- Delegate tasks to the business processing team and set up workflows on Salesforce for task allocation
- Coordinate with third-party contractors like Virtual Support to ensure efficient standards are maintained
- Support case tracking for timely and accurate updates on all ongoing work by the Practice
- Manage advisor expectations and serve as a communication channel for the administration team
- Offer high-level technical and administrative assistance to the Practice
- Prepare for and follow up on meetings, including updating client records on Salesforce CRM
- Assist in training less experienced team members
- Accurately process applications and maintain necessary management information records
- Facilitate the progress of applications with various parties to ensure timely completion
- Handle incoming calls, maintaining professional communication with clients and third parties
- Coordinate extensively with SJP Admin Centres to provide necessary information within set timelines
- Prepare review and suitability letters, taking responsibility for client files and IT records
- Assist in the back-end business processing of cases efficiently
- Prior experience at St. James's Place is a prerequisite
- Demonstrates current knowledge of relevant regulations and legislation
- Familiarity with client management systems like Salesforce
- Experience in leading a team and managing workloads
- Accurate data transposition skills
- Proficient numerical abilities
- Comfortable with templated Suitability Letters
- Confident in interactions with third parties and capable of discretion
- Highly organized with excellent communication skills
- Proficient in Microsoft Office suite (Outlook, Word, PowerPoint, Excel)
- Exceptional attention to detail
- Effective time management and multitasking skills
- Handles conflicting demands calmly and effectively
- Demonstrates a positive attitude consistently
- Works well individually and as part of a team
- Enthusiastic about assisting clients and team members
- Quality Focus: Takes personal responsibility for work quality and timeliness, achieving results independently
- Team Work: Encourages cooperation and commitment within the team
- Embracing Change: Responds positively to change, utilizing new methods to achieve goals
- Developing Self and Others: Committed to continuous learning and self-improvement
- Communicating Effectively: Conveys ideas clearly, adapting language to the audience
- Planning and Organizing: Manages time and resources effectively
- Client Care: Ensures a top-notch client experience through business offerings
- Annual performance bonus
- Day off on birthdays
- 4 days in the office, Fridays remote work
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St. James's Place Business Submission Team Leader - Central London, United Kingdom - Enver Wealth Management Ltd
Description
Job Title: Business Submission Team Leader
Location: Holborn
Salary: £30k - £35k per annum DOE
Job Type: Full-time, Permanent
An exciting opportunity is available to join a successful Senior Partner Practice of St. James's Place in our Holborn offices, located next to Covent Garden, London.
We are in search of a skilled business submission administrator with previous experience at St. James's Place, who is now ready to take on a leadership role within our business processing team.
You should be highly organized, possess the technical expertise to manage and assign tasks to the team, and proficiently handle business processing responsibilities. This position offers excellent prospects for career advancement within a supportive team environment and a positive work culture.
Key Duties:
Knowledge and Experience:
Skills and Behaviours:
Benefits:
To proceed with your application, please keep in mind:
Applicants must be eligible to live and work in the UK. Kindly note that a lack of response within 14 days indicates an unsuccessful application; we appreciate your interest.
To submit your application, please use the provided button to share your CV and Cover Letter for this position.
Candidates with experience in roles such as Business Development Manager, Operations Manager, Project Manager, Sales Team Lead, Marketing Manager, Customer Success Manager, and other relevant positions will also be considered.
