Client Relationship Manager (SJP)

Ellis James Partners Limited; Cheltenham; On-site; GBP 28,000 - 35,000; Full time

Benefits offered by this job

30 days holiday

Annual bonus

Study support

Pension scheme

Sick pay

Bupa

Birthday day off

Team events

Referral commission

Charity foundation

Career progression

Job summary

Ellis James Partners Limited in Cheltenham is seeking a dedicated SJP Client Relationship Manager to support a busy client base and work closely with Advisers and the wider team.

This role covers handling client enquiries and applications, maintaining accurate records, coordinating reviews, and assisting with adviser administration to keep processes running smoothly. A strong client service focus and excellent organisation are essential.

Qualifications

• St James's Place experience is essential.
• Excellent client service and administration skills.
• Ability to manage multiple priorities in a busy environment.

Responsibilities

• Act as a key client contact, delivering responsive service.
• Manage client cases and support applications end-to-end.
• Coordinate with providers and third parties to keep processes moving.
• Maintain accurate client records and internal systems.
• Support Advisers with administration and meeting preparation.
• Assist in coordinating client reviews and follow-ups.
• Work with Head of Client Relations to improve processes.
• Support the office with day-to-day administration.

Skills

Client relationship

High organisation

Attention to detail

Strong communicator

Team player

Job description

SJP Client Relationship Manager

Cheltenham
£28,000-£35,000 + Bonus
30 Days Holiday + Bank Holidays Study Support Bonus Scheme

An opportunity to join an established and growing St. James's Place Practice in Cheltenham, supporting a busy client base and working closely with Advisers and the wider team.

This is a varied, client-focused role where you'll be involved in everything from managing client enquiries and applications through to helping keep the review process running smoothly.

What you'll be doing

• Acting as a key point of contact for clients, providing a professional and responsive service
• Managing client cases and supporting applications from start to finish
• Liaising with providers and third parties to keep things moving
• Keeping client records and internal systems accurate and up to date
• Supporting Advisers with client administration, meeting preparation and follow-up
• Helping coordinate client reviews and ensuring actions are followed through
• Working closely with the Head of Client Relations to improve processes and procedures
• Supporting the wider office with day-to-day administration where required

About you Previous St. James's Place experience is essential.

We're looking for someone who is:

• Confident dealing with clients and comfortable being a key point of contact
• Highly organised with excellent attention to detail
• Experienced in client administration within an SJP Practice
• Comfortable managing multiple priorities in a busy environment
• Proactive, reliable and willing to take ownership
• A strong communicator who enjoys working as part of a close-knit team

What you'll get

you’ll be joining a well-established Practice with three offices and ambitious plans for continued growth.

Alongside a competitive salary and bonus scheme, you’ll have access to:

• 30 days holiday + bank holidays and Christmas shutdown
• Annual bonus scheme
• Study support and funding for professional qualifications
• Pension scheme and sick pay
• Bupa Employee Assistance Programme
• Birthday day off
• Regular team and company events
• Referral commission
• Opportunities to support the firm's Charity Foundation
• Clear opportunities for career progression