Partner Onboarding Coordinator - 12 months FTC

  • 23/11/2022
  • Fixed Term Contract

Job Overview

Job Type
Fixed Term Contract
Date Posted:

Additional Detail

Job ID
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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: Manchester or Leeds
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:

  • Ensuring New Partner and Adviser applications are processed seamlessly and that any outstanding actions are identified and dealt with quickly and efficiently.
  • Conducting processes required to onboard New Partners and Advisers into SJP, including DBS checks, submitting applications and creating contact cards.
  • 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:

A candidate with a can-do attitude and a positive approach to work tasks, you will be extremely organised and adept at multitasking.  In addition to having:

  • 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.

Flexible Working

We know that everyone works best in different ways, at different times and in different environments. We value all of our employees and appreciate that everyone is different, and at different stages within their career. Recognising this, 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!

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:

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:

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