SJP Client Relationship Manager
Cheltenham
£28,000-£35,000 + Bonus
30 Days Holiday + Bank Holidays Study Support Bonus Scheme
An opportunity to join an established and growing St. James's Place Practice in Cheltenham, supporting a busy client base and working closely with Advisers and the wider team.
This is a varied, client-focused role where you'll be involved in everything from managing client enquiries and applications through to helping keep the review process running smoothly.
What you'll be doing
- Acting as a key point of contact for clients, providing a professional and responsive service
- Managing client cases and supporting applications from start to finish
- Liaising with providers and third parties to keep things moving
- Keeping client records and internal systems accurate and up to date
- Supporting Advisers with client administration, meeting preparation and follow-up
- Helping coordinate client reviews and ensuring actions are followed through
- Working closely with the Head of Client Relations to improve processes and procedures
- Supporting the wider office with day-to-day administration where required
About you Previous St. James's Place experience is essential.
We're looking for someone who is:
- Confident dealing with clients and comfortable being a key point of contact
- Highly organised with excellent attention to detail
- Experienced in client administration within an SJP Practice
- Comfortable managing multiple priorities in a busy environment
- Proactive, reliable and willing to take ownership
- A strong communicator who enjoys working as part of a close-knit team
What you'll get
you’ll be joining a well-established Practice with three offices and ambitious plans for continued growth.
Alongside a competitive salary and bonus scheme, you’ll have access to:
- 30 days holiday + bank holidays and Christmas shutdown
- Annual bonus scheme
- Study support and funding for professional qualifications
- Pension scheme and sick pay
- Bupa Employee Assistance Programme
- Birthday day off
- Regular team and company events
- Referral commission
- Opportunities to support the firm's Charity Foundation
- Clear opportunities for career progression
#J-18808-Ljbffr
Client Relationship Manager (SJP) in Gloucester employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
