Job Title: Adviser Support (Hybrid Role - 2/3 Days in Office)
Location: Bristol
Length of Contract: Permanent
Hours: Full-time, Monday – Friday
Responsibilities
- Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests.
- Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required.
- Workflow Management: Monitor and manage workflows to ensure timely completion of tasks.
- Report Writing: Prepare basic reports using pre-defined templates.
- Business Processing: Process new business applications accurately and efficiently.
- Application Forms: Generate application forms and complete them as needed.
- Client Interaction: Greet clients in the office and ensure a professional, welcoming experience.
- General Administration: Maintain records, update systems, and support compliance requirements.
Desired Skills and Expertise
- Strong organisational skills with excellent attention to detail and accuracy.
- Exceptional multi-tasking and prioritisation abilities; able to work under pressure.
- Outstanding communication and interpersonal skills, both written and verbal, with clear articulation.
- Proven ability to work effectively both independently and as part of a team.
- Proficiency in Microsoft Office and in-house CRM systems, with the ability to navigate and adhere to defined business processes.
- Solid understanding of compliance requirements within the advisory process.
- Experience supporting Wealth Advisers across various product areas.
- Demonstrated track record of achieving targets independently.
What We Offer:
· A central office setting.
· Opportunities for professional growth and development, with funded Exams and continuous in-house training
· A collaborative team that values innovation and client satisfaction.
Employee Benefits:
· 25 days holiday
· Death in Service benefit
· Group Pension Scheme
· Group Income Protection
· Health Shield, PERKS, Health, and well-being support
· Private Medical Insurance (available at an additional cost)
· Giving back days
· Bike to Work Scheme
Job Types: Full-time, Permanent
Pay: £26,000.00-£33,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
Ability to commute/relocate:
- Bristol BS20 0DD: reliably commute or plan to relocate before starting work (required)
Experience:
- Financial services: 2 years (required)
Work Location: Hybrid remote in Bristol BS20 0DD
