Anderson and Young Wealth Management
Client Servicing Administrator
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We're Hiring | Experienced Client Servicing Administrator (Financial Planning)
š Remote | East Anglia preferred
š Full-time
š· Highly competitive salary, discretionary bonus + benefits
About the Company
Anderson & Young Wealth Management is a fast-growing St. James's Place financial planning practice.
Led by two award-winning Financial Advisers, the business combines high-quality advice, exceptional client service and a modern, technology-driven approach to financial planning. Henry Anderson was named Newcomer Adviser of the Year at the Professional Adviser Awards 2026, while Scott Young received the Role Model of the Year award at the British Forces in Business Awards 2026.
Purpose of the Role
The role exists to:
- Deliver an exceptional client servicing experience.
- Coordinate communication between clients, providers and advisers.
- Drive operational efficiency across the practice.
Key Responsibilities
Client Servicing
- Support Advisers with new business, ongoing servicing and annual reviews.
- Manage client cases from instruction through to completion.
- Manage preparation of client documentation, reports and meeting packs.
- Process pensions, investments, protection and trusts.
- Ensure clients remain informed and supported throughout the advice process.
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Stakeholder Coordination
- Build strong relationships with clients, providers and professional connections.
- Manage information requests and follow-up actions.
- Deliver clear, timely and professional communication.
Operations & Process Improvement
- Maintain accurate records across SJP systems and Salesforce.
- Take ownership of outstanding actions and see them through to completion.
- Support and mentor junior members of the team.
- Identify and implement process improvements.
Experience & Technical Requirements
Previous experience within a St. James's Place Practice is essential.
You'll have:
- Strong working knowledge of SJP systems and business submission processes.
- Confidence communicating with clients and third parties.
- Strong organisational skills and excellent attention to detail.
- Experience across pensions, investments, protection and trusts.
- Experience supporting new business and ongoing servicing activities.
- The ability to manage multiple priorities effectively.
- Understanding of SJP Standard Operating Procedures (SOPs).
Personal Attributes
You'll likely thrive in this role if you:
- Take ownership and follow through on commitments.
- Make confident and well-reasoned decisions.
- Communicate clearly and professionally.
- Work collaboratively with colleagues.
- Solve problems independently.
- Manage competing priorities effectively.
- Hold yourself to high standards.
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Above all, we're looking for someone dependable, proactive and committed to delivering quality work.
Why Join Us?
- Join a fast-growing financial planning practice.
- Contribute beyond a traditional administration role.
- Help shape the future of the practice.
- Be recognised and rewarded for the value you bring.
- Take on meaningful responsibility from day one.
- Work directly alongside two award-winning Financial Advisers.
- Supported by a technology-driven operating model.
We continuously invest in technology, automation and process improvement to enhance client outcomes and operational efficiency. We're looking for someone who embraces innovation, enjoys improving processes and wants to be part of building a modern financial planning practice.
If you're looking for a role where you can take ownership, make a genuine difference and have your contribution recognised and valued, we'd be delighted to hear from you.
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