Client Service Specialist Location: Swindon [SN4] £25,000 - £27,000 Hybrid We’re working with a respected wealth management business that’s looking to appoint a Client Service Specialist. All training provided for those who need. This is a great opportunity for someone who’s confident in handling complex administration and passionate about delivering high standards of client care. This role plays a central part in supporting advisers, maintaining operational efficiency, and ensuring an exceptional client experience. About the Role This is a varied and detail-driven position, suited to someone who enjoys working independently, can manage a busy workload, and wants to make a meaningful impact in a well-structured and high-performing team. You’ll be responsible for: Preparing and managing meeting packs, ensuring information is accurate and timely Submitting and tracking new business across pensions, investments, and protection cases Handling complex administrative tasks such as drawdown payments, CGT calculations, and trust administration Managing client data across Salesforce and other systems, ensuring records are current and compliant Responding to client queries, both directly and on behalf of advisers Supporting junior team members and contributing to process improvements Keeping up to date with regulatory and internal updates that affect day-to-day work What We’re Looking For We’re keen to hear from people who can demonstrate: Previous experience in a technical or client-facing support role within financial services High attention to detail, with the ability to manage multiple workflows confidently Strong communication skills and a calm, professional approach Good knowledge of systems such as Salesforce, Microsoft Office (Excel, Outlook, Word) A proactive mindset with a willingness to take ownership of work and support others. What’s on Offer Structured personal development and study support 3 days per week in office, following successful probation. 25 days holiday, increasing one day per year. Life cover (4x) Business referrals (50%) A collaborative working environment with long-term career prospects The opportunity to be part of a firm that values precision, reliability and teamwork Apply now If you’re looking to step into a role where your expertise is valued and your contribution makes a difference, we’d love to hear from you