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Job Description
Wimborne
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89836Client 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...