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
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Booking annual reviews and client meetings
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Preparing meeting packs and completing AML / ID checks
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Processing new business, top-ups and replacement cases
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Handling fund switches, encashments and drawdown reviews
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Liaising with advisers, paraplanners and providers
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Managing client and adviser requests
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Maintaining accurate records on Salesforce
What They’re Looking For
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Previous financial services administration experience
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Strong organisational skills and attention to detail
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Comfortable managing multiple cases at once
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Professional and client-focused approach
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Good IT skills (CRM experience beneficial)
Package
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Salary up to £30,000 (depending on experience)
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Full-time, permanent position
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Hybrid working considered for experienced candidates
- Long-term opportunity within wealth management
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t 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.