Swindon
Client Service Specialist
Location: Swindon (Hybrid after probation)
Salary: £25,000 – £27,000 + benefits
Hours: 35.5 hours per week (Mon–Thu 8:30–5, Fri 8:30–3)
Contract: Full-time, permanent
About the Firm
A well-established and growing wealth management firm in Swindon is looking for a proactive Client Service Specialist to join its friendly, close-knit team. The business has a family-oriented culture and prides itself on delivering exceptional service to a loyal client base.
The Role
This role provides high-level technical and administrative support to Advisers, ensuring clients receive an exceptional experience from start to finish.
You’ll prepare meeting packs, manage documentation, handle business submissions, and assist with a variety of client-related processes. The position requires excellent attention to detail, strong organisational skills, and the ability to manage multiple priorities within a busy professional environment.
Key Responsibilities
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Prepare and organise client meeting packs and documentation.
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Manage business submissions and ensure all records are accurate and compliant.
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Maintain and update client information in Salesforce and internal systems.
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Liaise with clients to provide updates and resolve queries.
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Support Advisers and the wider team with administrative and technical tasks.
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Contribute to continuous process improvements and team support.
About You
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Strong administrative and organisational skills.
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Excellent attention to detail and accuracy.
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Confident communicator, professional and approachable.
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Financial services experience helpful but not essential – full training provided.
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Proactive team player who thrives in a collaborative environment.
Benefits
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Hybrid working after 6-month office-based training (Mon–Wed office, Thu–Fri home).
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35.5-hour week with early finish Fridays.
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25 days holiday plus bank holidays (option to buy/sell).
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Company pension scheme.
- Birthday vouchers, Christmas gifts & regular social events!
Join a team that values professionalism, collaboration, and genuine client care – apply today and take the next step in your career. Alternatively, get in touch to arrange a confidential chat about other similar opportunities in wealth management and financial services.