Do you have experience in adviser support in a wealth management or wealth platform firm?
Our client, a growing wealth platform, are looking for an Adviser Support Specialist to join their Bristol based team.
Responsibilities include
- Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
- Deal with administrative tasks relating to the platform
- Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
- Keep up to date with industry regulations and changes
About you
- Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
- Experience within a client facing role, and focus on customer service
- Proactive mindset
- Outstanding communication skills, with a professional demeanour
- Strong attention to detail and ability to prioritise
Please apply today to be considered for this role.