At a Glance
- Tasks: Deliver exceptional client services and support Financial Advisers in a dynamic environment.
- Company: Join a respected St. James’s Place Wealth Management practice in London.
- Benefits: Competitive salary, hybrid work, study support, and generous annual leave.
- Other info: Supportive team culture with excellent long-term growth opportunities.
- Why this job: Kickstart your career with clear progression into Paraplanning or Financial Advice.
- Qualifications: Experience in financial services administration and strong communication skills required.
The predicted salary is between 29250 - 35750 £ per year.
Are you an experienced St.
James’s Place Client Services Administrator looking for a role where you can develop your career, gain professional qualifications, and progress within a growing wealth management practice?
A highly respected St.
James’s Place Wealth Management practice in London is expanding and is looking to appoint an experienced Client Services Administrator to join its supportive and collaborative team.
This newly created role offers genuine long-term career opportunities, with clear progression into Paraplanning, Practice Management, or Financial Advice.
The Role
Working closely with Financial Advisers and the wider administration team, you’ll play a key role in delivering an exceptional client experience while ensuring the smooth day-to-day running of the practice.
Your responsibilities will include
- Providing high-quality client services and administrative support to Financial Advisers.
- Preparing suitability letters and supporting client recommendations.
- Coordinating client review meetings from preparation through to completion.
- Processing new business applications and ongoing servicing requests.
- Maintaining accurate client records
- Liaising with clients, providers and advisers to ensure efficient case progression.
- Supporting and sharing knowledge with less experienced members of the team.
- Helping to maintain efficient internal processes and service standards.
About You
To be successful in this role, you’ll have
- Previous experience working within a St. James’s Place practice (essential).
- A minimum of 12-18 months’ experience in a financial services administration role.
- Experience using Salesforce and/or i Business.
- Excellent organisational skills and strong attention to detail.
- The ability to prioritise a varied workload in a busy environment.
- Excellent communication and client service skills.
- RO qualifications are not essential, as full study support will be provided.
What’s on Offer?
- Hybrid working pattern
- Discretionary annual bonus.
- 25 days’ annual leave plus bank holidays.
- Additional time off over the Christmas period.
- Full study support towards Level 4 Diploma (RO qualifications).
- Clear, structured career progression.
- A supportive, friendly and growing practice with excellent long-term opportunities.
If you’re looking for your next step within St. James’s Place and want to join a business that genuinely invests in its people, we’d love to hear from you
SJP Client Services Administrator (Hybrid) in London employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
