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Operations Associate - Estates and SIPP Closures

Hargreaves Lansdown plc
Job LocationBristol
EducationNot Mentioned
Salary23,000 - 26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Our mission is to help people save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL Due to the business continually expanding we are welcoming an Operations Associate Colleague intoour Estates and SIPP Closures team. Our dedicated colleagues are responsible for the administration of HL client accounts where the client has passed away, from notification of passing to distribution of assets. If you are driven to succeed, have a willingnessto learn and like to be challenged on a daily basis then please read on!What youll be doing

  • As a vital member of the Estates team, you will verify and analyse a variety of legal documents including grants of probate, wills and letters of administration.
  • You will demonstrate care and precision when processing executor instructions.
  • We pride ourselves in providing the best service for our clients. Within this role, you will often be in contact with vulnerable clients who require support and empathy.
  • You will work closely with the next of kin and instruct payments to beneficiaries.
  • Dealing with all compliance surrounding Estates, you will undertake Anti-money Laundering checks and other regulatory processes.
  • Supervising death claims, you will reach decisions surrounding pensions.
About youEssential
  • Experience working within financial services or another Client facing business.
  • 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 requirements.
Desirable
  • Experience working within Estates
Interview processCompetency based interview conducted through Microsoft TeamsWorking ScheduleMonday to Friday, shifts between 8am - 6pm. 37.5 hours a week

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