Client Services Consultant SJP - Remote (Kent) Up to £45,000

A highly respected wealth management practice in Kent is looking for an experienced Client Services Consultant to join its team. This is a fully remote position offering flexibility, autonomy, and the support of an established, professional operation.

The firm provides holistic financial planning and long-term wealth management, supported by strong paraplanning, administrative and compliance teams. They pride themselves on exceptional client care and maintaining high professional standards.

The Role

You will take ownership of a portfolio of clients, ranging from smaller investments to multi-million-pound arrangements, ensuring they receive a consistent, high-quality service. This position offers variety, responsibility, and the opportunity to build strong ongoing client relationships.

Key Responsibilities

• Managing full client review cycles from preparation through to completion

• Communicating directly with clients to handle ongoing servicing needs

• Processing disinvestments and case submissions

• Updating CFR records and coordinating case planning

• Supporting client acquisition and retention activity

• Ensuring all work and processes meet Consumer Duty requirements

• Managing multiple active clients per month with accuracy and professionalism

About You

• Experience within a St. James's Place practice is essential

• Strong background in financial planning administration and/or paraplanning

• Able to manage a busy caseload with excellent accuracy and organisation

• Professional, confident and client-focused

This is an excellent opportunity for someone who understands the SJP framework and is looking for a secure, flexible role with strong support and long-term stability.

For a confidential discussion or to apply, please contact Jo at Financial Divisions.