Financial Promotions Co-ordinator 12 Month Ftc - Cirencester, United Kingdom - St. James's Place

St. James's Place
St. James's Place
Verified Company
Cirencester, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures.

We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals.

We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do.

We believe in the value of difference and know that diverse teams can help us problem and innovate for clients.


We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.


Location:
Cirencester Office


Employment Type: 12 month Fixed-Term Contract (Hybrid working 2 days in the office per week)


As a Financial Promotions Co-ordinator you will support the Financial Promotions Department with providing an approvals service for the Partnership and Corporate departments on marketing and promotional communications.

These could include advertising campaigns, adverts, editorials, website content, brochures etc.

The purpose of this vital service is to ensure that all client facing initiatives are compliant, balanced and reflective of the SJP brand.


What you'll be doing:


  • Monitoring the Financial Promotions inbox and sorting the queries from the cases that require setting up
  • Answering the noncomplex queries where able
  • Set up new cases on the CRM System (NetSuite), recording who submitted the item, what the item is and where it is being used
  • Send out confirmation of approvals to the submitters and update the CRM system accordingly
  • Updating the CRM system with any changes to Practices, such as change of name or additional Practice to add
  • Reviewing items that haven't been worked on to ensure that there are no outstanding requirements
  • Keeping other administration tasks up to date.

Who we're looking for:


  • Knowledge of Outlook, Excel, PowerPoint and Teams is desirable
  • Previous Administration experience is desirable
  • Excellent attention to detail, as well as strong organisation skills is needed
  • An investigative approach when dealing with queries or anomalies
  • High level of interpersonal and communication skills and have the ability to influence and persuade
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What's in it for you?

  • Private Medical up to family cover paid for by Company
- via BUPA. No excess for claims.

  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Non-Contributory Pension 10% (increasing with length of service up to 15%) with further pension matching.
  • Parental leave 6 months full pay
  • 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
  • Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working
We know that everyone works best in different ways, at different times and in different environments.

We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours.

Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation


What's next?
Our team will be in touch.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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