Hybrid Global Adviser Platform Support Specialist

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

Job summary

Morningstar is seeking an experienced Adviser Support Executive to deliver high‑quality service to our international client base on the Morningstar Wealth Platform. This role is not entry‑level and requires prior financial services support experience with confidence handling adviser queries in a global environment.

The role covers core UK hours but has a global impact, collaborating with teams across offices worldwide.

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.

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.

Skills

Financial services experience

Customer communication

Problem solving

Team collaboration

Tools

Excel

Data entry

Job description

Morningstar is seeking an experienced Adviser Support Executive to deliver high‑quality service to our international client base on the Morningstar Wealth Platform. This role is not entry‑level and requires prior financial services support experience with confidence handling adviser queries in a global environment.

The role covers core UK hours but has a global impact, collaborating with teams across offices worldwide.