Helpdesk Consultant (Wealth Management)

Location: Bristol head office at The Welcome Building near Temple Meads Station; hybrid working is available after successful training and probation. Working hours are Monday to Friday between 8am and 6pm, with one in three Saturdays from 9:30am to 12:30pm on a rota.

Salary: Starting from £26,400 per year for a full-time 37.5-hour week.

Company

hirify.global is a Bristol-based FTSE 250 wealth management company and investment platform for private investors.

What you will do

• Serve as the first point of contact for clients through inbound calls and written correspondence.
• Resolve queries about investments, products, services, pensions, retirement, and operational matters.
• Deliver tailored, professional, empathetic, and high-quality service while helping clients improve financial resilience.
• Collaborate with internal teams and external companies to resolve client needs.
• Support risk and control activities to promote good client outcomes and a strong risk management culture.

Requirements

• Growth and learning mindset, ambition, resilience, and the ability to thrive under pressure.
• Results-driven approach with motivation to perform.
• Strong communication skills, including answering calls and responding to client emails.
• Ability to work in a fast-paced environment, meet tight deadlines, and prioritise tasks effectively.
• Collaborative approach and ability to work with other team members to complete tasks.
• Ability to work from the Bristol office during the initial training and probation period; employment sponsorship is not available.

Culture & Benefits

• Structured in-house training with side-by-side coaching and interactive workshops.
• Clear internal progression opportunities, mentorship, and support for external qualifications.
• Annual discretionary bonus and pay review.
• 25 days of holiday plus bank holidays and an additional Christmas closure day.
• Enhanced parental leave, pension contributions of up to 11%, income protection, life insurance, and private medical insurance.
• Health, wellbeing, commuting, volunteering, and workplace amenities including Wellhub, health screening, travel-to-work schemes, an in-house barista, and deli.

Hiring process

• In-person assessment centre including an interview and practical tasks.