coaching, interactive workshops on our products and services. You will have familiarisation with our systems, and a variety of further educational opportunities.

Salary

Starting salary from £24,610 full-time (37.5 hours), permanent contract, please see below for details about some of the benefits we offer.

What you'll be doing

  • 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

About you

We invest in our teams - we don't require you to have a background in financial services. A successful candidate must:

  • Be comfortable with customer call handling and providing 1st line customer support
  • Possess a growth and learning mindset
  • Be ambitious and resilient
  • Thrive under pressure
  • Be results driven, motivated by performance
  • Demonstrate ability in the following areas:
  • Communication skills such as answering calls and responding to clients' emails
  • Enjoy 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)

Interview process

In-person assessment centre including interview and tasks. As 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. We'll make reasonable adjustments from interview through to employment.

Working Schedule

This role is based in our bright harbourside Bristol head office, BS1 5HL. 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.

We support hybrid working once you have successfully completed your training and have passed your probation.

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