SJP Client Administrator

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

Are you an experienced St. James’s Place Client Services Administrator looking for a role where you can develop your career, gain professional qualifications, and progress within a growing wealth management practice?

A highly respected St. James’s Place Wealth Management practice near Watford is expanding and is looking to appoint an experienced Client Services Administrator to join its supportive and collaborative team. This newly created role offers genuine long-term career opportunities, with clear progression into Paraplanning, Practice Management, or Financial Advice.

The Role

• Providing high-quality client services and administrative support to Financial Advisers.
• Coordinating client review meetings from preparation through to completion.
• Processing new business applications and ongoing servicing requests.
• Maintaining accurate client records, including CFR updates.
• Liaising with clients, providers and advisers to ensure efficient case progression.
• Supporting and sharing knowledge with less experienced members of the team.
• Helping to maintain efficient internal processes and service standards.

About You

• Previous experience working within a St. James’s Place practice (essential).
• A minimum of 12 months’ experience in a financial services administration role.
• Experience using Salesforce and/or iBusiness.
• Excellent organisational skills and strong attention to detail.
• The ability to prioritise a varied workload in a busy environment.
• Excellent communication and client service skills.
• RO qualifications are not essential, as full study support will be provided.

What’s on Offer?

• £30,000 - £35,000 basic salary.
• Discretionary annual bonus.
• 25 days’ annual leave plus bank holidays.
• Additional time off over the Christmas period.
• Full study support towards Level 4 Diploma (RO qualifications).
• Clear, structured career progression.
• A supportive, friendly and growing practice with excellent long-term opportunities.