15/07/2026
💙 An exciting new opportunity has opened up within our Practice, and we are on the lookout for a new Client Relationship Administrator to join our team! 💙
👉🏻 Location: Chorley, Lancashire.
👉🏻 Salary: £23,500 per annum + bonus with OTE of £30,000 – office-based working 5 days per week - full time.
Are you an enthusiastic Administrator eager for your next role?
Could you fulfil a vital support function within a busy office?
You will be working as part of our impactful and fast-paced team that is a respected Appointed Representative of St. James’s Place Plc.
We provide high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs.
Our vision is to make the world of financial planning as positive, fun and stress free as possible.
👇🏻 The Rewards:
🔹 Strong, caring, and collaborative working environment.
🔹 The chance to develop yourself and extend your skills and experience.
🔹 Joining a motivated team that works hard to create a long-term impact and a continuing success of our Practice.
🔹 Reward & Recognition Scheme.
💙 Grosvenor Partners Financial Services Limited fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected.
A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to our clients.
👉🏻 The Role: Client Relationship Administrator
🔹 You will be tasked with superb levels of support to clients and the team.
🔹 You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
🔹 You will manage and collate key data for reports and portfolio reviews.
🔹 Dealing with enquiries and correspondence from clients and providers.
🔹 Managing the database of clients and diary management for the Partners and Advisers.
🔹 You will be processing new business and liaising with external admin teams.
🔹 Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
👇🏻 The Person: to be considered for this role you will need:
✔️ Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential.
✔️ Excellent customer service and the ability to build rapport and manage client relationships.
✔️ Strong attention to detail and be able to think on your feet.
✔️ Good time management and planning skills with the ability to multi-task.
✔️ Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
✔️ It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
✔️ Demonstrate a positive attitude and high level of care and integrity.
✔️ Openness to change with a creative approach to problem solving, focusing on positive solutions.
Please note that we will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
❗️Closing date for applications – 29th July 2026 ❗️
👉🏻 IMPORTANT: when applying for this role, please email your application and CV to our Practice Manager – Julie Agnew: [email protected].
Do not send your application/CV via messenger as this will be ignored, and you will not receive a response.
