Finance Practice Administrator - Client & CRM Support

St. James's Place Wealth Management; Bury St Edmunds; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Collaborative working environment

Extend your skills and experience

Joining a motivated team

Job summary

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.

Qualifications

• Previous experience in an administrative or office-support role within Financial Services.
• Excellent customer service skills and the ability to build strong, professional client relationships.
• Excellent attention to detail, with the ability to identify issues, solve problems and think on your feet.
• Strong organisation, time-management and planning skills.
• Good working knowledge of Microsoft Word, Excel and other Microsoft Office applications.
• Ability to handle confidential information with complete discretion.
• A proactive, positive approach and the willingness to learn and develop.

Responsibilities

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business using bespoke software
• Sending out correspondence and requests for information
• Managing the database of clients and diary management for the Advisors
• Preparing and collating key information for clients' annual reviews
• Managing the CRM Database (Salesforce) and keeping all client details up to date
• Liaising with SJP admin teams to ensure all processes are compliant and completed within agreed timescales
• Training can be provided and there is scope within this role to progress and as you develop your knowledge within this exciting and fast paced environment.

Skills

Customer service

Organisation

Communication

Problem solving

Microsoft Word/Excel

Discretion

Tools

Salesforce

Job description

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.