Adviser Support Specialist | Hybrid, Growth Role

Cap Resourcing Ltd; Bristol; Hybrid; GBP 27,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

Discretionary bonus

10% non-contributory pension

Private healthcare

Income protection

8x life cover

Hybrid working model

Central Bristol office

Job summary

Cap Resourcing Ltd is seeking an Adviser Support Specialist in Bristol on a hybrid basis to deliver exceptional service to financial advisers in a fast-paced, tech-driven environment. Salary is £27,000-£30,000 (DOE).

Join a growing wealth management platform’s Service Centre at an early stage, helping shape how support is delivered and supporting advisers and their teams with outstanding service. The role provides development opportunities within a small, ambitious team.

Qualifications

• Strong knowledge of UK investment platforms, products and financial services operations.
• Understanding wrappers such as ISAs and Pensions and related investment options.
• Experience in a client-facing financial services role.
• Genuine customer-centric mindset and willingness to go the extra mile.
• Self-starter who works independently but thrives in a collaborative team.
• Excellent written and verbal communication skills.
• High attention to detail and ability to juggle multiple priorities.
• Integrity and awareness of industry regulations.
• CII/IOC qualifications are a bonus; support available to pursue them.

Skills

UK investment platforms

ISAs and Pensions wrappers

Client-facing financial services

Customer-centric mindset

Independent yet collaborative

Excellent communication

Attention to detail

Integrity & regulatory awareness

CII/IOC qualifications (bonus)

Job description

Cap Resourcing Ltd is seeking an Adviser Support Specialist in Bristol on a hybrid basis to deliver exceptional service to financial advisers in a fast-paced, tech-driven environment. Salary is £27,000-£30,000 (DOE).

Join a growing wealth management platform’s Service Centre at an early stage, helping shape how support is delivered and supporting advisers and their teams with outstanding service. The role provides development opportunities within a small, ambitious team.