At a Glance
- Tasks: Deliver high-quality client services and support financial advisers in a growing team.
- Company: Reputable wealth management practice with a focus on growth and development.
- Benefits: Competitive salary, discretionary bonus, and clear progression pathway into management.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact while advancing your career.
- Qualifications: Experience in client services administration and strong mentorship skills.
The predicted salary is between 35000 - 35000 £ per year.
Senior Client Services Administrator SJP Practice | Dartford – office based | £35,000 + discretionary bonus A highly regarded St.
James's Place wealth management practice near Dartford is looking for an experienced Senior Client Services Administrator to join its team.
The practice is currently growing, and this newly created role offers a genuine, built-in pathway into management as the team expands.
The Role You will act as senior support within the administration team, delivering high-quality client servicing and adviser support while helping to guide and develop less experienced colleagues.
This position offers variety, responsibility and a clearly defined route to progression.
Key Responsibilities
- Delivering accurate, high-quality client services administration across the practice
- Providing day-to-day administrative support to the practice's financial advisers
- Supporting client review cycles from preparation through to completion
- Processing new business submissions and ongoing client servicing requests
- Updating and maintaining client records, including CFR
- Acting as a senior point of support and mentorship for the wider admin team
- Helping to maintain service standards through a period of significant growth
- Supporting the smooth running of practice processes and systems
- Progressing towards a managerial position as the tea...
