Client Relationship Manager (SJP)

Client Relationship Manager (SJP)

Full-Time 40000 - 40000 £ / year (est.) No working from home possible
Ellis James Partners Limited

At a Glance

  • Tasks: Manage client interactions and support the operational flow of a busy financial planning office.
  • Company: Join one of the UK's leading St. James's Place Practices.
  • Benefits: Enjoy a competitive salary, enhanced holiday, and a generous bonus scheme.
  • Other info: Dynamic role with opportunities for growth in a thriving business.
  • Why this job: Be a key point of contact and make a real impact in a people-first environment.
  • Qualifications: Experience in client support and strong communication skills are essential.

The predicted salary is between 40000 - 40000 £ per year.

SJP Client Relationship Manager Bristol £25,000 - £32,500 Enhanced Holiday Generous Bonus Scheme The role This is an opportunity to join one of the UK's leading St.

James's Place Practices in a role that's central to the day-to-day running of a busy and growing financial planning business.

If you're already working within an SJP environment, this will feel familiar from day one - but with more ownership of the front-of-house client experience and a genuinely central position within a growing office.

This role sits at the intersection of reception, client support and PSS administration.

You'll be trusted as a key point of contact for clients, advisers and visiting partners, while also supporting the operational flow of the business.

It's a busy, people-first role where you're never far from live client activity.

What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support.

That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates.

You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day.

About...

Ellis James Partners Limited

Contact Details:

Ellis James Partners Limited Recruitment Team

We think you need these skills to ace Client Relationship Manager (SJP)

Client Interaction
Coordination Skills
Operational Support
Reception Management
Meeting Preparation
Communication Skills
Client Administration