Client Support SpecialistBournemouth | 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*Booking annual reviews and client meetings
*Preparing meeting packs and completing AML / ID checks
*Processing new business, top-ups and replacement cases
*Handling fund switches, encashments and drawdown reviews
*Liaising with advisers, paraplanners and providers
*Managing client and adviser requests
*Maintaining accurate records on Salesforce
What They’re Looking For*Previous financial services administration experience
*Strong organisational skills and attention to detail
*Comfortable managing multiple cases at once
*Professional and client-focused approach
*Good IT skills (CRM experience beneficial)
Package*Salary up to £30,000 (depending on experience)
*Full-time, permanent position
*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.