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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, and clear career progression opportunities.
- 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 client support, strong organisational skills, and confident communication.
The predicted salary is between 25000 - 30000 £ per year.
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.
Client Support Specialist (SJP) in Essex 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) in Essex
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in client support roles. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support and financial services. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or improved processes in previous roles. This will highlight your fit for the Client Support Specialist position.
✨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 about their job search.
We think you need these skills to ace Client Support Specialist (SJP) in Essex
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!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re interested in the Client Support Specialist role. Share specific examples of how your organisational skills and attention to detail have helped you succeed in past positions.
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application is clear and professional. Use proper grammar and structure to demonstrate your confident communication skills right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you understand the role of a Client Support Specialist inside out. Familiarise yourself with the financial planning process and the specific tasks mentioned in the job description, like preparing client files and handling queries. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Skills
Highlight your organisational skills and attention to detail during the interview. Prepare examples from your previous roles where you successfully managed multiple tasks or improved processes. This will demonstrate that you have the right experience and can thrive in a structured environment.
✨Practice Your Communication
Since you'll be dealing with clients and advisers, practice your verbal and written communication skills. Be ready to discuss how you've handled client queries in the past and how you ensure clear communication. This will help you come across as confident and professional.
✨Familiarise Yourself with CRM Systems
If you have experience with Salesforce or similar CRM systems, be prepared to discuss it. If not, do a bit of research on how these systems work and their importance in client support roles. Showing that you're proactive about learning will impress the interviewers.