Private client Work, Jobs in Tewkesbury, Gls (with Salaries)

Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
3d
Telesales Agent (office based) Full Time
Insured Health —Gloucester Quays
- £25,000 - £40,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
Quick apply
4d
Project Delivery Lead - NatSec
CloudSecure Ltd —Cheltenham
- £50,000 - £76,000 a year
- Full-time
- Project management
- Organisational skills
- Software development
- Annual leave
Quick apply
Private Client Fee Earner
Paytons Solicitors LLP —Malvern
- From £45,000 a year
- Full-time
- Hybrid work
- Communication skills
- Free parking
Quick apply
Insurance Consultant – Private Medical Insurance - £25k –£30k basic + uncapped commission OTE £60k+
The Private Healthcare Company —Cheltenham
- £25,000 - £30,000 a year
- Full-time
- Sales
- Financial services
- In-person
Quick apply
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
6d
Lead Swimming Teacher
Swim Now - Tewkesbury —Tewkesbury
- From £20 an hour
- First Aid Certification
- In-person
- Teaching
- Free parking
- Annual leave
Quick apply
3d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
COTSWOLDS + travel: Fixed term, Temporary, **top** Rota Nanny
Nannies of St James —Cotswolds
- £70,000 - £85,000 a year
- Full-time
- English
- Travel
10d
Private Client Consultancy Manager
St. James's Place —Cirencester
- Sales
- IT
- Leadership
- Annual leave
7d
Business Development Manager (BDM)
ASGuk (systems) limited —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Profit sharing
Quick apply
6d
Venue Sourcing Executive
Top Banana —Alcester
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Organisational skills
- Health & wellbeing programme
- Life insurance
Quick apply
Private Client Corporate Consultancy Lead
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave
7d
Customer Account Manager
Furndeco Limited —Gloucester
- £28,000 - £32,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Aesthetic Practitioner
Optical Express Group —Cheltenham
- Part-time
- Sales
- Customer service
- Annual leave
- Employee discount
Debt Collection Agent
Automoney Trust Limited —Redditch
- £26,000 - £30,000 a year
- Full-time
- Customer service
- English
- Data entry
- Life insurance
Quick apply
5d
Finance & Office Coordinator (Hybrid Role)
GRANITE Strategic Advisors Ltd —Hereford
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
6d
Senior Property Sales Advisor
Bupa —Evesham
- £33,000 a year
- Full-time
- Employee discount
- Gym membership
Quick apply
Compliance Analyst (Client Outcomes)
Attivo Group —Cheltenham
- £32,500 a year
- Full-time
- Hybrid work
- Customer service
- Maths
- Continuous improvement
Quick apply
7d
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply

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Private Client Service Specialist

St. James's Place -
Cirencester

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Job details

Permanent | Apprenticeship
3 days ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial planning
Mentoring
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Associate

The Private Client team supports Partners working with high‑value clients, helping to engage and support them throughout the advice journey. The team plays a key role in constructing tailored advice proposals and works closely with the service team to ensure all recommendations are implemented smoothly. Acting as the link between the administration centre and Partners, the team also provides ongoing aftercare and day‑to‑day support. The approach is highly collaborative, adaptable and flexible, responding to the needs of Partners as they evolve.

The Private Client Service Specialist is responsible for managing the onboarding of new and existing investments for Private Clients and ensuring the consistent delivery of the Private Client service proposition. The role plays a key part in supporting retention of Funds Under Management and ensuring good client outcomes. The position requires a strong understanding of the SJP product range, solid technical knowledge, and effective collaboration with internal and external administration centres.

What you'll be doing:

Coordinating and supporting the end‑to‑end onboarding process for new and existing Private Client business, ensuring tasks are completed accurately and on time.
Supporting the delivery of the Private Client service proposition to Partners and clients, maintaining a reliable and positive service experience.
Proactively identifying errors, discrepancies, and service issues within client accounts and documentation, investigating root causes and taking prompt, effective action to resolve them.
Working collaboratively with internal teams and stakeholders to ensure corrective measures are implemented, prevent re‑occurrence, and maintain a high standard of accuracy, compliance, and client satisfaction.
Consistently monitor workflows and processes to highlight risks, recommend improvements, and ensure a seamless, reliable service experience for private clients.
Building and maintaining effective working relationships with internal teams and external administration centres to support smooth operations.
Communicating with all relevant stakeholders promptly and professionally, ensuring clear updates and collaborative working.
Demonstrating and promote the divisional values of energy, teamwork and openness in day‑to‑day work.
Whilst the job holder has no direct line management; they will need to support and train the Service Delivery Support and the Private Client Assistants and Apprentice with their responsibilities.

Who we’re looking for:

We are looking for a detail-oriented Private Client Service Specialist with strong operational and technical knowledge to manage complex onboarding and deliver a seamless, high-quality service experience for high-net-worth clients.

Essential criteria

Experience in financial services with strong knowledge of client onboarding and administration processes
High attention to detail with the ability to identify, investigate, and resolve errors effectively
Strong organisational skills with the ability to manage multiple workflows and meet deadlines
Effective communication and stakeholder management skills across internal teams and external providers
Solid understanding of financial services products and a commitment to developing technical expertise
Proactive, solutions-focused approach with a strong client-first mindset and ability to improve processes

Desirable criteria

Working towards CII Diploma in Regulated Financial Planning
Experience supporting high-net-worth or private client clients/services
Experience mentoring or supporting junior team members

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:

Competitive parental leave (26 weeks full pay)
Private medical insurance (optional taxable benefit)
10% non-contributory pension (increasing with length of service)

Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

Apply Now

Refine Your Search

private client jobs in tewkesbury, gls

Private Client Service Specialist

Telesales Agent (office based) Full Time

Project Delivery Lead - NatSec

Private Client Fee Earner

Insurance Consultant – Private Medical Insurance - £25k –£30k basic + uncapped commission OTE £60k+

Private Client Consultant

Lead Swimming Teacher

Private Wealth Administrator

COTSWOLDS + travel: Fixed term, Temporary, top Rota Nanny

Private Client Consultancy Manager

Business Development Manager (BDM)

Venue Sourcing Executive

Private Client Corporate Consultancy Lead

Customer Account Manager

Aesthetic Practitioner

Debt Collection Agent

Finance & Office Coordinator (Hybrid Role)

Senior Property Sales Advisor

Compliance Analyst (Client Outcomes)

Call Listening Administrator

I want to receive the latest job alerts for private client in tewkesbury, gls

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