Hybrid Wealth Client Support Specialist

Skybound Wealth Management Limited; Bournemouth; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Bournemouth is seeking a Client Support Administrator to manage client inquiries and support advisers. The role focuses on ensuring operational efficiency and maintaining case momentum. Candidates should have experience in financial services administration, strong organizational skills, and excellent communication abilities. This position offers the opportunity to be part of a growing team in a supportive environment.

Benefits

Support for career development

Collaborative culture

Exposure to complex client work

Qualifications

• Experience in a financial services administration role is preferred.
• Confidence managing multiple cases and competing priorities.
• Comfortable working with systems and structured processes.

Responsibilities

• Manage the UK Client Services mailbox handling inquiries.
• Process new business applications and maintain case momentum.
• Support preparation and issuance of suitability reports.

Skills

Strong organisational skills

Attention to detail

Professional communication skills

Experience in financial services administration

Job description

A financial advisory firm in Bournemouth is seeking a Client Support Administrator to manage client inquiries and support advisers. The role focuses on ensuring operational efficiency and maintaining case momentum. Candidates should have experience in financial services administration, strong organizational skills, and excellent communication abilities. This position offers the opportunity to be part of a growing team in a supportive environment.