Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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, fostering collaboration and delivering intuitive digital experiences. This role seeks an experienced Senior Adviser Support Executive to provide high-quality service to an international client base, acting as a subject matter expert and supporting colleagues with complex cases.

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, including technology, functionality, 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.
Apply experience, judgement, and problem-solving skills to resolve issues efficiently and accurately.
Analyze adviser usage to help clients maximize platform value and promote 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.
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

Communication skills
Client engagement
Adaptability
Decision-making
Empathy
Client-focus
Calm under pressure
Teamwork
Collaboration
Motivation
Professional development
Coaching
Mentoring
Knowledge sharing
Investment platforms
Investment products
Tax wrappers (ISAs, SIPPs)
Excel
Data entry
Multi-system navigation
Learning new technology
Problem-solving
Operational issue resolution
Platform processes
Controls
Risk awareness

Location

Global

Work Type

Hybrid
Full-time

Experience Level

Senior
4+ years

Salary/Compensations

GBP 30,330.00-40,176.66
5% Annual Bonus Target

Benefits

Flexibility
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.
Morningstar operates a hybrid working model, combining in-office collaboration with flexibility.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.
In most of our locations, our hybrid work model is four days in-office each week.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.