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Location: South of England - frequent travel to our Partner locations across the UK
The main purpose of the role:
The role of the Senior Consultant – Academy Support is to work alongside the Managers - Academy Development in the delivery of capable, competent, and highly productive new Partners and Advisers to the Partnership, in line with agreed Corporate objectives. Along with the Managers - Academy Development, you will be the key point of contact for new Partners and Advisers joining St. James’s Place (SJP). This relationship is a key contributor to the New Joiner experience, specifically to provide support and training on SJP processes and systems, encompassing all Lanes on the Route to Partnership.
What you’ll be doing:
- Providing pre-appointment support along with the Managers - Academy Development for new Partners, Advisers and their Partner Support Staff (PSS,) delivering New Joiner objectives, providing appropriate face to face and/or remote support to New Joiners on business processing and submission using IBusiness.
- Delivering learning content for key systems via a variety of methods such as workshops, webinars and tutorials.
- Promoting and supporting New Joiner understanding of, and engagement with, software applications and databases such as Salesforce, iBusiness, Solution Builder, Mortgage Source, My Practice and Prospect Manager.
- Owning and maintaining End-to-End Process Guides and input into other projects and initiatives.
- Supporting the Academy Quality of Documentation objectives, the PSS Induction Programme and PSS forums and Peer Groups.
- Developing and maintaining strong working relationships with all relevant stakeholders and informally mentoring less experience colleagues within the team as required.
Who we’re looking for:
A candidate who has:
- A broad understanding of the Financial Services sector, Partner business structures and operations, and the SJP structure with particular focus on the Academy.
- Awareness and experience of using a variety of business tools and software applications, including advanced skills using the Microsoft Office suite of applications.
- Ability to gather and interpret information from sources such as the Academy Management Teams, Field, and Head Office departments (e.g. Tax and Technical, Client Services, and IT SMEs, Admin Centres SSMs and RA) and to formulate into appropriate and relevant actions for New Joiner Partner and Advisers.
- Excellent communication and presentation skills with the ability to deliver training.
- Excellent diary and time management skills, able to prioritise own workload and demonstrate a commitment to ongoing personal and professional development.
- Special Requirements: The role will involve travel and may also involve out-of-hours work.
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: 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
