Finance Practice Administrator - Client & CRM Support
Listed on 2026-10-10
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
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.
As a Finance Practice Administrator - Client & CRM Support, you will play an important part es's Place Wealth Management in Bury St Edmunds, England, United Kingdom.
The position is based in Bury St Edmunds, England, United Kingdom.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 21.000 - 27.000.
We aim to respond to suitable candidates as soon as possible.
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