Client Support Specialist (SJP)

Client Support Specialist Braintree £25,000-£30,000   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