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- Tasks: Support advisers by resolving queries and managing administrative tasks.
- Company: Join a growing wealth platform in the heart of Bristol.
- Benefits: Enjoy a full-time role with opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Experience in client support and knowledge of UK financial products required.
- Other info: Ideal for those passionate about customer service and proactive problem-solving.
The predicted salary is between 28800 - 43200 £ per year.
Business Operations Recruitment Specialist. Helping clients source the top talent for roles within the Financial Services industry.
Do you have experience in adviser support in a wealth management or wealth platform firm?
Our client, a growing wealth platform, is 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, with a focus on customer service.
- Proactive mindset.
- Outstanding communication skills, with a professional demeanor.
- Strong attention to detail and ability to prioritize.
Please apply today to be considered for this role.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Customer Service
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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
Familiarise yourself with the latest trends and regulations in the UK financial services industry. This knowledge will not only help you answer adviser queries effectively but also demonstrate your commitment to staying informed, which is crucial for a Client Support Adviser.
✨Tip Number 2
Practice your communication skills by engaging in role-play scenarios where you resolve client queries. This will help you articulate your thoughts clearly and confidently, which is essential when dealing with advisers over the phone and via email.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with others in the field. Building relationships can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Showcase your proactive mindset by preparing examples of how you've previously improved processes or resolved issues in customer service roles. Being able to discuss these experiences during an interview will highlight your ability to take initiative.
We think you need these skills to ace Client Support Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in adviser support, particularly within wealth management or financial services. Use specific examples that demonstrate your customer service skills and knowledge of products like ISAs and Pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive mindset and outstanding communication skills. Mention how you can help advisers become self-sufficient on the platform and your ability to build strong working relationships.
Highlight Relevant Experience: In your application, emphasise any previous roles where you dealt with client queries, administrative tasks, or industry regulations. This will show that you have the necessary background for the Client Support Adviser position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is crucial for this role, so make sure your application reflects that quality.
How to prepare for a job interview at Flair for Recruitment
✨Showcase Your Industry Knowledge
Make sure to brush up on your knowledge of UK financial services, particularly ISAs and Pensions. Being able to discuss these products 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 ability to thrive in a client-facing role.
✨Emphasise Proactivity
Be ready to discuss instances where you took the initiative to solve problems or improve processes. This aligns with the proactive mindset the company is looking for in a Client Support Adviser.
✨Communicate Clearly and Professionally
Practice articulating your thoughts clearly and maintaining a professional demeanor throughout the interview. Strong communication skills are crucial for building relationships with advisers.
