Job Description
Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards.
Key Responsibilities
Arrange and manage annual review and client meetings
Prepare meeting packs and complete AML/ID checks
Process new business, replacements, fund switches, and encashments
Support adviser and client requests in a timely manner
Ensure all work meets compliance and internal process standards
Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow
Complete drawdown reviews and associated documentation About You
Experience in financial services administration is desirable
Highly organised with strong attention to detail
Confident communicator with a client-focused approach
Key Responsibilities
Arrange and manage annual review and client meetings
Prepare meeting packs and complete AML/ID checks
Process new business, replacements, fund switches, and encashments
Support adviser and client requests in a timely manner
Ensure all work meets compliance and internal process standards
Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow
Complete drawdown reviews and associated documentation About You
Experience in financial services administration is desirable
Highly organised with strong attention to detail
Confident communicator with a client-focused approach