Bereavement Advisor

You will be joining Bereavement Helpdesk 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 Helpdesk agent 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 "You do not have to work Saturdays, so this give us more of a work life balance and there is always overtime available for those who want it" "It has really helped my learning and development being able to join a small team who are all great to work with" "Bereavement Helpdesk 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

• 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.

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

Interview process

Competency based interview conducted through Microsoft Teams

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

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?

• 25 days* holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday (during annual enrolment window, if eligible depending on start date)
• Flexible working options available, including hybrid working
• Enhanced parental leave
• 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)
• Private medical insurance*
• 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
• Inhouse barista & deli serving subsidised coffee and sandwiches
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* dependant on role level

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.

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