Workplace Financial Wellbeing Specialist

Hargreaves Lansdown
Bristol, United Kingdom
24 Sep 2022
19 Oct 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The events of the last two years have brought Financial Wellbeing firmly to the top of most employers' agendas for their employees.

Here at Hargreaves Lansdown (HL) we now have an opportunity for a Financial Wellbeing Specialist to join our Workplace Solutions team to empower employers and their employees to save and invest for the future through the workplace. We help our clients navigate the various financial challenges and decisions they will face throughout their working life, and we do this by helping them to understand and act on the range of saving and investment options available to them.

Many of our clients are very familiar with Hargreaves Lansdown, but for some, our Workplace Financial Wellbeing team are their first introduction to the company and what we do. In some cases, we are people's first experience of even talking to someone about their finances. The Workplace Financial Wellbeing team are at the forefront of helping these clients understand how HL can support them.

What you'll be doing

You'll give presentations, hold financial education seminars, and conduct 1-2-1 meetings with clients in the workplace - everything from explaining the basics of investing to new starters in their first job, right through to helping high-earning senior management affected by complex pension rules
  • The role includes a combination of travelling around the country and meeting employees, face to face or remotely through Teams and Zoom
  • You'll support our clients in their place of work by talking to them about how their company pension works and wider workplace savings options
  • You'll collaborate with colleagues in our Advice department so that if an employee does need further support, they have the confidence to turn to us
  • There's also an opportunity to help with HL's social responsibility, with a number of the team running financial education sessions at local universities, schools and charities

About you

We're ideally looking for someone who is familiar with Hargreaves Lansdown's products and services, and experienced in dealing with clients. We're also looking for someone who is able to demonstrate the following skills:-
  • Communication. You will be engaging in a diverse portfolio of companies and industries. You will need to use your communication skills and technical knowledge to give our clients the confidence to make their own decisions
  • Highly organised, flexible and a can-do attitude. Excellent organisational skills are essential as you'll have the freedom to manage your working week and your own diary
  • Working with a team and building relationships. You will be collaborating with other internal teams on aspects such as marketing, employer communications, and pitching for new schemes, giving you the opportunity to help build business to business relationships. You'll be a team player who can support your colleagues proactively.

Diversity is important to us. We work with a diverse range of clients from a wide range of professions, with different needs and levels of understanding. If you have a passion for helping clients and looking to gain valuable experience to build your career, then this could be the perfect role for you.

Working Schedule

We have returnd to the office, however for this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office once- twice a week. Our working hours are Monday - Friday, 37.5 hours per week.

This role will be based in our head office in Bristol, BS1 5HL.

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?
  • Discretionary annual bonus & annual pay review
  • 25* days holiday plus bank holidays and 1-day additional Christmas closure time
  • Option to purchase an additional 5 days holiday per year
  • Flexible working options available, including hybrid working
  • Pension scheme up to 11% employer contribution
  • Sharesave scheme - have a real stake in HL's future
  • Income Protection & Life insurance (4 x salary core level of cover)
  • Health care cash plans - including optical, dental, and out patientcare
  • Help@hand and an Employee Assistance Programme
  • Gympass - gym memberships and wellbeing apps available
  • Variety of travel to work schemes with free bike storage and shower facilities
  • An inhouse barista serving subsided coffee and snacks
  • Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
  • LifeWorks Discounts on services, restaurants and retailers

* up to 30 days depending on role level & increasing with length of service

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!

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.
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