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

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 a...