Client advisor Work, Jobs in Hallen, Gls (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
3d
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
3d
Customer Service Advisor
MSI Reproductive Choices UK —Bradley Stoke
- £25,528.04 a year
- Full-time
- Hybrid work
- Paid training
- Employee assistance programme
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
13d
Part Time Personal Assistant
Curious Universe UK Limited —Bath
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
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
1d
Insurance Advisor
Vita —Cardiff
- From £25,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
9d
Health Advisor
Bupa —Bristol
- £30,200 a year
- Full-time
- Gym membership
- Life insurance
Quick apply
1d
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
6d
Female Independent Domestic Violence Advisor (IDVA)
BRC Jobs —Bristol
- £14.67 an hour
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
14d
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
6d
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
3d
Customer Experience Advisor
LegalAndGeneral —Cardiff
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
Quick apply
2d
Customer Experience Advisor
Legal & General Investment Management —Cardiff
- From £25,000 a year
- Monday to Friday
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
1d
Customer Sales Advisor
hireful —Bristol
- £28,000 - £30,000 a year
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
2d
Junior HR Consultant
Be The Change HR —Bristol
- £30,000 - £32,000 a year
- Part-time
- Hybrid work
- Data analysis skills
- English
- Bachelor's degree
- Flexitime
- Work from home
Quick apply
Relationship Manager, Healthcare- Bristol & South West
Lloyds Banking Group —Bristol
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- Sales
- Travel
- Communication skills
1d
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Creative production and installation manager
One World Creative —Chepstow
- £26,159.16 - £35,920.29 a year
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Leadership
- Free parking
Quick apply
15h
Stop Smoking Advisor
North Somerset Council —Weston-super-Mare
- £26,403 - £28,142 a year
- Full-time
- Hybrid work
- Microsoft Word
- Annual leave
3d

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Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
3 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 hallen, gls

Adviser Support

Personal Assistant

Customer Service Advisor

Trainee Financial Adviser

Part Time Personal Assistant

Patient Advisor / Treatment Assistant

Insurance Advisor

Health Advisor

Assistant Client Manager x2

Female Independent Domestic Violence Advisor (IDVA)

IFA Administrator

Talent Acquisition Advisor

Customer Experience Advisor

Customer Experience Advisor

Customer Sales Advisor

Junior HR Consultant

Relationship Manager, Healthcare- Bristol & South West

Insurance Advisor

Creative production and installation manager

Stop Smoking Advisor

I want to receive the latest job alerts for client advisor in hallen, gls

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