Operation Associate, Hargreaves Lansdown

Salary not provided

Offers discretionary annual bonus (dependent on role level)

Junior and Mid level

Bristol

More information about location

2-3 days a week in office (Harbourside, Bristol)

The UK's number one investment and savings platform for private investors

Posted today

The UK's number one investment and savings platform for private investors

1001+ employees

B2CFinancial Services

Posted today

Salary not provided

Offers discretionary annual bonus (dependent on role level)

Junior and Mid level

Bristol

More information about location

2-3 days a week in office (Harbourside, Bristol)

1001+ employees

B2CFinancial Services

Company mission

To make it easy for people to save and invest for a better future.

Job

Company

Role

Who you are

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!
Experience working in financial services, customer services or administrative role
Proven ability to work to a high accuracy and service
Experience of dealing with internal or external clients
Excellent interpersonal, organisation and communication skills
Proactive and driven, taking ownership
Highly computer literate and competent in Microsoft Office
Ability to work under pressure
A strong desire to learn and have a holistic understanding of a process or issue
Proven track record in concern for and adherence to regulatory requirement
Be able to identify and put appropriate measures in place when it comes to vulnerable clients

What the job involves

Our Operations team is central to our business, serving as the main communication point with clients and prioritizing them in every interaction. Using internal systems, our operations staff ensure regulatory compliance and maintain high accuracy
Through our Service Progression Pathway, you will gain the knowledge to advance within Financial Services. If you are driven to succeed and want to develop your career, we need your help to make us even better!
Communicating with our Clients in a variety of ways depending on client preference, such as letter, email and chat
Delivering a uniquely personalised service by listening to their needs, resolving first time, and ensuring the right outcome for the client and HL
Adhering to and understanding the relevant policies, controls, regulatory rules applicable to your role
Clear knowledge on when to escalate an issue or concern
Able to identify and support vulnerable clients
Supports the team's risk and control activities to ensure good client outcomes and risk management culture
Working collaboratively with other teams within the business and external companies

Application process

End Date: November 13, 2025

Our take

Hargreaves Lansdown is the UK's number one investment platform for private investors, trusted by 2M people to help manage their money. Founded back in 1981 in a spare bedroom, it's grown into a powerhouse, and with more than £170B in assets under its administration, it's become the biggest name in DIY investing in the country.

The company offers a wide range of services that include Stocks and Shares ISAs, pensions (SIPPs), savings accounts, and a market-leading investment app, making it easy for everyday people to invest, save, and better plan for their retirement.

Recently, HL was taken private in a £5.4B deal, with new leadership aiming to modernise and future-proof the business. And despite more competition from digital challengers, it continues to thrive, adding more customers, launching new features, and paying strong dividends. On top of that, it's got over 40 years of experience and a forward-thinking team driving it towards even more success.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Trustpilot (4.5)

Company

Company benefits

Generous Discretionary Annual Bonus
Up to 19% Pension
Private Medical Insurance*
Health Cash Plan
Income Protection
Life Assurance (4x Salary)
Additional Holiday Purchase

Company HQ

Canon's Marsh, Bristol, UK

Articles

Peter Hargreaves to step down from Hargreaves Lansdown board

Leadership

Richard Flint

(CEO)

Previously, Richard spent over 5 years at Sky Betting & Gaming as CEO and an Executive Chair. Prior to that, he spent over 13 years at Sky as a Managing Director. Now, he is an Investor and Chairperson at a number of companies.

Mohamed Ait Si Brahim

(Group CTO)

Mohamad is also a Member of the Harvard Business Review Advisory Council. Previously, he spent over 7 years at Profile Pensions as CTO. Prior to that, he was a VP of Engineering at OpenGamma and Head of Market Risk Technology at LSEG.

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