Global Adviser Support Specialist

Morningstar Credit Ratings, LLC; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Morningstar is seeking an experienced Adviser Support Executive to deliver high‑quality service to an international client base. You will handle adviser queries on platform functionality, investments, and tax wrappers, with training provided to become a SME on the Morningstar Wealth Platform.

You’ll support advisers across multiple countries, primarily during UK hours, and collaborate with teams worldwide to ensure a consistent client experience.

Qualifications

• 3+ years’ experience in a financial services role such as administration, support, or advisory.
• Experience handling UK inbound calls, ideally within a platform or adviser support environment.
• Strong communication skills and confidence engaging with clients via phone and email.
• Comfortable working in a varied role that requires adaptability and decision‑making.
• Highly empathetic, client‑focused and calm under pressure.
• Strong teamwork skills with the ability to collaborate effectively with colleagues across different regions and time zones.
• Motivated, engaged, and keen to continue developing professionally.
• Soft skills are essential — success in this role depends on your ability to build trust, explain clearly, and support advisers with confidence.

Responsibilities

• Deliver day‑to‑day inbound telephone and email support to advisers across a global client base, primarily during core UK hours.
• Support clients across all areas of the Wealth Platform, from technology and functionality to investments and tax wrappers.
• Build strong platform knowledge and develop into a subject matter expert (SME) on the Morningstar Wealth Platform (full training provided).
• Confidently handle a wide range of adviser queries, including complex or unfamiliar scenarios where the solution may not be immediately clear.
• Apply experience, judgement, and problem‑solving skills to resolve issues efficiently and accurately.
• Analyse adviser usage to help clients get the most value from the platform and promote appropriate self‑service.
• Proactively engage with advisers by delivering high‑quality guidance and training.
• Capture and share client feedback to support continuous improvement.
• Work closely with teams across multiple global offices to ensure a consistent and high‑quality client experience.

Skills

Financial services experience

UK inbound calls

Strong communication

Adaptable

Client-focused

Teamwork

Professional development

Tools

Excel

Job description

Morningstar is seeking an experienced Adviser Support Executive to deliver high‑quality service to an international client base. You will handle adviser queries on platform functionality, investments, and tax wrappers, with training provided to become a SME on the Morningstar Wealth Platform.

You’ll support advisers across multiple countries, primarily during UK hours, and collaborate with teams worldwide to ensure a consistent client experience.