Adviser Support Executive

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 Adviser Support Executive to deliver high‑quality service to our international client base. This role is not entry‑level, it’s best suited to someone who already has experience in financial services support and is confident handling a wide range of adviser queries in a global environment.

The Role

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.

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 (full training provided)
• 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

Skills & Experience

Experience & Soft Skills (Essential)

• 3+ 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
• 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

Base Salary Compensation Range

Base Salary Compensation Range GBP 30, ,176.66 Bonus Target: 5% AnnualWe 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.

Benefits & Working Arrangements

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. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success. Company overview Morningstar Development Program 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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