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    • Job Title: Adviser Support (Hybrid Role - 2/3 Days in Office).
    • Hours: Full-time, Monday – Friday.
    • Advisor Support: Provide day-to-day assistance to advisors,…
    • Reviewing medical evidence & compiling detailed reports for the DWP.
    • Full Training Provided: 12 weeks of paid, structured training – covering assessment skills,…
    • Experience of Ecological Impact Assessment and writing Environmental Statement chapters;
    • Our Virtual GP service gives you access to an NHS or Irish Medical…
    • Private medical insurance for all UK colleagues.
    • Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and…
    • Health cash plan or Private medical insurance.
    • Develop and maintain strong broker relationships across the regions and contributing to the team’s goal of…
    • Post-graduate medical qualifications such as Royal College membership or equivalent.
    • Private medical cover for employees (option to cover immediate family at a…
    • Review medical evidence and prepare detailed clinical reports for the DWP.
    • 12 weeks of paid, structured training covering DWP guidance, assessment techniques,…
    • Represent clients before immigration judges, in person or in writing as required, including preparation of cases.
    • LLB or Law related degree/diploma in law.
    • Fluent English, both verbally and in writing.
    • Hathaway Medical Centre is seeking a motivated, organised and detail-focused Facilities & Building Coordinator to…
    • Review medical records and write comprehensive reports.
    • Review Evidence: analyse medical evidence, health questionnaires, and daily living activities.
    • Strong communication and report-writing skills.
    • Review medical evidence and produce detailed, high-quality DWP reports.
    • Full Time | Hybrid Working.
    • Review medical evidence and functional impact.
    • Professional report writing and IT systems.
    • Strong communication and report-writing skills.
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    • Strong communication and report writing skills.
    • Review medical evidence and daily living impact.
    • Monday to Friday 9 am - 5 pm. No weekends!
    • Represent clients before immigration judges, in person or in writing as required, including preparation of cases.
    • So, what skills will you need to succeed?*.
    • Private medical insurance, Health Cash Plan, Life assurance and income protection.
    • Communicates fluently, orally and in writing, and can present complex…

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Job Post Details

Adviser Support - job post

Clifton Wealth Partnership
4.0 out of 5 stars
Bristol BS20 0DD•Hybrid work
£26,000 - £33,000 a year - Permanent, Full-time

Job details

Pay

  • £26,000 - £33,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Monday to Friday

Location

Bristol BS20 0DD•Hybrid work

Benefits

Pulled from the full job description

  • Free parking
  • Company pension
  • Private medical insurance
  • Cycle to work scheme
  • Company events
  • On-site parking

Full job description

Job Title: Adviser Support (Hybrid Role - 2/3 Days in Office)

Location: Bristol

Length of Contract: Permanent

Hours: Full-time, Monday – Friday

Responsibilities

  • Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests.
  • Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required.
  • Workflow Management: Monitor and manage workflows to ensure timely completion of tasks.
  • Report Writing: Prepare basic reports using pre-defined templates.
  • Business Processing: Process new business applications accurately and efficiently.
  • Application Forms: Generate application forms and complete them as needed.
  • Client Interaction: Greet clients in the office and ensure a professional, welcoming experience.
  • General Administration: Maintain records, update systems, and support compliance requirements.

Desired Skills and Expertise

  • Strong organisational skills with excellent attention to detail and accuracy.
  • Exceptional multi-tasking and prioritisation abilities; able to work under pressure.
  • Outstanding communication and interpersonal skills, both written and verbal, with clear articulation.
  • Proven ability to work effectively both independently and as part of a team.
  • Proficiency in Microsoft Office and in-house CRM systems, with the ability to navigate and adhere to defined business processes.
  • Solid understanding of compliance requirements within the advisory process.
  • Experience supporting Wealth Advisers across various product areas.
  • Demonstrated track record of achieving targets independently.

What We Offer:

· A central office setting.

· Opportunities for professional growth and development, with funded Exams and continuous in-house training

· A collaborative team that values innovation and client satisfaction.

Employee Benefits:

· 25 days holiday

· Death in Service benefit

· Group Pension Scheme

· Group Income Protection

· Health Shield, PERKS, Health, and well-being support

· Private Medical Insurance (available at an additional cost)

· Giving back days

· Bike to Work Scheme

Job Types: Full-time, Permanent

Pay: £26,000.00-£33,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Cycle to work scheme
  • Free parking
  • On-site parking

Ability to commute/relocate:

  • Bristol BS20 0DD: reliably commute or plan to relocate before starting work (required)

Experience:

  • Financial services: 2 years (required)

Work Location: Hybrid remote in Bristol BS20 0DD

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