Client Services Consultant, Salary up to £45,000 - Remote

A well-established and highly regarded St. James''s Place Practice is seeking an experienced Client Services Consultant to join their team. This is a remote role, offering flexibility alongside the backing of a structured, professional environment.The Practice is known for delivering tailored wealth management advice across investment planning, retirement planning, and holistic financial advice. With strong paraplanning, administrative and compliance support already in place, they focus on long-term client relationships and high standards of service.The Role You will manage a portfolio of clients with assets ranging from £2,000 to multi-million-pound arrangements, providing consistent, end-to-end support.Key responsibilities include:Managing full client review cycles from preparation to completionDirect communication with clients regarding ongoing servicing needsHandling disinvestments and case submissionsUpdating CFR records and overseeing case planningSupporting client acquisition and retention activityEnsuring all work aligns with Consumer Duty requirementsManaging a busy caseload of up to 60 active clients per monthAbout YouSolid St. James''s Place experience is essentialStrong background in financial planning administration and/or paraplanningConfident managing high client volumes with accuracyProfessional, organised and client-focusedThis is an excellent opportunity for someone who understands the SJP framework and wants a stable, well-supported role with autonomy.For ..... full job details .....