Adviser Servicing Technician (Finance)

TL;DR

Adviser Servicing Technician (Finance): Administering financial policies and handling adviser/customer queries with an accent on high-quality financial documentation and service level agreement (SLA) compliance. Focus on account setup, query resolution, and ensuring client satisfaction through efficient administrative processing.

Location: Southampton

Company

A leading wealth management business managing over £141 billion in customer investments across affluent and high-net-worth segments.

What you will do

• Administer policies, answer queries, and respond to customer complaints.
• Assist advisers and customers in setting up accounts and identifying suitable financial products.
• Prepare letters and other financial documents with high attention to detail.
• Process adviser requests efficiently to meet established Service Level Agreements (SLAs).
• Maintain up-to-date knowledge of products and services to deliver appropriate client outcomes.

Requirements

• Previous administrative experience.
• Proficiency in Microsoft Office, specifically Excel and PowerPoint.
• Strong organizational skills with the ability to prioritize workloads and meet deadlines.
• Excellent verbal and written communication skills for recording and interpreting report data.
• Must be based in Southampton.

Culture & Benefits

• Holiday allowance of 182 hours (26 days).
• Eligibility for the hirify.global Incentive Scheme based on business and individual performance.
• Non-contributory company pension scheme with options for personal contributions.
• Cash benefit allowance available in lieu of some core benefits.
• Range of flexible benefits for UK employees via salary deduction.