Technical Administrator

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 SLAs and compliance standards are met

About You

• Financial services / Financial planning experience preferred, but not essential
• Strong organisational skills and high attention to detail
• Professional communication skills
• Comfortable working in a structured, process-driven environment
• Keen to build a long-term career in wealth management

Why Join?

• Established, reputable Financial Planning environment
• Structured training
• Professional, team-based culture
• Exposure to experienced advisers and planners
• Clear progression pathway 
• Long-term career stability

This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.