Private Client Service Specialist

At a glance:

Location:

Cirencester Office

Workplace Type:
Hybrid

Employment Type:

Permanent

Seniority:
Associate

The Private Client Service Specialist supports Partners working with high‑value clients by coordinating tailored advice proposals, ensuring smooth implementation of recommendations, and providing ongoing after‑care and day‑to‑day support. The role maintains the Private Client service proposition, supports retention of Funds Under Management, and collaborates 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 implement corrective measures, prevent re‑occurrence, and maintain a high standard of accuracy, compliance, and client satisfaction.
• Consistently monitoring 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 promoting the divisional values of energy, teamwork and openness in day‑to‑day work.
• Supporting and training the Service Delivery Support team, Private Client Assistants, and Apprentice on their responsibilities, without direct line management.

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 a CII Diploma in Regulated Financial Planning.
• Experience supporting high‑net‑worth or private client services.
• Experience mentoring or supporting junior team members.

We reward you for the work you do through a discretionary annual bonus scheme that reflects both personal and company performance. You also receive a competitive annual leave allowance (28 days plus bank holidays, with an option to purchase an additional 5 days) and access to an online rewards platform with a variety of discounts.

Additional benefits include:

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

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 .

As a business regulated by the FCA, we advise applicants to familiarise themselves with conduct regulations and consumer duty obligations prior to an interview with SJP.