Partner Onboarding Coordinator - Manchester, United Kingdom - St. James's Place

St. James's Place

Verified Company

Manchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Location: Manchester

Hybrid working options**The main purpose of this role is to ensure that New Partners and Financial Advisers are efficiently Recruited into SJP from an administrative and operational perspective.

What you'll be doing:

Creating offer letters for New Partners and Advisers.
Ensuring trading names for New Partners and Advisers are approved quickly.
Regularly catching up with BAMs to ensure they are supported regarding operational and administrative tasks for their recruits.
Coordinating with other Operations teams in Establishment, including Training, Relationship and Support & Operations, to ensure Partners and Advisers in Establishment have a seamless experience.

Who we're looking for:

Ability to manage a busy inbox and different demanding priorities.
Ability to use systems and technology to maintain oversight of multiple workflows.
Good oral and written communication skills, with strong attention to detail.
Ability to follow processes and procedures.
Intermediate/advanced computer skills with knowledge of Microsoft packages.
A willingness to work as a team and to help the wider Division during busy periods.

Special Requirements:

Occasional travel or overnight stays may be required to attend workshops or support events.

Why work for us?

Our Rewards
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including:

28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy an additional up to 5 days
Non-Contributory Pension 10% (increasing with length of service) with further pension matching
Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
Best in class terms and conditions including 6 months paid maternity and paternity leave.
Private Medical and Dental Insurance
Discretionary bonus scheme dependent on company and personal performance, varied by level