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.
- 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.
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.
- 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
- 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.
