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 Ellis James Partners
Ellis James Partners is a specialist recruitment business focused on Financial Planning and Wealth Management.
We work with Financial Advisers, Financial Planners, Paraplanners and support professionals across the UK, partnering with independent firms, wealth managers and St. James’s Place Practices.
If you're looking for your next move within Financial Planning, we'd be happy to have a conversation
Salary description
£28000.00 - £35000.00 per year