Retention specialist Work, Jobs in Calne, Wil (with Salaries)

Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
2d
Member Management and Development Specialist
Health Research Authority —Bristol
- £49,387 - £56,515 a year
- Full-time
- Remote
10d
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
IAG and Progression Coach
Partners in Bristol —Bristol
- £27,000 - £29,000 a year
- Full-time
- Working with children
- Mentoring
- IT
- Free parking
Quick apply
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
5d
Deputy Head - Land-Based
Wiltshire College & University Centre —Chippenham
- £42,511 - £44,419 a year
- Full-time
- Engineering
- University
- Leadership
- Annual leave
- Employee assistance programme
5d
Account Manager
Woods Valldata —Chippenham
- Full-time
- CRM software
- Microsoft Excel
- Sales
Quick apply
Sales Support Executive
Usay Compare —Cirencester
- Sales
- Communication skills
- Annual leave
- Sick pay
Quick apply
Machine Learning Engineer (KTP Associate)
University of Bath —Bath
- £43,000 - £51,000 a year
- Full-time
- Hybrid work
- Project management
- University
- Machine learning
- Employee discount
Course Leader - Live Sound and Event Management
dBs Music —Bristol
- £38,000 - £42,000 a year
- Part-time
- Google Suite
- Data analysis skills
- Administrative experience
Quick apply
8d
Course Leader - Performance, Songwriting & Vocals
dBs Music —Bristol
- £38,000 - £42,000 a year
- Part-time
- Data analysis skills
- Leadership
- Communication skills
Quick apply
8d
HR Advisor (L&D & Early Careers)
Atlas Copco Group —Bristol
- Hybrid work
- Human resources
- In-person
- Communication skills
Sales and Commercial Manager
Cotswold Ingredients —Wotton-under-Edge
- Full-time
- CRM software
- Management
- Sales
Quick apply
Data & Privacy Risk Specialist Manager
Lloyds Banking Group —Bristol
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- SQL
- AI
- Communication skills
Recruitment Consultant – City of London Legal Division
JMC Legal Careers —Bristol
- £35,000 - £55,000 a year
- Hybrid work
- Sales
- Business development
- Communication skills
Marketing Automation Manager
Ecotricity —Stroud
- Full-time
- Hybrid work
- Social media management
- Customer service
- SQL
- Employee discount
- Referral programme
Quick apply
10d
Main Grade Lecturer - Maths (GCSE and Functional Skills)
Barnet and Southgate College —Boreham
- £35,849 - £47,299 a year
- Full-time
- English
- Plumbing
- Construction
- Annual leave
- Employee discount
11d
People Business Partner
Pax8 Global —Bristol
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Leadership
- Free parking
Commercial Account Handler
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Insurance Consultant
Jensten Group —Swindon
- Sales
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply

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Private Client Service Specialist

St. James's Place -
Cirencester

Apply Now

Job details

Permanent | Apprenticeship
2 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

retention specialist jobs in calne, wil

Private Client Service Specialist

Member Management and Development Specialist

Reward & People MI Specialist

IAG and Progression Coach

Private Client Consultant

Deputy Head - Land-Based

Account Manager

Sales Support Executive

Machine Learning Engineer (KTP Associate)

Course Leader - Live Sound and Event Management

Course Leader - Performance, Songwriting & Vocals

HR Advisor (L&D & Early Careers)

Sales and Commercial Manager

Data & Privacy Risk Specialist Manager

Recruitment Consultant – City of London Legal Division

Marketing Automation Manager

Main Grade Lecturer - Maths (GCSE and Functional Skills)

People Business Partner

Commercial Account Handler

Insurance Consultant

I want to receive the latest job alerts for retention specialist in calne, wil

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