Advisor Support Specialist

Cap Resourcing; West of England; 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 facilities

Job summary

Cap Resourcing Ltd is seeking an Adviser Support Specialist in Bristol, embracing a hybrid work model. You will deliver outstanding service to financial advisers and their teams in a fast-paced, tech-driven environment.

A background in UK investment platforms and wrappers like ISAs and Pensions, plus client-facing experience, will help you thrive. The role offers £27,000–£30,000 (DOE), 25 days leave, private healthcare, and a supportive development path.

Qualifications

• Strong knowledge of UK investment platforms, products, and financial services operations.
• Familiar with wrappers such as ISAs and Pensions, and investment options.
• Experience in a client-facing financial services role and regulatory awareness.

Responsibilities

• Provide exceptional support to financial advisers and their teams.
• Collaborate with a small, ambitious team in a fast-paced tech-driven environment.

Skills

UK investment platforms

ISAs

Pensions

Financial services operations

Client-facing experience

Communication skills

Attention to detail

Job description

Adviser 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.