Client Support Adviser

Flair for Recruitment; Bristol; On-site; USD 33,458 - 46,841; Full time

Job summary

An innovative firm in the financial services sector is seeking a Client Support Adviser to enhance their team in Bristol. In this role, you'll leverage your expertise in customer service and financial products to assist advisers effectively. Your proactive approach and outstanding communication skills will be key in resolving queries and fostering strong relationships. Join a growing wealth platform where your contributions will directly impact the success of clients and advisers alike. This is an exciting opportunity to be part of a dynamic environment that values initiative and dedication.

Qualifications

• Strong knowledge of UK financial services products, including ISAs and Pensions.
• Experience in a client-facing role with a focus on customer service.

Responsibilities

• Resolve adviser queries via phone and email, enabling self-sufficiency on the platform.
• Establish strong relationships with advisers and seek feedback for improvement.

Skills

Customer Service

Communication Skills

Proactive Mindset

Attention to Detail

Knowledge of UK Financial Products

Job description

Business Operations Recruitment Specialist. Helping clients source the top talent for roles within the Financial Services industry.

Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, is looking for a Client Support Adviser to join their Bristol-based team.

Responsibilities include:

1. Resolve adviser queries over the phone and email, and work proactively to enable them to become self-sufficient on the platform.
2. Deal with administrative tasks relating to the platform.
3. Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result.
4. Keep up to date with industry regulations and changes.

About you:

1. Strong knowledge of products in the UK financial services industry, including ISAs and Pensions.
2. Experience within a client-facing role, with a focus on customer service.
3. Proactive mindset.
4. Outstanding communication skills, with a professional demeanor.
5. Strong attention to detail and ability to prioritize.

Please apply today to be considered for this role.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Customer Service