Operations Associate - Transfers

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
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