£24,500 - £30,000
Wimborne Minster | Office based (hybrid considered)
A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.
This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want!
This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.
The Role
Booking and managing client review meetings
Preparing documentation and completing AML checks
Processing new business and policy changes
Managing Salesforce tasks and opportunities
Liaising with financial advisers, paraplanners and providers
Ensuring SLAs and compliance standards are met
About You
Financial services / Financial planning experience preferred, but not essential
Strong organisational skills and high attention to detail
Professional communication skills
Comfortable working in a structured, process-driven environment
Keen to build a long-term career in wealth management
Why Join?
Established, reputable Financial Planning environment
Structured training
Professional, team-based culture
Exposure to experienced advisers and planners
Clear progression pathway
Long-term career stability
This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice
Salary description
£24000.00 - £30000.00 per year