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Financial Services



Type of Position: Client Servicing Lead (Wealth Management) - London
Pay: £35k - £45k

Client Servicing Lead (Wealth Management) - London

We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.



  • Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
  • Maintain a comprehensive record of all client interactions, including meeting notes, phone conversations, and email correspondence, to provide evidence of ongoing advice and engagement.
  • Proactively engage with clients on a regular basis to ensure their satisfaction and address any concerns or issues they may have.
  • Provide exceptional customer service and ensure that clients feel valued and supported throughout their relationship with our Practice.
  • Identify opportunities for promoting our services to potential referrals from existing clients.
  • Gather and update client data, including fact finds, and upload them to Salesforce to ensure all information is up to date and accessible.
  • Ensure compliance with regulatory obligations, including the FCA "know your client" requirements and the Consumer Duty Act.
  • Digitise client records using Salesforce, ensuring that all information is accurately recorded and easily reviewable.
  • Re-contract with existing clients, ensuring that all necessary documentation is completed accurately and in a timely manner.
  • Regularly review client files to ensure they are organized and easily accessible for internal and external audits.
  • Ensure that all financial advice provided to clients is properly documented and supported by evidence.
  • Document the annual ongoing suitability of investments and pensions for each client, ensuring that this information is recorded accurately.
  • Maintain accurate and up-to-date data in Salesforce, regularly reviewing and updating client information as needed.
  • Regularly review client records to ensure that all information is current and relevant.
    Stay updated on industry trends and best practices in client engagement to continuously improve our approach.
  • Conduct client satisfaction surveys and gather feedback to identify areas for improvement and enhance the client experience.


Experience and Skills:

  • Previous experience in a client engagement or client servicing role, preferably within the financial services industry is desirable but not essential. Finding the right person with a positive, hard-working attitude is our primary aim.
  • Strong attention to detail and organizational skills, with the ability to manage and update large volumes of client information.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish long-term relationships with clients.
  • Excellent use of simple, plain English.
  • Proactive mindset and ability to identify opportunities for client engagement and business growth.
  • Knowledge of financial products and services, including investments and insurance would be helpful but not essential.
  • Familiarity with CRM software, such as Salesforce, for managing client interactions and records.
  • Ability to analyse client data and extract meaningful insights to drive engagement and business growth.
  • Results-oriented mindset and ability to meet or exceed client satisfaction and business targets.
  • High ethical standards and commitment to maintaining client confidentiality.
  • Strong problem-solving skills and ability to effectively manage client complaints and resolve issues.


If you are interested in applying for this role, then please submit a copy of your CV to 

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