Client advisor Work, Jobs in Stoke Bishop, Bst (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
11d
Customer Service Advisor
Healix —Bristol
- £27,000 - £28,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Annual leave
- Employee discount
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
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
14d
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
9d
Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
3d
Group Accountant - Growth & Regeneration team
Bristol City Council —Bristol
- £42,839 - £50,269 a year
- Full-time
- Presentation skills
- IT
4h
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
11d
Stocktaker
nGeneration —Bristol
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Female Independent Domestic Violence Advisor (IDVA)
BRC Jobs —Bristol
- £14.67 an hour
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Career Advisor
Compass Careers Ltd —Bristol
- £30,000 a year
- Part-time
- Microsoft Office
- IT
- In-person
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
11d
Insurance & Risk Advisor Apprenticeship
MetaGedu —Bristol
- £21,500 a year
- Full-time
7d
Corporate Client Advisor
Marsh —Bristol
- Full-time
- Organisational skills
2d
Housing Advisor
Bath and North East Somerset Council —Keynsham
- £17.85 - £19.32 an hour
- Call to connect
- IT
- Communication skills
- Work from home
8d
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
5d
Customer Hub Advisor
Sopra Steria —Newport
- £25,375 a year
- Hybrid work
- Organisational skills
- Annual leave
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Customer Support Advisor
Zellis —Bristol
- Hybrid work
- Continuous improvement
- Travel
- Communication skills
- Annual leave
3d
Customer Service Advisor
MSI Reproductive Choices UK —Bradley Stoke
- £25,528.04 a year
- Full-time
- Hybrid work
- Paid training
- Employee assistance programme

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Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
11 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 stoke bishop, bst

Adviser Support

Customer Service Advisor

Trainee Financial Adviser

Assistant Client Manager x2

Patient Advisor / Treatment Assistant

Trainee Mortgage Advisor

Group Accountant - Growth & Regeneration team

Talent Acquisition Advisor

Stocktaker

Female Independent Domestic Violence Advisor (IDVA)

Career Advisor

Personal Assistant

Insurance & Risk Advisor Apprenticeship

Corporate Client Advisor

Housing Advisor

Static caravan holiday home sales advisor

Customer Hub Advisor

Sector Client Director - Healthcare

Customer Support Advisor

Customer Service Advisor

I want to receive the latest job alerts for client advisor in stoke bishop, bst

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