Financial Services Administrator - Client & CRM Specialist

Financial Services Administrator - Client & CRM Specialist

Full-Time No working from home possible
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St. James's Place Wealth Management is seeking an Administrator in Risby, near Bury St Edmunds. This full-time role supports a busy office with varied duties, including managing client databases, submitting new business, and coordinating communications.

Training and development are offered within a collaborative team environment. The role emphasizes strong customer service, attention to detail, and the ability to handle confidential information with discretion.

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Financial Services Administrator - Client & CRM Specialist 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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