You’ll be the first point of contact for our 1.9 million clients and support them through inbound calls and written correspondence. This is not a sales role. You’ll receive in-house training and work across the business to be able to help clients with complex operational, investment-based or pensions and retirement-based queries.
This role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management.
This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will join our tailored training programme that involves side-by-side coaching, interactive workshops on HL’s products & services, the systems we use and much more.
Testimonial from our recently promoted Helpdesk Consultant. Archie who has been recently promoted to Team Leader. “I have benefited from both the in-house training as well as the encouragement and sponsorship of both the company and my managers to undertake external qualifications. There is a clear progression path internally and resources are made easily available to plot your own career journey yourself. One unexpected benefit is the ability to gain mentorship from another member of the company with great experience and tutorship that they are happy to share.”
Charlie who has been promoted to Head of Pension Helpdesk. “Starting my career at HL’s Helpdesk was a fantastic opportunity for me. It allowed me to gain a comprehensive understanding of our business, products, clients, and the broader financial landscape. The skills and knowledge I acquired during my time on the Helpdesk propelled my progress across various departments.”

Your responsibilities for this role are:

• Helping clients make the most of their money and improve financial resilience for them and their families
• Solving client queries on HL’s investments, products and services by phone, email or virtual chats
• Delivering a tailored, professional, empathetic, and outstanding level of service at every interaction
• Working collaboratively with other teams within the business and external companies
• Supporting the team’s risk and control activities to ensure good client outcomes and risk management culture