Client Support Advisor

Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, are looking for a Client Support Adviser to join their Bristol based team.

Responsibilities include

• Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
• Deal with administrative tasks relating to the platform
• Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
• Keep up to date with industry regulations and changes

About You

• Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
• Experience within a client facing role, and focus on customer service
• Proactive mindset
• Outstanding communication skills, with a professional demeanour
• Strong attention to detail and ability to prioritise

Please apply today to be considered for this role.