Operations Associate

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

This role will be on the Dividends team, who are responsible for ensuring all dividend payments are released to clients in an accurate and timely manner. In the past 12 months we have processed over 30,000 events and paid more than £1.2b to our clients.

These payments range from Equities, Property Distributions, VCT’s, Interest, Overseas and Accumulation events. You will cover simple events for a handful of clients, to several million for our larger holdings.

Whilst learning the Dividends process, you will develop a knowledge of reconciliation, trading, transfers, global withholding tax and regulation of nearly all types of investment.

You will work as part of the overall team but will ultimately have sole responsibility for individual cases. The role can be demanding, particularly in the build up to month-end and will require you to liaise both with internal departments and fund management groups. All in all, you be responsible for ensuring our clients receive their dividends promptly.

What you'll be doing

• Ensure clients’ accounts are accurately updated in a timely manner with any dividend payments, meeting CASS obligations.

• Responding to client queries within a timely manner, ensuring clients are informed first time.

• Confidently liaise with other companies and internal departments, quickly resolving any queries that arise.

• Assisting with daily, weekly, monthly and annual reports and audits.

• Ensuring our underpinned database that populates the end of year tax certificates is accurate and up to date.

About you

Essential

• Excellent organisational skills.

• Proactive and willing to learn new skills.

• Ability to work collaboratively to achieve results.

• Motivated to achieve high standards.

• Drive to deliver quality client service.

• Exceptional attention to detail.

• Excellent communication skills.

• Taking pride in your work.

Desirable

• Customer service experience

• Administration experience

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?

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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.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

About Us

Hargreaves Lansdown is the UK's number one platform for private investors. Our purpose is to empower people to save and invest with confidence, and today, we are trusted with more than £120 billion by over 1.7 million clients.

We are based in the heart of Bristol now with over 2,000 colleagues. We believe we have a workplace like no other, with constant learning, dynamic teams and a great ethos. We're steered by our core values that promote service, quality, innovation, and opportunity in everything we do.

For more information about careers at HL and to see all our vacancies, please visit our careers website.