IFA Administrator
£24,000 - £30,000
Wimborne | Office based (hybrid considered)

A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne.

This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want!

This role supports 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 advisers, paraplanners and providers
*Ensuring SLAs and compliance standards are met

About You*Financial services / IFA administration 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 wealth management 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 industry within a supportive, well-run practice.