Location: Swindon (Hybrid after probation) Salary: £25,000 – £27,000 benefits Hours: 35.5 hours per week (Mon–Thu 8:30–5, Fri 8:30–3) Contract: Full-time, permanent About The Firm A well-established and growing wealth management firm in Swindon is looking for a proactive Client Service Specialist to join its friendly, close-knit team. The business has a family-oriented culture and prides itself on delivering exceptional service to a loyal client base. The Role This role provides high-level technical and administrative support to Advisers, ensuring clients receive an exceptional experience from start to finish. You’ll prepare meeting packs, manage documentation, handle business submissions, and assist with a variety of client-related processes. The position requires excellent attention to detail, strong organisational skills, and the ability to manage multiple priorities within a busy professional environment. Key Responsibilities Prepare and organise client meeting packs and documentation. Manage business submissions and ensure all records are accurate and compliant. Maintain and update client information in Salesforce and internal systems. Liaise with clients to provide updates and resolve queries. Support Advisers and the wider team with administrative and technical tasks. Contribute to continuous process improvements and team support. About You Strong administrative and organisational skills. Excellent attention to detail and accuracy. Confident communicator, professional and approachable. Financial services experience helpful but not essential – full training provided. Proactive team player who thrives in a collaborative environment. Benefits Hybrid working after 6-month office-based training (Mon–Wed office, Thu–Fri home). 35.5-hour week with early finish Fridays. 25 days holiday plus bank holidays (option to buy/sell). Company pension scheme. Birthday vouchers, Christmas gifts & regular social events! Join a team that values professionalism, collaboration, and genuine client care – apply today and take the next step in your career. Alternatively, get in touch to arrange a confidential chat about other similar opportunities in wealth management and financial services.