9 Hargreaves Lansdown jobs in Bristol

Acorn by Synergie is excited to offer a fantastic opportunity for a proactive and forward-thinking individual to join a reputable financial services company near Chipping Sodbury as a Junior Mortgage Client Services Administrator.

If you're looking for stability, growth potential, and a chance to develop valuable skills within the mortgage sector, this role is perfect for you. Full training will be provided, along with the opportunity to cross-train between two internal teams for excellent variety and career progression.

• Provide comprehensive administrative support to the Client Services team.
• Handle inbound calls and emails with professionalism and courtesy.
• Communicate effectively with surveyors, brokers, and corporate clients.
• Allocate and process new mortgage instructions efficiently.
• Progress chase applications to ensure timely completion.
• Provide accurate mortgage quotations as required.
• Deliver general office and administrative support throughout the working day.

• Highly organised with the ability to prioritise workload effectively.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Confident liaising with clients and colleagues at all levels.
• Competent user of Microsoft Excel and comfortable with in-house systems.
• Motivated to build a stable career and grow expertise within a supportive and dynamic environment.

• Competitive salary of up to 26,000 per annum.
• Permanent, full-time, office-based role.
• Monday to Friday, 9am - 5:30pm working hours.
• Full training and ongoing development opportunities.
• Supportive team culture with excellent career progression potential.

Don't wait - apply today or contact Acorn by Synergie's Bristol branch to find out more about this exciting opportunity!

Acorn by Synergie acts as an employment agency for permanent recruitment.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Account Manager (Financial Services)

Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.

The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.

The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.

Account Manager (Financial Services) Experience
Required

• Financial services related experience
• Confidence in speaking to introducers over the telephone and video
• A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
• A proven track record in sales and account management
• Effective communication and organisational skills
• Experience working in an office environment
• Knowledge and contacts within the IFA or mortgage advisor industry

Attributes

• Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
• Excellent attention to detail, both verbal and written, to ensure data accuracy
• Able to manage and liaise with multiple introducers at different stages on different tasks
• Ability to handle sensitive information with the utmost discretion
• Ability to work as a team and independently
• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

• Annual salary of 24-32k, depending on experience
• Pension
• Working hours - 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% discount for immediate family Wills and End-of-Life planning

Key areas of responsibility

• Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
• Using telephone and webinar, you will promote the company proposition
• Communicate to our distributors with a clear understanding of the marketplace and industry developments
• Continually improve and update product and market place knowledge
• Maintain the sales database
• Generally support the rest of the sales team
• Extract opportunities from our dormant introducer database

• Proven experience in talent acquisition or recruitment, preferably within financial services.
• Strong understanding of recruitment lifecycle and best practices.
• Excellent sourcing and candidate engagement skills.
• Proficiency with Applicant Tracking Systems (ATS) and recruitment software.
• Exceptional communication, interpersonal, and negotiation skills.
• Ability to manage multiple priorities and deadlines effectively.
• Strong organizational skills and attention to detail.
• Bachelor's degree in Human Resources, Business Administration, or a related field is preferred.

• Leading a team of data scientists in the development and implementation of predictive models, machine learning algorithms, and data-driven solutions.
• Defining the data science roadmap and strategy in alignment with business objectives.
• Extracting, cleaning, and transforming large, complex datasets from various sources.
• Applying advanced statistical techniques and machine learning methodologies to solve business problems in areas such as fraud detection, credit scoring, customer segmentation, and risk management.
• Developing and deploying scalable machine learning models into production environments.
• Communicating complex analytical findings and recommendations to both technical and non-technical stakeholders, including senior management.
• Staying at the cutting edge of data science research and technologies, evaluating and introducing new tools and techniques.
• Mentoring and guiding junior data scientists, fostering a collaborative and innovative team environment.
• Collaborating with engineering and product teams to integrate data science solutions into core business processes.
• Ensuring the ethical and responsible use of data and AI.

• Lead the end-to-end delivery of complex software development projects using Agile frameworks (Scrum, Kanban).
• Facilitate Agile ceremonies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives.
• Manage project scope, timelines, and resources effectively, ensuring clear communication with stakeholders at all levels.
• Identify and mitigate project risks and dependencies, proactively resolving impediments to team progress.
• Coach and mentor project teams, promoting a culture of continuous improvement, collaboration, and high performance.
• Work closely with Product Owners to ensure a clear and prioritized product backlog.
• Oversee the integration of various technical components and ensure seamless deployment processes.
• Foster strong relationships with clients and internal stakeholders, managing expectations and ensuring satisfaction.
• Contribute to the continuous improvement of Agile processes and best practices within the organization.
• Drive the adoption of Agile principles and practices across delivery teams.

• Bachelor's degree in Computer Science, Information Technology, Business, or a related field.
• Minimum of 8 years of experience in project or program management, with at least 5 years focused on Agile delivery in the financial services industry.
• Certified Scrum Professional (CSP), SAFe Agilist, or similar Agile certifications.
• Proven experience delivering complex, multi-disciplinary software projects.
• Strong understanding of the software development lifecycle (SDLC) and CI/CD principles.
• Exceptional leadership, communication, and interpersonal skills.
• Demonstrated ability to manage stakeholder expectations and navigate complex organizational structures.
• Experience with project management tools such as Jira, Confluence, or Azure DevOps.
• Ability to thrive in a fully remote, fast-paced, and dynamic environment.
• Experience in a consultancy setting is highly desirable.