Insurance advisor Work, Jobs in Whitchurch, 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
7d
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
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 (Full-time)
Beyond The Bean Ltd —Bristol
- From £27,255 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Profit sharing
Quick apply
4d
Optical Assistant (Mobile)
Lynne Fernandes Optometrists —Bristol
- £24,500 - £28,000 a year
- Part-time
- Sales
- Laboratory experience
- Bachelor's degree
- Store discount
- Health & wellbeing programme
Quick apply
10d
Automotive Customer Service Advisor
LCM Automotive —Bristol
- From £32,500 a year
- Full-time
- Customer service
- In-person
- Cash handling
- Free parking
- Employee discount
Quick apply
4d
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
6d
Legal Advisor
RAC —Bristol
- Up to £28,000 a year
- Master's degree
- Contracts
- Communication skills
- Annual leave
- Flexible schedule
Service Advisor
Renault UK —Bristol
- £29,870 a year
- Customer service
- Communication skills
- Mechanical knowledge
- Annual leave
- Employee discount
Customer Service Representative
Copart —Bristol
- £29,436 a year
- Customer service
- Communication skills
- Employee discount
- Life insurance
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
5h
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Health Advisor
Bupa —Bristol
- £30,200 a year
- Full-time
- Gym membership
- Life insurance
Quick apply
5d
Insurance & Risk Advisor Apprenticeship
MetaGedu —Bristol
- £21,500 a year
- Full-time
2d
Service Advisor
Retail Renault Group —Bristol
- £29,870 a year
- Overtime
- Sales
- Customer service
- Driving
- Annual leave
- Employee discount
Quick apply
13d
Land Manager
Dandara —Bristol
- Up to £75,000 a year
- Analysis skills
- Negotiation
- Employee assistance programme
Customer Support Advisor
Ayvens —Bristol
- £27,030 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Free parking
- Annual leave
2d
Solution Consultant (Modern Workplace)
Pax8 Global —Bristol
- £40,000 - £60,000 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
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
People & Talent Manager
Eden Conveyancing —Bristol
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Project management
- Human resources
- Organisational skills
- Annual leave
Quick apply
3d

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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

insurance advisor jobs in whitchurch, bst

Adviser Support

Insurance Advisor

Trainee Financial Adviser

Customer Service Advisor (Full-time)

Optical Assistant (Mobile)

Automotive Customer Service Advisor

Talent Acquisition Advisor

Legal Advisor

Service Advisor

Customer Service Representative

Customer Service Advisor

Sector Client Director - Healthcare

Health Advisor

Insurance & Risk Advisor Apprenticeship

Service Advisor

Land Manager

Customer Support Advisor

Solution Consultant (Modern Workplace)

Personal Assistant

People & Talent Manager

I want to receive the latest job alerts for insurance advisor in whitchurch, bst

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