Client Relationship Manager (SJP) in Bristol

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.