Client Support Specialist (SJP)
other jobs Ellis James Partners Limited Job
Added before 4 Days
- England,East of England,Essex,Braintree
- Full Time, Permanent
- £25,000 - £30,000 per annum
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.
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.
Job number 3656277
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