Do you have experience in adviser support in a wealth management or wealth platform firm?
Our client, a growing wealth platform, are looking for a Client Support Adviser 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.