Advisor Support - Edinburgh, United Kingdom - Morningstar

Morningstar

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Advisor Support Executive - Wealth Platform
12 Months Fixed-Term Contract

Location:
Edinburgh / Hybrid

About the role
The role is primarily focused on delivering world class service and support to our portfolio of global clients.

In this role you will

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 maximise the users' experience.

What you need to be successful

3yrs+ experience in a similar role (Administration, Support, Advisory)
An understanding of investment platforms, products & tax wrappers like SIPP or ISA would be a bonus
Strong Excel, data input and systems navigations skills
Technology Savvy
Strong communicator, team player, enthusiastic
Ambitious with a growth mindset

Who We Are
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.

P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity

If you received and accept an offer from us, we require that personal and any related investment_s be disclosed _confidentially_ _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._