At a Glance
- Tasks: Manage client interactions and support operations in a busy financial planning office.
- Company: Join a leading St. James's Place Practice in Bristol.
- Benefits: Generous salary, bonus scheme, 30 days holiday, and study support.
- Other info: Dynamic team culture with clear career growth opportunities.
- Why this job: Step into a central role with ownership and visibility in client experience.
- Qualifications: Previous SJP experience and strong client administration skills required.
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 you:
- Previous St. James's Place (SJP) experience is essential
- Strong understanding of client administration processes within an SJP practice
- Confident communicator with a professional, client-facing approach
- Highly organised with strong attention to detail
- Comfortable working in a fast-paced, multi-priority environment
- Proactive and reliable - someone who takes ownership rather than waiting to be asked
What this role offers
With 3 company offices in total, this is an opportunity to join a respected SJP Practice at an important stage of its Bristol growth.
You’ll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment.
Additional benefits include:
- Annual bonus scheme.
- Referral commission for introducing friends and family.
- 30 days holiday plus bank holidays and Christmas shut down.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- BUPA Employee Assistance Program
- Birthday day off and regular company events.
- Opportunities to contribute to the firm’s Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
Why this move
For someone already working in an SJP admin or client support role, this is a chance to step into a more visible, front-of-house position where you become central to the client experience and day-to-day rhythm of the office.
It’s familiar - but with more ownership, more visibility, and a clear route to grow within a respected and expanding practice.
Client Relationship Manager (SJP) in Bristol employer: Ellis James Partners Ltd
Join a leading St. James's Place Practice in Bristol as a Client Relationship Manager, where you'll thrive in a dynamic, people-first environment that prioritises client experience and professional growth. With generous benefits including enhanced holiday, a bonus scheme, and study support for industry qualifications, you'll be part of a supportive team that values your contributions and offers clear pathways for career advancement. This role not only allows you to take ownership of the client experience but also positions you at the heart of a growing office, making it an excellent opportunity for those looking to elevate their career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (SJP) in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager (SJP) in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
