Financial Services Administrator – Client & CRM Specialist

Company: St. James's Place Wealth Management
Apply for the Financial Services Administrator – Client & CRM Specialist
Location: Risby
Job Description:

St. James’s Place Wealth Management is seeking an Administrator in Risby, near Bury St Edmunds. This full-time role supports a busy office with varied duties, including managing client databases, submitting new business, and coordinating communications.

Training and development are offered within a collaborative team environment. The role emphasizes strong customer service, attention to detail, and the ability to handle confidential information with discretion.

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Posted: September 12th, 2026