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- Tasks: Help advisers with queries and administrative tasks while building strong relationships.
- Company: Join a growing wealth platform based in Bristol, focused on client support.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a team that values feedback and proactive solutions in the financial services industry.
- Qualifications: Experience in client-facing roles and knowledge of UK financial products like ISAs and Pensions required.
- Other info: Ideal for those who thrive in a fast-paced, customer-focused setting.
The predicted salary is between 36000 - 60000 £ per year.
Do you have experience in adviser support in a wealth management or wealth platform firm?
Our client, a growing wealth platform, are looking for a Client Support Adviser to join their Bristol based team.
Responsibilities include:
- Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
- Deal with administrative tasks relating to the platform
- Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
- Keep up to date with industry regulations and changes
About you:
- Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
- Experience within a client facing role, and focus on customer service
- Proactive mindset
- Outstanding communication skills, with a professional demeanour
- Strong attention to detail and ability to prioritise
Please apply today to be considered for this role.
Client Support Adviser employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Adviser
✨Tip Number 1
Make sure to familiarize yourself with the latest trends and regulations in the UK financial services industry, especially regarding ISAs and Pensions. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed.
✨Tip Number 2
Practice your communication skills by engaging in mock conversations or role-playing scenarios related to adviser support. This will help you articulate your thoughts clearly and confidently during the interview process.
✨Tip Number 3
Network with professionals in the wealth management sector, either through LinkedIn or local events. Building relationships can provide you with insights into the company culture and potentially lead to referrals.
✨Tip Number 4
Prepare specific examples from your past experiences where you successfully resolved client queries or improved processes. Being able to share these stories will showcase your proactive mindset and problem-solving abilities.
We think you need these skills to ace Client Support Adviser
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in adviser support within wealth management or similar firms. Use specific examples that showcase your ability to resolve queries and provide excellent customer service.
Showcase Communication Skills: Since outstanding communication skills are crucial for this role, include instances where you effectively communicated with clients or advisers. Highlight any experience you have in dealing with queries over the phone and email.
Demonstrate Proactivity: Illustrate your proactive mindset by mentioning initiatives you've taken in previous roles to improve processes or enhance client satisfaction. This will show that you can contribute positively to the team.
Stay Updated on Industry Knowledge: Mention your knowledge of UK financial services products like ISAs and Pensions. If you have kept up with industry regulations and changes, be sure to include that as well, as it shows your commitment to staying informed.
How to prepare for a job interview at Flair for Recruitment
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of UK financial services products, especially ISAs and Pensions. Being able to discuss these confidently will demonstrate your expertise and suitability for the role.
✨Demonstrate Your Customer Service Skills
Prepare examples from your past experiences where you successfully resolved client queries or improved customer satisfaction. This will highlight your client-facing experience and focus on customer service.
✨Be Proactive in Your Approach
During the interview, showcase your proactive mindset by discussing how you've taken initiative in previous roles. Mention any feedback mechanisms you've implemented or how you've worked to empower clients.
✨Communicate Clearly and Professionally
Outstanding communication skills are crucial for this role. Practice articulating your thoughts clearly and professionally, as this will reflect your ability to establish strong working relationships with advisers.
