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.