Client Relationship Manager (SJP)

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

Benefits offered by this job

30 days holiday + bank holidays

Annual bonus scheme

Study support

Pension scheme

Bupa Employee Assistance Programme

Birthday day off

Regular team events

Referral commission

Charity Foundation support

Career progression

Job summary

St. James’s Place Practice in Cheltenham is seeking a Client Relationship Manager to support a busy client base in a growing practice. You will act as a main point of contact for clients, manage cases from start to finish, and coordinate with advisers and third parties to keep processes moving.

The role focuses on client administration, reviews, and maintaining accurate records while supporting a close-knit team in a busy office environment.

Qualifications

• Previous St. James’s Place experience is essential.
• Ability to manage multiple priorities in a busy environment.
• Strong communication and teamwork skills.

Responsibilities

• Act 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.
• Maintaining accurate client records and internal systems.
• Supporting Advisers with client administration, meeting preparation and follow-up.
• Coordinate client reviews and ensure actions are followed through.
• Assist Head of Client Relations to improve processes and procedures.
• Support the wider office with day-to-day administration as required.

Skills

Client relationship management

Attention to detail

Organisation

Communication skills

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