Technical Administrator £24,500 - £30,000Wimborne 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.
May 22, 2026
Full time
Technical Administrator £24,500 - £30,000Wimborne 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.
Mortgage Adviser - London Build something of your own, with the safety net of an established firm. Ever thought about going out on your own, but the financial risk held you back?This role offers the best of both worlds: the independence to grow a Mortgage division, with the support of a respected London wealth management firm.You'll start with a 70% income split and a guaranteed income of £3,500-£5,000 per month for at least 6 months while you get established. The Package: Guaranteed income while you get up and running 70/30 split in your favour on all income generated 25% ongoing passive income from wealth referrals Freedom to grow and lead your own team as the division expands Warm leads and introductions from existing clients and introducers A pathway to future capital ownership within the business Why this role is different: This isn't about fitting into someone else's framework.It's about shaping and leading a division of your own - with infrastructure and brand reputation already in place to accelerate your success. What we're looking for: Proven track record as a Mortgage Adviser Confidence working independently Ambition to grow beyond a single adviser role Long-term mindset with the commitment to build something lasting If you've wanted the freedom to run your own business, but with the reassurance of guaranteed income and full backing - this could be your opportunity!
Sep 24, 2025
Full time
Mortgage Adviser - London Build something of your own, with the safety net of an established firm. Ever thought about going out on your own, but the financial risk held you back?This role offers the best of both worlds: the independence to grow a Mortgage division, with the support of a respected London wealth management firm.You'll start with a 70% income split and a guaranteed income of £3,500-£5,000 per month for at least 6 months while you get established. The Package: Guaranteed income while you get up and running 70/30 split in your favour on all income generated 25% ongoing passive income from wealth referrals Freedom to grow and lead your own team as the division expands Warm leads and introductions from existing clients and introducers A pathway to future capital ownership within the business Why this role is different: This isn't about fitting into someone else's framework.It's about shaping and leading a division of your own - with infrastructure and brand reputation already in place to accelerate your success. What we're looking for: Proven track record as a Mortgage Adviser Confidence working independently Ambition to grow beyond a single adviser role Long-term mindset with the commitment to build something lasting If you've wanted the freedom to run your own business, but with the reassurance of guaranteed income and full backing - this could be your opportunity!
