Bereavement Advisor

Our mission is making it easy to save and invest for a better future. We are looking for great people to join us in the first helpdesk that sits directly with operations, so please come, and invest in YOUR future at Hargreaves Lansdown. You will be joining our team at a very exciting time, as one of the top six priorities in the business we are looking to move to salesforce. As a Bereavement advisor you will be able to provide a unique perspective to influence our ways of working moving forward and how we assist our clients.

Our teams' purpose is to support clients through the handling of the estate, or the pension, and make their lives that little bit easier. In some cases, you will be a point of contact for them from start to finish which can be very rewarding to know you've genuinely made a difference. Each situation is different and being on this team gives you the freedom to investigate complex queries and deliver a positive outcome for our client's.

Comments from our existing team members include: "It has really helped my learning and development being able to join a small team who are all great to work with" "The Bereavement Advisor role can be challenging but is very worthwhile and always feels rewarding when you have helped someone at a difficult time"

What you'll be doing

• The purpose of the role is to continuously improve the service we provide to our clients and provide an opportunity for colleagues to develop their skills and knowledge to become subject matter experts in Bereavement.

• You will be answering internal and external calls from bereaved clients relating to an estate or pension. This will be over core hours of 8am to 5pm Monday to Friday

• Respond to email and postal correspondence from representatives and third parties.

• During available times you will also be assisting estates with their workload.

About you

• At least 6 months experience within HL and your current role

• Ability to engage positively with colleagues at all levels in Operations.

• Sound analytical and problem-solving skills, with the ability to identify the root cause and escalate where appropriate.

• Ability to simplify complex problems and relay to clients.

• Be approachable, able to lead by example and motivate others.

• Be client focused, with excellent communication skills and strong attention to details.

• Experience within Operations, Helpdesk or Client Services with proven ability to work to the highest possible standards of accuracy and service to drive the right outcomes for clients, colleagues, and the business.

• Be able to identify and put appropriate measures in place when it comes to vulnerable clients

Interview process

One stage, competency-based interview.

Working Schedule

This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm. 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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