Private client service specialist Work, Jobs in Cheltenham, Eng (with Salaries)

Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
Risk & Compliance Manager (FCA)
Automotive Compliance Ltd —Gloucester
- £37,500 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Life insurance
Quick apply
12d
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
Internal Sales Manager
PACE Networks —Cirencester
- £40,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Profit sharing
Quick apply
3d
Insurance Specialist
PoloWorks —Cheltenham
- £30,000 - £35,000 a year
- Hybrid work
- English
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Gardener Assistant
Elements Trees & Gardens Ltd —Broadway
- £115 a day
- Full-time
- Customer service
- Maintenance
- Hand tools
Quick apply
Part Time Control Room Operator
Amba Defence Global —Moreton-In-Marsh
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
12d
Gardener
Elements Trees & Gardens Ltd —Broadway
- £130 a day
- Full-time
- Customer service
- Maintenance
- Hand tools
Quick apply
11d
Renewable Energy Heating/Solar/BESS Surveyor/Designer.
Redbridge and Sons Property Services Ltd —Gloucester
- £29,000 - £37,500 a year
- Overtime
- Customer service
- Presentation skills
- Plumbing
- Free parking
- Employee discount
Quick apply
12d
Resourcing Partner
Compco Fire Systems —Worcester
- Management
- Continuous improvement
- Organisational skills
- Free parking
Quick apply
4d
Instructor - Fire Service College
Capita —Moreton-In-Marsh
- Up to £38,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Employee discount
Senior Insurance Specialist
PoloWorks —Cheltenham
- £27,300 - £30,000 a year
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
AI Governance Specialist
St. James's Place —Cirencester
- Full-time
- Hybrid work
- Management
- Driving
- IT
- Annual leave
12d
Threat Hunting and Detection Engineering Analyst - Cheltenham
Accenture —Cheltenham
- Full-time
Product Manager
Ripjar —Cheltenham
- Remote
- Product management
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Partner (Media & entertainment)
HCR —Worcester
- Annual leave
- Gym membership
HR Shared Services Specialist
Compco Fire Systems —Worcester
- Monday to Friday
- Management
- Human resources
- Organisational skills
- Free parking
Quick apply
12d
Exploit Developer
CoreTech Security Services —Cheltenham
- Full-time
- C++
- Presentation skills
- Linux
Systems Engineer Specialist
DAINTTA —Cheltenham
- £45,000 - £83,000 a year
- Full-time
- No degree
- Computer networking
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Project Manager
CoreTech Security Services —Cheltenham
- Full-time
- Project management
- Agile

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private client service specialist jobs near cheltenham, eng

Private Client Service Specialist

St. James's Place -
Cirencester

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Job details

Permanent | Apprenticeship

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 service specialist jobs in cheltenham, eng

Private Client Service Specialist

Risk & Compliance Manager (FCA)

Private Client Consultant

Internal Sales Manager

Insurance Specialist

Gardener Assistant

Part Time Control Room Operator

Gardener

Renewable Energy Heating/Solar/BESS Surveyor/Designer.

Resourcing Partner

Instructor - Fire Service College

Senior Insurance Specialist

AI Governance Specialist

Threat Hunting and Detection Engineering Analyst - Cheltenham

Product Manager

Partner (Media & entertainment)

HR Shared Services Specialist

Exploit Developer

Systems Engineer Specialist

Senior Project Manager

I want to receive the latest job alerts for private client service specialist in cheltenham, eng

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