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Finance Practice Administrator - Client & CRM Support

Posted 2 days 15 hours ago by St. James's Place Wealth Management

Permanent
Full Time
Other
Suffolk, Bury St. Edmunds, United Kingdom, IP295
Job Description

St. James's Place Wealth Management is seeking an Administrator to join a busy office in Risby, near Bury St Edmunds. This full-time role (part-time considered) offers a competitive salary plus benefits and a chance to support advisors and clients in a fast-paced environment.

You will handle enquiries, manage client records, support new business submissions, and maintain CRM data while liaising with internal teams to ensure compliant processes and timely service.

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