Morningstar
Senior Adviser Support Executive
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About the Role
At Morningstar, our 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.
We're looking for an experienced Senior Adviser Support Executive to deliver high-quality service to our international client base. This role is suited to someone who already has significant experience within financial services and is confident supporting advisers across a wide range of platform, investment and operational queries.
In addition to delivering excellent client service, the Senior Adviser Support Executive will act as a subject matter expert within the team, supporting colleagues with complex cases, sharing technical knowledge and contributing to the continuous improvement of the Adviser Support function.
The Role
This is a varied and fast-paced role where no two days are the same. You'll support advisers located across multiple countries and regions, dealing with a broad range of questions covering platform functionality, investment products and tax wrappers. While you'll primarily cover core UK business hours, your work will have a global impact and you'll regularly collaborate with colleagues in offices around the world. You won't always have the answer immediately and that's expected.
The role requires confidence, sound judgement and strong problem-solving skills to work through unfamiliar scenarios, identify common themes and deliver the right outcome for the client. As a senior member of the team, you'll also be expected to support colleagues, help resolve more complex adviser issues and contribute to maintaining high standards across the function.
Key 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.
Additional Senior Responsibilities
- 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.
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Skills & Experience
Experience & Soft Skills (Essential)
- 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.
Technical Skills
- 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.
Hybrid Working
Morningstar operates a hybrid working model, combining in-office collaboration with flexibility. You'll work alongside your local team during the week, with the option to work remotely one day per week, while remaining closely connected to colleagues and clients across the globe.
Base Salary
Compensation Range: GBP 30,330.00-40,176.66
Bonus Target: 5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
How to Apply for a Job at Morningstar
Step 1
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
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Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message.
US Applicants
Morningstar is an E-Verify program participant. Learn more:
- This Organization Participates in E-Verify (English)
- This Organization Participates in E-Verify (Spanish)
- Right to Work (English)
- Right to Work (Spanish)
EEO is the Law
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.
Pay Transparency Notice
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.
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