Health adviser Work, Jobs in Bristol, Eng (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
Financial Crime Operations Analyst - 6 Month Fixed Term Contract
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
4d
Health and Fitness Adviser
University of Bristol —Bristol
- £26,093 - £28,778 a year
- Part-time
- Customer service
- Communication skills
- School
2d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
5d
Consultant Health Protection
UK Health Security Agency —Bristol
- £94,356 - £145,478 a year
- Part-time
- Hybrid work
- Management
- Computer literacy
- Analysis skills
3d
Senior Sales Adviser
Jewson —Bristol
- Full-time
- Sales
- Communication skills
- Employee discount
Wessex Parent and Family Support Advisor (PFSA)
The Wessex Learning Trust —Cheddar
- From £24,816 a year
- Part-time
- Travel
- IT
- School
- Health & wellbeing programme
Quick apply
7d
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
4d
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Pensions Associate
Osborne Clarke —Bristol
- Remote
- Business development
10d
Insurance Manager
Vita —Cardiff
- £32,500 - £38,220 a year
- Full-time
- Hybrid work
- Sales
- In-person
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
4d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
5d
Private Client Assistant Manager - Partnerships
RSM UK —Bristol
- Full-time
- Hybrid work
- Project management
- Accounting
- Communication skills
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Bristol
- Full-time
- Hybrid work
- Communication skills
Internal Audit Senior Consultant (Evergreen)
RSM UK —Bristol
- Full-time
- Hybrid work
- Leadership
Corporate Tax Associate
RSM UK —Bristol
- Full-time
- Tax experience
Business Agent
Christie & Co —Bristol
- Sales
- Microsoft Office
- Hotel
- Referral programme
Mergers and Acquisition Associate Director
RSM UK —Bristol
- Full-time
- Hybrid work

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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

health adviser jobs in bristol, eng

Adviser Support

Trainee Financial Adviser

Financial Crime Operations Analyst - 6 Month Fixed Term Contract

Health and Fitness Adviser

Client Services Administrator

Consultant Health Protection

Senior Sales Adviser

Wessex Parent and Family Support Advisor (PFSA)

Proposition Manager

Reward & People MI Specialist

People Business Partner

Pensions Associate

Insurance Manager

Client Services Supervisor

Private Client Assistant Manager - Partnerships

Senior/Principal Consultant – Fraud Risk Services

Internal Audit Senior Consultant (Evergreen)

Corporate Tax Associate

Business Agent

Mergers and Acquisition Associate Director

I want to receive the latest job alerts for health adviser in bristol, eng

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