Connect your integrations
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.
Client Services Team Leader Hargreaves Lansdown
Client Services Team Leader
Hargreaves Lansdown
Bristol, United Kingdom
Client Services Team Leader
Bristol, United Kingdom
June 2022 - Present
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 35 years we’ve helped investors save time, tax and money on their investments. Today we're trusted with more than £86 billion by over 1.3 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, funds and shares into one easy to manage place, allowing them to be in control.
Investment Advisor
Bristol, United Kingdom
July 2019 - January 2020
New Business Specialist
March 2019 - July 2019
Senior Associate
Bristol, United Kingdom
September 2018 - March 2019
New Business Administrator
Bristol, United Kingdom
August 2017 - September 2018
Receptionist
July 2016 - August 2017
Assistant Manager
May 2015 - June 2016
1 EMAIL(S)
j***@hl.co.uk
Client Services Team Leader
Hargreaves Lansdown
Bristol, United Kingdom
j***@hl.co.uk
Risk Control Assurance Manager
Hargreaves Lansdown
Swindon, United Kingdom
t***@hl.co.uk
Chief Investment Officer
Hargreaves Lansdown
Bristol, United Kingdom
l***@hl.co.uk
Head of Trading Operations
Hargreaves Lansdown
London, United Kingdom
a***@hl.co.uk +2
Kaspr will display your prospect’s contact information the moment you visit their LinkedIn profile. Quick! Isn’t it?
Kaspr lets you send automated follow up messages to your leads. Send them on your chosen day and time.
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.