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- Tasks: Support advisers and clients through the financial advice process in a structured environment.
- Company: Established wealth management practice focused on client service and teamwork.
- Benefits: Competitive salary, professional qualifications support, and clear career progression.
- Other info: Collaborative team environment with exposure to the full client journey.
- Why this job: Build a long-term career in financial planning with genuine development opportunities.
- Qualifications: Experience in administrative or client support roles, strong organisational skills, and attention to detail.
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 will 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 will 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 Will 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 will be supported in working towards professional qualifications, with the opportunity to develop into paraplanning and advisory.
The Environment
You will 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 will gain exposure to the full client journey
Why consider this role?
If you are 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.
Client Support Specialist (SJP) employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Specialist (SJP)
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in client support roles. Attend events or webinars, and don’t be shy about asking for informational interviews – it’s a great way to learn and make connections.
✨Tip Number 2
Prepare for your interviews by researching the company and understanding their values. Be ready to discuss how your skills align with their needs, especially around client service and administrative support. We want to see your passion for helping clients!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed multiple tasks or projects successfully. This will demonstrate that you can handle the day-to-day running of the office smoothly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Client Support Specialist (SJP)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles in client support or administration, especially in financial services, to show us you’re a great fit for the Client Support Specialist position.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how your background aligns with our needs. Be specific about your organisational skills and attention to detail, as these are key for supporting advisers and clients effectively.
Showcase Your Communication Skills: Since you'll be handling client queries and supporting adviser workflows, it’s important to demonstrate your confident communication skills. Use clear and professional language in your application to give us a taste of how you’ll interact with clients and colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and you’ll have access to all the latest updates about the role and our company culture.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you understand the basics of financial planning and the role of a Client Support Specialist. Brush up on key terms and processes, especially those related to client support and administration. This will help you answer questions confidently and show that you're genuinely interested in the field.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Practice Your Communication
As you'll be handling client queries and supporting advisers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to refine your verbal communication skills and get comfortable with common interview questions.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems like Salesforce, be prepared to discuss it. If not, do a bit of research on how these systems work and their importance in client management. Showing that you're proactive about learning can really impress the interviewers.