Adviser Support Executive - Edinburgh, United Kingdom - Morningstar

Morningstar
Morningstar
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Job Posting Title
- Adviser Support Executive**
About the role
At Morningstar, we strive to Empower Investor Success.

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' needs.

Our solutions pave the way for investors to achieve their goals with confidence.


The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences.

By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need.

Our mission is to enhance the education, engagement, and experience for the investor.


The role of our Adviser Support Executive is primarily focused on delivering world-class service and support to our portfolio of global clients.


Responsibilities:


  • Deliver daytoday support for our clients in all areas of the proposition from technology to tax wrappers.
  • Analyse IFA behaviour to ensure that they get the best out of our platform as well as helping to identify new opportunities.
  • Ensure that client feedback is captured and shared so that we can improve the products and services we offer.
  • Be proactive with clients and provide quality training to maximize the users' experience.

Qualifications

Experience and soft skills:


  • 3yrs+ experience in a similar role (Administration, Support, Advisory)
  • Technology Savvy
  • Strong communicator, team player, enthusiastic
  • Ambitious with a growth mindset

Technical skills:


  • An understanding of investment platforms, products & tax wrappers like SIPP or ISA would be a bonus
  • Strong Excel, data input and systems navigations skills

Hybrid Work
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.

We've found that we're at our best when we're purposely together on a regular basis, at least three days each week.

A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity


If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region).

These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts).

If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.

While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week.

A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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