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.

• Booking annual reviews and client meetings
• Preparing meeting packs and completing AML / s
• 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

• Strong organisational skills and attention to detail
• Comfortable managing multiple cases at once
• Professional and client‑focused approach
• Good IT skills (CRM experience beneficial)

• Salary up to £30,000 (depending on experience)
• 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.