Technical Administrator
£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...