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- Tasks: Support advisers with expert guidance on platform functionality and business processes.
- Company: Join a leading company revolutionising adviser solutions for smarter operations.
- Benefits: Enjoy 25 days holiday, generous pension, private healthcare, and more perks.
- Why this job: Be part of a customer-focused team that values your proactive contributions and ideas.
- Qualifications: Strong knowledge of UK investment platforms and financial products is essential.
- Other info: CII/IOC qualifications are a plus but not mandatory.
The predicted salary is between 24000 - 36000 £ per year.
Our client provides an end-to-end adviser solution which enables advisers to work smarter and achieve game changing efficiencies in their operations. They are looking for an experienced and Professional Adviser Support Specialist for our Service Centre. You will be the key point of contact, providing expert guidance and support to users on platform functionality and business processes. With a strong customer-focused mindset, you’ll ensure advisers and their teams have everything they need to effectively serve their clients.
User satisfaction is a top priority, and they value proactive contributions to improving processes and ways of working. This is an exciting opportunity to join an industry leading company and play a vital role in shaping the business as it grows.
Skills & experience required:
- Strong knowledge of UK investment platform operations, financial products, and the broader financial services industry.
- Familiarity with financial products/wrappers such as ISAs and Pensions, as well as an understanding of different investment options.
- Proven track record in financial services, with demonstrable experience in a client-facing role.
- A customer-centric mindset, with a proactive approach and willingness to go the extra mile.
- Excellent verbal and written communication skills, with the ability to engage effectively with advisers, their staff, and internal stakeholders.
- High professional integrity, with a solid understanding of industry-specific regulations.
- CII/IOC qualifications are desirable but not essential.
On top of your salary, you will also receive 25 days holiday, an extremely generous pension, private healthcare + other benefits.
Advisor Support employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Support
✨Tip Number 1
Familiarise yourself with the latest trends in UK investment platforms and financial products. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in adviser support roles. Engaging with them can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or contributed to customer satisfaction in previous roles. This will showcase your proactive mindset and ability to add value to the team.
✨Tip Number 4
Research the company’s values and mission statement. Tailoring your conversation to align with their goals during interviews can significantly enhance your chances of making a positive impression.
We think you need these skills to ace Advisor Support
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Advisor Support Specialist. Familiarise yourself with the key skills and experiences required, such as knowledge of UK investment platforms and financial products.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services and client-facing roles. Emphasise your customer-centric mindset and any specific achievements that demonstrate your ability to improve processes or enhance user satisfaction.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with their needs, particularly your understanding of financial products like ISAs and Pensions, and your proactive approach to customer service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your communication style reflects the professionalism expected in the financial services industry.
How to prepare for a job interview at Cap Resourcing Ltd
✨Showcase Your Industry Knowledge
Make sure to brush up on your knowledge of UK investment platform operations and financial products. Be prepared to discuss specific examples of how you've used this knowledge in previous roles, as it will demonstrate your expertise and suitability for the Advisor Support Specialist position.
✨Emphasise Customer-Centric Mindset
Since user satisfaction is a top priority for the company, highlight your customer-focused experiences. Share instances where you went the extra mile to assist clients or improve processes, showcasing your proactive approach to problem-solving.
✨Communicate Effectively
Excellent verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely, and be ready to engage in discussions about how you would communicate with advisers and their teams effectively.
✨Demonstrate Professional Integrity
Given the importance of high professional integrity in the financial services industry, be prepared to discuss how you adhere to industry regulations and maintain ethical standards in your work. This will help build trust with your potential employer.
