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England, United Kingdom
Hybrid
Not Available
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!
About the role
Excited to grow your career?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 Transfers teams works to deliver this strategy. The role purpose is to manage and oversee the efficient transfer of client assets into and out of the company's management, ensuring all transactions are completed accurately, compliantly, and within agreed service standards. The role acts as a key liaison between clients, financial advisers, custodians, platforms, and investment providers throughout the transfer process.
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:
Process client transfers in and out of the business across a range of investment products and accounts.
Monitor transfer progress and proactively resolve delays or discrepancies.
Maintain accurate records of all transfer activities and communications.
Liaise with clients, advisers, custodians, platforms, fund managers, and third-party providers.
Provide regular updates on transfer status and expected completion timelines.
Respond to transfer-related enquiries professionally and promptly.
Contribute to ensuring all relevant controls are robust, operated effectively and fully documented
Ensuring team processes are reliable and effective
Taking part in wider department projects when opportunities arise
About you
Essential
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
Good analytical/problem solving skills
Strong team member who can manage fluctuating workloads
Ability to learn quickly, and apply knowledge within differing contexts
Desirable
Experience of in-house systems, such as Broker Focus and Atlas
Experience working in at least one financial services team
Good business, regulatory, investment & operational knowledge
Experience with transfer in/out processes
Interview process
Competency based interview conducted through Microsoft Teams
Working Schedule
Monday to Friday, shifts between 8am – 6pm. 37.5 hours a week
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?
* 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 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.