Advisor Support Specialist

  • Cap Resourcing Ltd
  • Bristol, Somerset
  • Mar 25, 2026
Full time Banking

Job Description

Adviser Support Specialist

Bristol (Hybrid)

Salary - £29,000-£32,000 (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

  • £29,000-£32,000 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.