Administrator - Partner Transfers

  • Cirencester
  • 23/11/2022

Job Overview

Location
Cirencester
Salary
Date Posted:
23/11/2022

Additional Detail

Job ID
1007
Job Views
31
Work Location
Remote and/or Onsite

Job Description

If the link to apply for no longer works this may be because the job opportunity has closed early. We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.

Location: Cirencester – we work to a hybrid pattern, however, you will be required in the office full time for your period of training.

 The main purpose of this role is to process the transfer of Partners and Advisers within the St. James’s Place Partnership, providing support for the Team Manager to ensure delivery of an exemplary service to the Field Management Team.

 What you’ll be doing:

  • Dealing with the administration of transfer cases, which may include an Adviser transferring between Partner Practice or a Mortgage Adviser transferring to become an Adviser.
  • Answering initial enquiries and providing guidance to on the key steps in the process.
  • Completing the relevant processes from the initial enquiry through to final completion.
  • Continually monitoring and reviewing cases, ensure all outstanding documents are collated in a timely manner, whilst providing updates, where required.
  • Using the FCA Connect system to submit the relevant online forms to the FCA to apply for the relevant approvals.

 Who we’re looking for:

 An experienced Administrator with a keen eye for detail and the following skills:

  • Strong communication skills – verbally and written
  • Competent in Microsoft Office – including Word, Excel and Teams and Outlook
  •  Methodical, level headed and able to plan and prioritise effectively
  • Ability to follow clear processes and to work autonomously as part of the team

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

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:

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
  •  28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy and additional up to 5 days
  •  Discretionary bonus scheme dependent on company and personal performance, varied by level

*Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)

Our Culture

Our culture is the glue that binds us together - It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.

We want to embrace diverse backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.

In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate charity in UK.

SJP are delighted to have signed The Armed Forces Covenant, and we are active members of LGBT Great, 30% club, The Diversity Project, Disability Confident and more! Find out more: https://www.sjp.co.uk/careers/life-at-sjp

Our Awards:

We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:

  • Wealth Manager of the Year – Growth Investor Awards 2021
  • Best Wealth Manager – Shares Awards 2021
  • Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards 2020
  • Top 75 Employer - Social Mobility Foundation Employer Index 2021

To find out more visit: https://www.sjp.co.uk/about-us/our-awards-and-recognition

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