Full job descriptionDynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards.

Key Responsibilities*Arrange and manage annual review and client meetings
*Prepare meeting packs and complete AML/ID checks
*Process new business, replacements, fund switches, and encashments
*Support adviser and client requests in a timely manner
*Ensure all work meets compliance and internal process standards
*Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow
*Complete drawdown reviews and associated documentation
About You*Experience in financial services administration is desirable
*Highly organised with strong attention to detail
*Confident communicator with a client-focused approach
*Strong IT skills
*Able to work independently and as part of a team
*Professional, reliable, and adaptable

Permanent, Full-time (Office Based)
£24,500 – £30,000 (DOE)

For more information please apply or contact Tegan at Dynamite Recruitment