Finance Practice Administrator - Client & CRM Support

Finance Practice Administrator - Client & CRM Support

Full-Time No working from home possible
S

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.

Finance Practice Administrator - Client & CRM Support 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.

S

Contact Details:

St. James's Place Wealth Management Recruitment Team

ยฉ StudySmarter