Senior Practice Support Specialist - Wealth Ops

Financial Divisions; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

St. James's Place Practice in Greater London is seeking an experienced Senior Practice Support Specialist to join its team.

The role delivers exceptional client service while supporting day-to-day operations of a busy financial planning practice. Working closely with the Practice Manager, Partners and Advisers, you will manage client administration, coordinate new business processing, onboarding, and client reviews with a focus on accuracy, efficiency and regulatory compliance across systems

Qualifications

• The successful candidate will have senior administrative or client support experience within a St. James's Place Practice or equivalent.
• Proven ability to manage client files with high accuracy and regulatory compliance.
• Strong organisational, time-management and communication skills.

Responsibilities

• Prepare and submit new business cases, including illustrations, applications, and suitability documentation.
• Ensure all casework is completed accurately and within SLAs.
• Monitor progress and proactively manage outstanding actions.
• Format meeting notes and ensure post-meeting actions are completed promptly.
• Update and maintain records in Salesforce, PROMs, and other systems.
• Support Partners and Advisers through effective administration and case management.
• Coordinate ongoing client reviews and ensure activities are tracked and delivered.
• Act as a professional client-focused first point of contact and manage enquiries.
• Draft high-quality communications to clients, providers, and internal stakeholders.
• Take ownership of allocated client cases from initiation to completion and monitor LOAs with timely follow-up.
• Maintain accurate client records throughout the lifecycle and chase pipeline through to completion and payment.
• Prepare client onboarding and accurate documentation ahead of meetings and across systems.

Skills

Client communication

Organisation

Time management

Multi-tasking

Proactive problem solving

Tools

Salesforce

PROMs

Curo

Job description

St. James's Place Practice in Greater London is seeking an experienced Senior Practice Support Specialist to join its team.

The role delivers exceptional client service while supporting day-to-day operations of a busy financial planning practice. Working closely with the Practice Manager, Partners and Advisers, you will manage client administration, coordinate new business processing, onboarding, and client reviews with a focus on accuracy, efficiency and regulatory compliance across systems