💼 Full-Time Position

Client Support Specialist

🏢
Heat Recruitment
📍 Wimborne, England, United Kingdom
📍
Location
Wimborne, United Kingdom
📅
Posted
June 05, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

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...