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Client Support Specialist (SJP)

Job Posted: 16 days ago

Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Braintree

Expire in: 12 days

Job Description

Client Support Specialist
 Braintree 
 £25,000-£30,000
  
 This is an opportunity to join an established wealth management practice, offering a clear pathway to complete professional qualifications and progress into paraplanning and, longer term, advisory roles.
  
 You'll be supporting advisers and clients through the full advice process in a structured and professional environment, gaining exposure across all areas of financial planning.
  
 The Role
 You'll play a key part in supporting the day-to-day running of the office, ensuring advisers are fully prepared and clients receive a smooth, well-managed experience throughout the advice process.
  
 Your responsibilities will include:
  
Providing high-quality administrative and technical support to advisers 
Preparing client files, meeting packs, illustrations, and compliance documentation 
Processing new business accurately and ensuring all cases are fully documented 
Progressing applications with providers, clients, and third parties 
Handling client and third-party queries professionally via phone and email 
Booking client appointments and supporting adviser workflows 
Maintaining accurate records across CRM systems (including Salesforce) 
Supporting with Letters of Authority and case progression   
 What You'll Need
  
Previous experience in an administrative or client support role (financial services preferred) 
Strong organisational skills and ability to manage multiple tasks 
High attention to detail and accuracy 
Confident communication skills, both written and verbal 
Experience with CRM systems (Salesforce desirable) 
Good working knowledge of Microsoft Office   
 Development & Progression
 This role offers a clear pathway for someone looking to build a long-term career in financial planning.
 You'll be supported in working towards professional qualifications, with the opportunity to develop into paraplanning and advisory.
  
 The Environment
 You'll be joining a collaborative and professional team where:
  
Client service is a genuine priority 
Processes are structured and compliant 
Teamwork and communication are valued 
You'll gain exposure to the full client journey   
 Why consider this role?
  
 If you're currently in a support role and looking to build a long-term career within financial planning, this offers a structured environment with clear progression and genuine development opportunities

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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