Advisor Support Specialist - #2186292

confidential


Date: 36 minutes ago
City: Bristol
Salary: £27,000 - £32,000 / year
Contract type: Full time
confidential

Adviser Support Specialist 

Bristol (Hybrid) 

Salary - £27,000–£30,000 (DOE) 

Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done? 

A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support. 

This is a rare chance to join at an early stage and help build something exciting from the ground up. 

What we’re looking for 

  • Strong knowledge of UK investment platforms, products, and financial services operations. 

  • Understanding of wrappers such as ISAs and Pensions, plus investment options. 

  • Experience in a client‑facing financial services role. 

  • A genuinely customer‑centric mindset and willingness to go the extra mile. 

  • A self‑starter who enjoys working independently but thrives in a collaborative team. 

  • Excellent written and verbal communication skills. 

  • High attention to detail and the ability to juggle multiple priorities. 

  • Integrity and awareness of industry regulations. 

  • CII/IOC qualifications are a bonus, support is available if you want to work towards them. 

What’s on offer 

  • £27,000–£30,000 salary (DOE). 

  • 25 days annual leave. 

  • Discretionary bonus. 

  • 10% non‑contributory pension. 

  • Private healthcare, income protection, and 8x life cover. 

  • Hybrid working model. 

  • Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms. 

  • The chance to be part of a small, ambitious team with real development opportunities. 

Apply with an up-to-date CV or get in touch for more information. 

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