At a Glance
- Tasks: Manage client relationships and support applications from start to finish.
- Company: Join a growing St. James’s Place Practice in Cheltenham.
- Benefits: Enjoy 30 days holiday, bonuses, study support, and career progression.
- Other info: Dynamic environment with regular team events and opportunities to support charity.
- Why this job: Be a key contact for clients and make a real impact in a supportive team.
- Qualifications: Experience in client administration within an SJP Practice is essential.
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.
- 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:
- 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
Ellis James Partners is a specialist recruitment business focused on Financial Planning and Wealth Management. We work with Financial Advisers, Financial Planners, Paraplanners and support professionals across the UK, partnering with independent firms, wealth managers and St. James’s Place Practices.
If you’re looking for your next move within Financial Planning, we’d be happy to have a conversation.
Client Relationship Manager (SJP) in Montpellier employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an excellent employer, offering a supportive and ambitious work culture in Staffordshire. With competitive salaries, flexible hybrid working options, and opportunities for personal growth through client relationship management, employees can thrive while building a rewarding career in financial advising.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (SJP) in Montpellier
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ellis James Partners Ltd. You never know who might be your next boss or a crucial contact!
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We think you need these skills to ace Client Relationship Manager (SJP) in Montpellier
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ellis James Partners Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
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How to prepare for a job interview at Ellis James Partners Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ellis James Partners Ltd.
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✨Connect with Company Goals
Familiarise yourself with Ellis James Partners Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
