Financial Adviser

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 close partnership with HL’s high performing Advisory team.

• 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

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

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

2‑stage interview process including competency‑based questions.

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 recruiting for a Financial Adviser to cover clients across the UK. The induction will be based at our Head Office in Bristol.

We are 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. Our mission is to empower people to save and invest with confidence. We promote service, quality, innovation and opportunity in everything we do.

• 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
• Wellhub – unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• In‑house barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year*

* Dependent 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.

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