Client Relationship Manager (SJP)

SJP Client Relationship Manager

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

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