Client advisor Work, Jobs in Congresbury, 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
7d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
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
21h
Stocktaker
nGeneration —Bristol
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Mortgage Advisor
The Mortgage Experts —Bridgwater
- £60,000 - £100,000 a year
- Remote
Female Independent Domestic Violence Advisor (IDVA)
BRC Jobs —Bristol
- £14.67 an hour
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
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
5d
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
7d
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
10d
Static caravan holiday home sales advisor
Suremime Ltd —Burnham-on-Sea
- £28,275 - £50,000 a year
- Weekend availability
- Sales
- Administrative experience
- Organisational skills
- Gym membership
- Sick pay
Quick apply
2d
Part Time Personal Assistant
Curious Universe UK Limited —Bath
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
Quick apply
Personal Assistant
Downton international —Burnham-on-Sea
- £75,000 - £100,000 a year
- Full-time
- Hybrid work
- Social media management
- English
- Project management
- Profit sharing
- Health & wellbeing programme
Quick apply
7d
Stop Smoking Advisor
North Somerset Council —Weston-super-Mare
- £26,403 - £28,142 a year
- Full-time
- Hybrid work
- Microsoft Word
- Annual leave
7d
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
13h
Information Manager - Nuclear
Vulcain Engineering Group —Bristol
- IT
- Communication skills
Business Development Consultant
Cardiff and Vale College —Cardiff
- £37,192 - £39,669 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
Microsoft 365 & Email Platform Architect
Womble Bond Dickinson (UK) LLP —Bristol
- Hybrid work
- Scripting
Customer Sales Advisor
hireful —Bristol
- £28,000 - £30,000 a year
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
6d
Occupational Health Advisor
Optima Health —Bristol
- Up to £45,000 a year
- Full-time
- Remote
- Case management
- Travel
- Paid training
- Annual leave

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Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
7 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

client advisor jobs in congresbury, som

Adviser Support

Trainee Financial Adviser

Customer Service Advisor

Stocktaker

Mortgage Advisor

Female Independent Domestic Violence Advisor (IDVA)

Patient Advisor / Treatment Assistant

Insurance Advisor

Talent Acquisition Advisor

Assistant Client Manager x2

Static caravan holiday home sales advisor

Part Time Personal Assistant

Personal Assistant

Stop Smoking Advisor

Audit Manager

Information Manager - Nuclear

Business Development Consultant

Microsoft 365 & Email Platform Architect

Customer Sales Advisor

Occupational Health Advisor

I want to receive the latest job alerts for client advisor in congresbury, som

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