Client Services Specialist — Career Growth & Study Support

Anthony Alexandra; Watford; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Discretionary annual bonus

Job summary

St. James’s Place Wealth Management practice near Watford is expanding and seeking an experienced Client Services Administrator to join a collaborative team.

The role offers genuine long-term career opportunities with clear progression into Paraplanning, Practice Management, or Financial Advice. Responsibilities include supporting Financial Advisers, coordinating client meetings, processing applications, maintaining CFR records, and ensuring smooth case progression.

Qualifications

• Experience in financial services administration (minimum 12 months).
• Experience using Salesforce and/or iBusiness.

Responsibilities

• Provide high-quality client services and administrative support to Financial Advisers.
• Coordinate client review meetings from preparation through to completion.
• Process new business applications and servicing requests.
• Maintain accurate client records (CFR updates).
• Liaise with clients, providers, and advisers to progress cases.
• Support and share knowledge with junior team members.
• Help maintain efficient internal processes and service standards.

Skills

Organisational skills

Communication

Client service

Prioritisation

Attention to detail

Education

RO qualifications

Tools

Salesforce

iBusiness

Job description

St. James’s Place Wealth Management practice near Watford is expanding and seeking an experienced Client Services Administrator to join a collaborative team.

The role offers genuine long-term career opportunities with clear progression into Paraplanning, Practice Management, or Financial Advice. Responsibilities include supporting Financial Advisers, coordinating client meetings, processing applications, maintaining CFR records, and ensuring smooth case progression.