Senior Client Services Administrator

St. James's Place Practice | Near Dartford | Office-Based | £35,000 + Discretionary Bonus

Are you an experienced St. James's Place Administrator ready to take the next step in your career?

A successful and growing St. James's Place Wealth Management Practice near Dartford is seeking a Senior Client Services Administrator to join its expanding team. This is a newly created position offering far more than a traditional administration role—it provides a genuine opportunity to develop into a management position as the business continues its exciting growth journey.

If you're looking for long-term career progression within a supportive, professional environment where your experience will be valued, this could be the ideal move.

The Opportunity

As the senior member of the client services team, you'll play a pivotal role in delivering exceptional support to advisers and clients while helping to mentor and develop junior colleagues. You'll be instrumental in maintaining the high service standards the practice is known for, with a clear pathway into a leadership role as the team expands.

Key Responsibilities

• Deliver accurate, efficient, and high-quality client services administration across the practice
• Provide comprehensive administrative support to Financial Advisers
• Manage client review processes from preparation through to completion
• Process new business applications and ongoing servicing requests
• Maintain accurate client records, including CFR updates
• Act as a senior point of contact within the administration team, providing guidance and support to colleagues
• Help drive operational efficiency and maintain exceptional service standards during a period of continued growth
• Support and improve internal processes and workflows
• Progress into a management position as the business continues to expand

About You

• Previous experience within a St. James's Place Practice is essential
• At least 3-5 years' experience in a Financial Services Administration or Client Services role
• Strong working knowledge of Salesforce and confidence learning new systems
• Comfortable taking on senior responsibilities and mentoring less experienced team members
• Highly organised, detail-oriented, and able to prioritise effectively in a busy environment
• Ambitious and motivated by the opportunity to progress into management
• RO qualifications are not essential—full study support will be provided

What's on Offer

• £35,000 basic salary
• Discretionary annual bonus
• 25 days' holiday plus bank holidays
• Additional time off over the Christmas period
• Full study support towards professional qualifications
• Clear, structured career progression into management
• The opportunity to join a thriving, expanding practice where your career can grow alongside the business

If you're an experienced St. James's Place Administrator looking for your next career move with genuine progression prospects, we'd love to hear from you.

For a confidential discussion or to apply, please contact Sam at Financial Divisions.