Customer Service Advisor

We're a growing wealth management firm that believes in building the best client service in the business.For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally, if you just like being excellent Client Support then that is also great. Located in Bristol you will be joining our Hub team, where no two days will be the same. Support our Financial Planners and be a crucial part of the team ensuring their clients get a good administrative service, and they have you for theirorganisation and diary management. A busy environment with lots to get involved with, we will help you learn our firm and productsfrom the ground up. Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software). Co-ordinate Financial Planner’s diaries and arrange client meetings. Ensure all data entry is completed accurately and within specified timelines. Experience in a Wealth Management, Financial Planning or IFA firm (6mths minimum). A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the queue. Intermediate Excel skills - e.g. If you are a graduate looking to move from a job into a career, if you meet the above, please apply (non-grads are also welcome). Competitive Pension Scheme - we contribute 6%, you 3%

• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.