The Opportunity

We’re recruiting for an organised and customer-focused Client Support Administrator to join a well-established and growing financial services business in Wimborne.

This is a fantastic opportunity for someone with strong administration skills who enjoys working in a fast-paced, client-focused environment. You’ll play a key role in supporting Financial Advisers and ensuring clients receive a smooth and professional service throughout their journey.

The successful candidate will be joining a collaborative and supportive team with excellent long-term career prospects and ongoing professional development opportunities.

Key Responsibilities

Client & Adviser Support

• Arrange and coordinate annual review appointments with clients
• Book follow-up and ad-hoc meetings where required
• Prepare client meeting documentation and review packs
• Support advisers with day-to-day administration
• Ensure all client interactions are handled professionally and efficiently
• Maintain excellent communication with clients and internal teams

Business Processing & Administration

• Process new business applications and investment cases
• Prepare and manage supporting documentation
• Assist with fund switches, encashments, and drawdown administration
• Ensure accurate and timely completion of administrative tasks
• Maintain up-to-date client records within CRM systems
• Liaise with providers and external administration teams where required

Compliance & Quality

• Complete AML and ID verification checks
• Ensure all work is completed in line with compliance and GDPR requirements
• Maintain accurate records and documentation
• Follow internal processes and service standards at all times

About You

The ideal candidate will have:

• Previous administration experience, ideally within financial services or a professional services environment
• Strong organisational skills and attention to detail
• Excellent communication and customer service skills
• The ability to prioritise workload and work to deadlines
• Confidence using CRM systems and Microsoft Office
• A proactive and team-focused approach

Experience supporting Financial Advisers, Wealth Management teams, or working within pensions/investments would be highly advantageous, although not essential.

Additional Information

• Office-based role in Wimborne
• Occasional travel may be required for meetings or events
• Full training and ongoing support provided