At a Glance
- Tasks: Support financial advisers on the P1 Platform and resolve queries efficiently.
- Company: Join a dynamic team in a leading financial services firm.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Office-based role in Exeter with some remote work flexibility.
- Why this job: Make a real difference by helping advisers succeed with their clients.
- Qualifications: Attention to detail and a passion for customer service are essential.
The predicted salary is between 30000 - 40000 € per year.
As part of the Adviser Platform Support team, you will serve as the primary point of contact for financial advisers using the P1 Platform. You will assist in the general day to day running of the platform, which includes smooth onboarding, facilitating pension and investment transfers, assisting with account creation, and providing solutions to general support queries. This role requires an individual with a keen attention to detail, ability to handle a varying workload throughout the day and a passion for delivering exemplary customer service. This role is mainly office based in Exeter with the option to work some days at home on a pre‑agreed schedule.
Key Responsibilities
- Platform support for Financial Advisers; Provide first‑line support to financial advisers using the investment platform.
- Troubleshoot and resolve any platform‑related issues in a timely and efficient manner.
- Organise and lead training sessions for new advisers to familiarise and keep them up to date with the platform.
- Pension and Investment Transfer Management; Coordinate and manage the transfer of pensions and investments to our platform.
- Liaise with external providers and ensure the seamless transition of assets.
- Monitor transfer statuses and provide timely updates to advisers.
- Account Creation and Maintenance; Assist financial advisers in the creation of new client accounts.
- Ensure all necessary documentation and information is collected and stored securely.
- Perform routine account maintenance and reviews as needed.
- General Support; Respond to a variety of support queries, ranging from platform functionalities to financial instrument details.
- Work closely with the IT department to address any technical issues.
- Document and elevate complex issues to the appropriate teams or departments.
- Gather feedback from financial advisers to identify potential areas of improvement for the platform.
- Stay updated with industry trends and best practices to suggest platform enhancements.
- Participate in regular team meetings to discuss and implement operational improvements.
Adviser Platform Support in Devon employer: P1 Investment Services
As an Adviser Platform Support team member, you will thrive in a dynamic and supportive work environment in Exeter, where your contributions directly impact the success of financial advisers. The company prioritises employee growth through ongoing training and development opportunities, fostering a culture of collaboration and excellence. With the flexibility to work from home on a pre-agreed schedule, you can enjoy a healthy work-life balance while being part of a team dedicated to delivering exceptional customer service.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Platform Support in Devon
✨Tip Number 1
Network like a pro! Reach out to financial advisers and industry professionals on LinkedIn. Join relevant groups and engage in discussions to get your name out there. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice makes perfect! Before any interview, do a mock session with a friend or family member. Focus on common questions related to platform support and customer service. We want you to feel confident and ready to impress!
✨Tip Number 3
Show off your skills! Prepare a portfolio or a presentation that highlights your experience with platform support and customer service. We love seeing how you can bring value to the team, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest roles we have available, including the Adviser Platform Support position. Let’s get you on board!
We think you need these skills to ace Adviser Platform Support in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Adviser Platform Support role. Highlight any customer service experience and your attention to detail, as these are key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about supporting financial advisers. Share specific examples of how you've delivered great service in the past, and don’t forget to mention your adaptability to varying workloads!
Showcase Your Communication Skills:Since this role involves a lot of interaction with advisers, make sure your written application is clear and professional. We want to see that you can communicate effectively, even in writing!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at P1 Investment Services
✨Know the Platform Inside Out
Before your interview, make sure you’re familiar with the P1 Platform and its functionalities. Understand how it supports financial advisers and be ready to discuss any features or common issues that might arise. This will show your genuine interest in the role and your proactive approach.
✨Demonstrate Your Customer Service Skills
Since this role is all about providing exemplary customer service, prepare examples from your past experiences where you’ve successfully resolved customer queries or improved a process. Highlight your attention to detail and ability to handle varying workloads, as these are key for the Adviser Platform Support position.
✨Prepare for Technical Questions
Expect some technical questions related to troubleshooting and platform support. Brush up on common issues that financial advisers might face and think through how you would resolve them. Being able to articulate your problem-solving process will impress the interviewers.
✨Show Enthusiasm for Training and Development
As part of the role, you’ll be leading training sessions for new advisers. Share your thoughts on effective training methods and any experience you have in teaching or mentoring others. Showing enthusiasm for helping others learn will resonate well with the interviewers.
