Advisor bristol Work, Jobs in Clevedon, Som (with Salaries)

Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
6d
Customer Service Advisor (Full-time)
Beyond The Bean Ltd —Bristol
- From £27,255 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Profit sharing
Quick apply
4d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Technical Waste Advisor - Bristol
GRS Group —Long Ashton
- Full-time
- Microsoft Excel
- Analysis skills
- Maths
- Employee assistance programme
Quick apply
Optical Assistant (Mobile)
Lynne Fernandes Optometrists —Bristol
- £24,500 - £28,000 a year
- Part-time
- Sales
- Laboratory experience
- Bachelor's degree
- Store discount
- Health & wellbeing programme
Quick apply
10d
Customer Service Representative
Copart —Bristol
- £29,436 a year
- Customer service
- Communication skills
- Employee discount
- Life insurance
Quick apply
Bristol Volkswagen / Geely Service Advisor
Mon Motors —Brislington
- £29,000 - £34,000 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Free parking
- Paid training
Quick apply
6d
Patient Advisor / Treatment Assistant
Optimax Clinics Limited —Bristol
- £12.71 an hour
- Part-time
- Customer service
- Travel
- Patient care
- Annual leave
- Employee discount
Quick apply
4d
People Development Advisor
Savers —Bristol
- Customer service
- Human resources
- AI
Retail Advisor
EE —Bristol
- £13.66 an hour
- Annual leave
- Employee discount
Customer Service Advisor
National Express —Bristol
- £12.96 an hour
- Part-time
- Customer service
- English
- Communication skills
- Employee assistance programme
2d
Parts Advisor
Mon Motors —Bristol
- £27,759 - £31,759 a year
- Full-time
- Bilingual
- Microsoft Excel
- IT
- Free parking
- Paid training
Quick apply
12d
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
9d
Female Independent Domestic Violence Advisor (IDVA)
BRC Jobs —Bristol
- £14.67 an hour
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
People Partner
Clifton College —Bristol
- £44,000 - £50,000 a year
- Full-time
- School
Quick apply
3d
Customer Service Advisor
ZOOM CARS LIMITED —Bristol
- £12.21 - £12.71 an hour
- Temporary
- No experience needed
- In-person
Quick apply
13d
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
6d
Corporate Partnerships Executive
1625 Independent People —Bristol
- £32,597 - £34,434 a year
- Full-time
- Organisational skills
- Annual leave
Personal Advisor
Bristol City Council —Bristol
- £35,412 - £39,152 a year
- Full-time
- Annual leave
- Flexitime
2d
Retail Sales Advisor
poltronesofà —Bristol
- £22,628.76 - £26,507.98 a year
- Full-time
- Sales
- Employee assistance programme
- Employee discount
Quick apply
12d

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advisor bristol jobs near clevedon, som

Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
6 days ago

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
On-site parking

Qualifications

Microsoft Word
Microsoft Outlook
Business processes
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

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

Quick apply

Refine Your Search

advisor bristol jobs in clevedon, som

Adviser Support

Customer Service Advisor (Full-time)

Trainee Financial Adviser

Technical Waste Advisor - Bristol

Optical Assistant (Mobile)

Customer Service Representative

Bristol Volkswagen / Geely Service Advisor

Patient Advisor / Treatment Assistant

People Development Advisor

Retail Advisor

Customer Service Advisor

Parts Advisor

IFA Administrator

Female Independent Domestic Violence Advisor (IDVA)

People Partner

Customer Service Advisor

Talent Acquisition Advisor

Corporate Partnerships Executive

Personal Advisor

Retail Sales Advisor

I want to receive the latest job alerts for advisor bristol in clevedon, som

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