Finance Practice Administrator – Client & CRM Support

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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