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 • Profes
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