Job Description
A well-established and highly regarded St. James’s Place Practice is seeking an experienced Client Services Consultant to join their team. This is a remote role, offering flexibility alongside the backing of a structured, professional environment.
The Practice is known for delivering tailored wealth management advice across investment planning, retirement planning, and holistic financial advice. With strong paraplanning, administrative and compliance support already in place, they focus on long-term client relationships and high standards of service.
The Role
You will manage a portfolio of clients with assets ranging from £2,000 to multi-million-pound arrangements, providing consistent, end-to-end support.
Key responsibilities include:
* Managing full client review cycles from preparation to completion
* Direct communication with clients regarding ongoing servicing needs
* Handling disinvestments and case submissions
* Updating CFR records and overseeing case planning
* Supporting client acquisition and retention activity
* Ensuring all work aligns with Consumer Duty requirements
* Managing a busy caseload of up to 60 active clients per month
About You
* Solid St. James’s Place experience is essential
* Strong background in financial planning administration and/or paraplanning
* Confident managing high client volumes with accuracy
* Professional, organised and client-focused
This is an excellent opportunity for someone who understands the SJP framework and wants a stable, well-supported role with autonomy.
For a confidential discussion, please contact Joanna at Financial Divisions.