Job Description

Help us shape the future!

Excited to grow your career?

We value our talented employees, and encourage you to grow your career within HL. If you think you can bring your skills and experience to this role, then please apply now.

Band:

B

At Hargreaves Lansdown our strategy is to be a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Transfers teams works to deliver this strategy. The role purpose is to manage and oversee the efficient transfer of client assets into and out of the company's management, ensuring all transactions are completed accurately, compliantly, and within agreed service standards. The role acts as a key liaison between clients, financial advisers, custodians, platforms, and investment providers throughout the transfer process.

The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change.

KEY DUTIES AND RESPONSIBILITIES:

• Process client transfers in and out of the business across a range of investment products and accounts.
• Monitor transfer progress and proactively resolve delays or discrepancies.
• Maintain accurate records of all transfer activities and communications.
• Liaise with clients, advisers, custodians, platforms, fund managers, and third-party providers.
• Provide regular updates on transfer status and expected completion timelines.
• Respond to transfer-related enquiries professionally and promptly.
• Contribute to ensuring all relevant controls are robust, operated effectively and fully documented  
• Ensuring team processes are reliable and effective
• Taking part in wider department projects when opportunities arise

About you

Essential

• Have worked in a fast-moving environment, with a proven ability to work to the highest possible standards of accuracy and service.
• Have worked as part of an effective and successful team
• Ability to work under pressure
• Excellent attention to detail
• Good analytical/problem solving skills
• Strong team member who can manage fluctuating workloads
• Ability to learn quickly, and apply knowledge within differing contexts

Desirable

• Experience of in-house systems, such as Broker Focus and Atlas
• Experience working in at least one financial services team
• Good business, regulatory, investment & operational knowledge
• Experience with transfer in/out processes

Interview process

Competency based interview conducted through Microsoft Teams

Working Schedule

Monday to Friday, shifts between 8am – 6pm. 37.5 hours a week

What’s on offer

• Discretionary annual bonus* and annual pay review
• 25 days* holiday plus bank holidays and one additional Christmas closure day
• Option to purchase up to five additional days’ holiday**
• Flexible working options, including hybrid working
• Enhanced parental leave
• Pension scheme with up to 11% employer contribution
• Income protection and life insurance (four times salary at core cover level)
• Private medical insurance*
• Healthcare cash plans, including optical, dental and outpatient care
• Health screening programme
• Help@hand, including confidential mental health counselling and remote GP support
• Free on-site gym including classes
• Wellhub access to fitness providers and wellness coaching
• Travel-to-work schemes, bike storage and shower facilities
• In-house barista and deli with subsidised coffee and sandwiches
• Two paid volunteering days each year
• Dependent on role level.

** Available for selection during the annual benefits window in November.

Belonging at HL

HL is an inclusive employer and we value the different perspectives and experiences people bring. We welcome applications from everyone and are committed to providing an accessible recruitment process. If you need an adjustment at any stage, please let the Recruitment & Onboarding team know.

Flexible working: This role may be available on a flexible-working or part-time basis. Please ask the Talent Acquisition team for more information.

Sponsorship: We are unable to provide employment sponsorship for this role.