Job Description

About The Team  
 
The Adviser Support team are a key part of CBUS' Advice offering. The team offers operational support and service to internal Retirement Advisers, and external financial planning practices. The team are in a growth phase, with opportunities for career development in a multitude of disciplines. 

Role snapshot

You will be supporting a portfolio of internal Retirement Advisers with logistical, practical and administrative tasks. You will also support our FAAA Practice partners through telephone query handling and email. You will be operating within a quality framework and striving to achieve efficiency, clarity and excellent service within this.  
 
Key responsibilities    

  • Responding efficiently and accurately to internal and external financial advisers  in line with a quality framework
  • Coordinating the implementation of advice strategies, as recommended by our i...

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