Adviser Support Specialist
other jobs Cap Resourcing Ltd
Added before 12 hours
- England,South West,Bristol
- Full Time, Permanent
- £27,000 - £30,000 per annum
Job Description:
Full job descriptionAdviser Support Specialist
Bristol (Hybrid)
Salary - £27,000–£30,000 (DOE)
Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast-paced, tech driven environment where your ideas genuinely shape how things are done?
A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.
This is a rare chance to join at an early stage and help build something exciting from the ground up.
What we’re looking for
*Strong knowledge of UK investment platforms, products, and financial services operations.
*Understanding of wrappers such as ISAs and Pensions, plus investment options.
*Experience in a client-facing financial services role.
*A genuinely customer-centric mindset and willingness to go the extra mile.
*A self-starter who enjoys working independently but thrives in a collaborative team.
*Excellent written and verbal communication skills.
*High attention to detail and the ability to juggle multiple priorities.
*Integrity and awareness of industry regulations.
*CII/IOC qualifications are a bonus, support is available if you want to work towards them.
What’s on offer
*£27,000–£30,000 salary (DOE).
*25 days annual leave.
*Discretionary bonus.
*10% non-contributory pension.
*Private healthcare, income protection, and 8x life cover.
*Hybrid working model.
*Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
*The chance to be part of a small, ambitious team with real development opportunities.
Apply with an up-to-date CV or get in touch for more information.
Bristol (Hybrid)
Salary - £27,000–£30,000 (DOE)
Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast-paced, tech driven environment where your ideas genuinely shape how things are done?
A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.
This is a rare chance to join at an early stage and help build something exciting from the ground up.
What we’re looking for
*Strong knowledge of UK investment platforms, products, and financial services operations.
*Understanding of wrappers such as ISAs and Pensions, plus investment options.
*Experience in a client-facing financial services role.
*A genuinely customer-centric mindset and willingness to go the extra mile.
*A self-starter who enjoys working independently but thrives in a collaborative team.
*Excellent written and verbal communication skills.
*High attention to detail and the ability to juggle multiple priorities.
*Integrity and awareness of industry regulations.
*CII/IOC qualifications are a bonus, support is available if you want to work towards them.
What’s on offer
*£27,000–£30,000 salary (DOE).
*25 days annual leave.
*Discretionary bonus.
*10% non-contributory pension.
*Private healthcare, income protection, and 8x life cover.
*Hybrid working model.
*Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
*The chance to be part of a small, ambitious team with real development opportunities.
Apply with an up-to-date CV or get in touch for more information.
Job number 4292702
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