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About the Role

Morningstar's purpose is to Empower Investor Success by combining trusted data and research with innovative design and technology. The Morningstar Wealth Platform supports advisers and investors globally, enabling collaboration and delivering intuitive digital experiences. We are seeking an experienced Senior Adviser Support Executive to provide high-quality service to our international client base, handling platform, investment, and operational queries. This role involves acting as a subject matter expert, supporting colleagues, and contributing to the continuous improvement of the Adviser Support function.

Responsibilities

Deliver day-to-day inbound telephone and email support to advisers across a global client base, primarily during core UK hours.
Support clients across all areas of the Wealth Platform, from technology and functionality to investments and tax wrappers.
Build strong platform knowledge and develop into a subject matter expert (SME) on the Morningstar Wealth Platform.
Confidently handle a wide range of adviser queries, including complex or unfamiliar scenarios where the solution may not be immediately clear.
Apply experience, judgement and problem-solving skills to resolve issues efficiently and accurately.
Analyse adviser usage to help clients get the most value from the platform and promote appropriate self-service.
Proactively engage with advisers by delivering high-quality guidance and training.
Capture and share client feedback to support continuous improvement.
Work closely with teams across multiple global offices to ensure a consistent and high-quality client experience.
Act as a recognised subject matter expert for Adviser Support processes, platform functionality, investments and tax wrappers.
Take ownership of the most complex, sensitive or escalated adviser queries through to resolution.
Provide guidance, support and knowledge sharing to colleagues across the Adviser Support team.
Assist with onboarding, training and development of new team members.
Act as an escalation point for colleagues requiring additional technical or operational support.
Identify recurring issues, trends and opportunities for service improvement and share recommendations with leadership.
Support quality assurance activities and promote adherence to team standards, controls and best practice.
Contribute to business projects, system enhancements, user testing and process improvement initiatives.
Build strong relationships with stakeholders across the business to support exceptional client outcomes.

Requirements

4+ years' experience in a financial services role such as administration, support or advisory.
Experience handling UK inbound calls, ideally within a platform or adviser support environment.
Strong communication skills and confidence engaging with clients via phone and email.
Comfortable working in a varied role that requires adaptability and decision-making.
Highly empathetic, client-focused and calm under pressure.
Strong teamwork skills with the ability to collaborate effectively with colleagues across different regions and time zones.
Motivated, engaged and keen to continue developing professionally.
Experience dealing with complex or escalated adviser queries.
Experience supporting colleagues through coaching, mentoring or knowledge sharing is highly desirable.
Soft skills are essential, success in this role depends on your ability to build trust, explain clearly and support advisers with confidence.
Understanding of investment platforms, products and tax wrappers, such as ISAs and SIPPs.
Strong Excel and data entry skills, with confidence navigating multiple systems.
Comfortable learning new technology and processes.
Advanced problem-solving skills with the ability to investigate and resolve complex operational issues.
Strong understanding of platform processes, controls and risk awareness within a regulated environment.

Skills

Platform functionality
Investment products
Operational queries
Subject matter expertise
Problem-solving
Client service
Communication
Adaptability
Decision-making
Empathy
Teamwork
Collaboration
Excel
Data entry
System navigation
Technology learning
Risk awareness

Location

Global

Work Type

Hybrid
Full-time

Experience Level

Senior
4+ years

Salary/Compensations

GBP 30,330.00-40,176.66

Benefits

Bonus Target: 5% Annual
Flexibility as needs change
Tools and resources to engage meaningfully with global colleagues

About the Company

Morningstar's purpose is to Empower Investor Success.
We combine trusted data and research with innovative design and technology to help investors and advisers make confident financial decisions.
The Morningstar Wealth Platform supports advisers and investors across the globe, enabling collaboration throughout the financial journey and delivering intuitive, engaging digital experiences.
By using data, insight, and technology, we connect people worldwide to the tools and information they need to succeed.

Equal Opportunity

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
Morningstar is an E-Verify program participant.
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