Wealth Client Support Specialist

Titan Wealth; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services provider in Bristol is seeking a Support Advisor to assist financial advisers in providing excellent service to clients. Responsibilities include preparing for client reviews, updating client information, and ensuring compliance with regulations. The ideal candidate should have relevant experience in the financial industry, strong communication skills, and demonstrate a commitment to service excellence. This role offers a competitive salary and comprehensive benefits, contributing to a dynamic team environment.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Discretionary performance related bonus

Employee Assistance Programme

Lunch and snacks provided in the Bristol office

Qualifications

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Computer literate and methodical.

Responsibilities

• Support financial advisers with client reviews.
• Update and validate client information on platforms.
• Prepare case submissions and handle inquiries.

Skills

Attention to detail

Good written and oral communication skills

Customer focus

Organizational skills

Education

GCSE in Maths and English, grade 5 or above

Job description

A financial services provider in Bristol is seeking a Support Advisor to assist financial advisers in providing excellent service to clients. Responsibilities include preparing for client reviews, updating client information, and ensuring compliance with regulations. The ideal candidate should have relevant experience in the financial industry, strong communication skills, and demonstrate a commitment to service excellence. This role offers a competitive salary and comprehensive benefits, contributing to a dynamic team environment.