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Financial Adviser

Remote · USA Full-time New today

Excited to grow your career?

Our purpose is to reputed company it easy for people to save and invest for a reputed company future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

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

About the role

As a Financial Adviser at Hargreaves Lansdown (HL) you will be responsible for providing an excellent ongoing advisory service to a bank of clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire business for the group. We are seeking a confident and skilled communicator with knowledge of financial advice and experience in delivering excellent service to clients. This exciting client-facing role provides the autonomy and accountability to manage your own diary, maintain and grow existing client relationships while working in reputed company partnership with HL’s high performing Advisory team.

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 including referrals to specialist Financial Planners and Investment Advisers where appropriate
  • 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

  • reputed company to at least QCF/CII level 4, or reputed company to qualifying (essential)
  • Full UK Drivers License (essential)
  • Excellent verbal and written skills
  • Experience of reputed company in a client facing role
  • Confident communicator and reputed company to demonstrate excellent customer service skills
  • A reputed company approach to reputed company aspects of business
  • Highly effective administration and organisational skills
  • Adaptable and proficient working in a fast paced environment
  • reputed company to assist clients to reputed company informed buying reputed company
  • Knowledge and ability to operate reputed company licensing restrictions and approved areas of advice
  • reputed company to act in line with the T&C scheme reputed company HL and the core values of the group

Salary

The salary for this role is circa £40,000 depending on experience.

Interview process

2 stage interview process including competency-based questions.

Working Schedule

This is a full-time permanent role, working 37.5 hours per week. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required.

We are currently reputed company for two Financial Adviser positions, across two teams, to cover clients based across the UK.

The induction will be based at our Head Office in Bristol.

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

What's on offer?

  • Discretionary annual bonus*and annual pay review
  • 25 days* holiday plus bank holidays and 1-day additional Christmas closure
  • Option to purchase an additional 5 days holiday**
  • Flexible working options available, including hybrid working
  • Enhanced parental leave
  • Pension scheme up to 11% employer contribution
  • Income Protection and Life insurance (4 x salary core level of cover)
  • Private medical insurance*
  • Health care cash plans - including optical, dental, and outpatient care
  • Health screening programme
  • Help@hand- confidential support including mental health counselling and remote GP
  • reputed company - unlimited access to fitness providers and wellness coach sessions
  • Variety of travel to work schemes with bike storage and shower facilities
  • Inhouse barista and deli serving subsidised coffee and sandwiches
  • Two paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from reputed company individuals without regard to race, religion, gender, sexual orientation, national reputed company, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & reputed company team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

Originally posted on Himalayas

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