Location
Wimborne
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89836
Client Support Specialist
Bournemouth | Hybrid considered | Up to £30,000
A growing Wealth Management practice in Bournemouth is looking to appoint a Client Support Specialist to support its adviser team following continued business growth.
This is a full-time, permanent opportunity offering long-term stability within a professional and supportive environment. Office-based is preferred, although hybrid working can be considered for experienced candidates.
The Role
1. Booking annual reviews and client meetings
2. Preparing meeting packs and completing AML / ID checks
3. Processing new business, top-ups and replacement cases
4. Handling fund switches, encashments and drawdown reviews
5. Liaising with advisers, paraplanners and providers
6. Managing client and adviser requests
7. Maintaining accurate records on Salesforce
What Theyre Looking For
8. Previous financial services administration experience
9. Strong organisational skills and attention to detail
10. Comfortable managing multiple cases at once
11. Professional and client-focused approach
12. Good IT skills (CRM experience beneficial)
Package
13. Salary up to £30,000 (depending on experience)
14. Full-time, permanent position
15. Hybrid working considered for experienced candidates
16. Long-term opportunity within wealth management
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.