Finance Practice Administrator - Client & CRM Support in Bury St Edmunds

Finance Practice Administrator - Client & CRM Support in Bury St Edmunds

Bury St Edmunds Full-Time No working from home possible
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St. James's Place Wealth Management is seeking an Administrator to join a busy office in Risby, near Bury St Edmunds. This full-time role (part-time considered) offers a competitive salary plus benefits and a chance to support advisors and clients in a fast-paced environment.

You will handle enquiries, manage client records, support new business submissions, and maintain CRM data while liaising with internal teams to ensure compliant processes and timely service.

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Finance Practice Administrator - Client & CRM Support in Bury St Edmunds employer: St. James's Place Wealth Management

Join a highly respected St. Jamesโ€™s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.

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Contact Details:

St. James's Place Wealth Management Recruitment Team

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