Insurance advisor Work, Jobs in Box, Wil (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
13d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Insurance & Risk Advisor Apprenticeship
MetaGedu —Bristol
- £21,500 a year
- Full-time
9d
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
13d
Legal Advisor
RAC —Bristol
- Up to £28,000 a year
- Master's degree
- Contracts
- Communication skills
- Annual leave
- Flexible schedule
Credit Risk Manager
Buro Happold —Bath
- Hybrid work
- Management
- Data analysis skills
- Analysis skills
- Employee assistance programme
- Employee discount
Renewals Sales Adviser
Usay Compare —Cirencester
- £35,000 a year
- Hybrid work
- Sales
- Communication skills
Quick apply
Customer Service Advisor
Healix —Bristol
- £27,000 - £28,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Annual leave
- Employee discount
Quick apply
7d
Regional HR Advisor South
GXO Logistics —Swindon
- Full-time
- Human resources
- Communication skills
- Annual leave
- Employee assistance programme
4d
Parts Advisor Vauxhall & CitroënTrowbridge
Platinum Motor Group —Trowbridge
- Up to £30,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- Organisational skills
- Free parking
- Store discount
Quick apply
6d
Strategic Accounts and Markets Lead
Mayden —Bath
- £50,000 a year
- Monday to Friday
- Hybrid work
- CRM software
- AI
- Communication skills
- Annual leave
4d
Customer Support Advisor
Zellis —Bristol
- Hybrid work
- Continuous improvement
- Travel
- Communication skills
- Annual leave
6d
Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
10d
Head of Finance Transformation & Operations
Buro Happold —Bath
- Hybrid work
- ERP systems
- Employee assistance programme
- Employee discount
5d
HR Advisor - Fixed Term Contract
Hitachi —Bristol
- Full-time
- Management
- Human resources
- In-person
- Employee assistance programme
- Life insurance
2d
Corporate Client Advisor
Marsh —Bristol
- Full-time
- Organisational skills
4d
Junior Commercial Advisor
Verisure Services (UK) Limited —Swindon
- £3,800 a month
- Full-time
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Swindon
- £3,800 a month
- Full-time
- Sales
Quick apply
Service Advisor
Renault UK —Bristol
- £29,870 a year
- Customer service
- Communication skills
- Mechanical knowledge
- Annual leave
- Employee discount
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply

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Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
13 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

insurance advisor jobs in box, wil

Adviser Support

Trainee Financial Adviser

Insurance & Risk Advisor Apprenticeship

Talent Acquisition Advisor

Legal Advisor

Credit Risk Manager

Renewals Sales Adviser

Customer Service Advisor

Regional HR Advisor South

Parts Advisor Vauxhall & CitroënTrowbridge

Strategic Accounts and Markets Lead

Customer Support Advisor

Senior Client Services Specialist

Head of Finance Transformation & Operations

HR Advisor - Fixed Term Contract

Corporate Client Advisor

Junior Commercial Advisor

JUNIOR SALES ADVISOR

Service Advisor

Call Listening Administrator

I want to receive the latest job alerts for insurance advisor in box, wil

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