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St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Entry Level
The main purpose of this role is to process and vet applications for financial professionals to join the St James’s Place Partnership and manage their application through to appointment, in line with Company and Regulatory procedures and guidelines.
You will provide support for the Appointments Team Leader, whilst upholding an exemplary service to the Field Management Team.
What you’ll be doing:
- Using our online Salesforce-based system, vetting new applications for Advisers and Partners providing a comprehensive list of outstanding requirements.
- Continually monitoring and reviewing applications, liaising with the relevant Manager(s) to ensure all requirements are received and post actioned in a timely manner through to Appointment stage.
- Liaising with external companies to obtain full references covering recent employment.
- Conducting in depth vetting of the recruit’s personal financial situation, if required.
- Checking the FCA Form A (Application to Perform Controlled Functions) for ultimate submission to the FCA ensuring the recruit meets the fitness and propriety standards.
- Where necessary, undertaking additional checks and investigations on recruits that have Form A disclosures or other issues and presenting these to the Appointments Team Leader for a potential referral to the Recruitment Risk Committee.
Who we’re looking for:
A strong process driven administrator with an eye for detail and the following:
- Methodical and highly organised approach, level-headed and the ability to prioritise effectively.
- Good working knowledge of Microsoft Excel, Word and Outlook.
- Ability to build strong and trusting relationships with others, both internally and externally and an effective communicator, identifying information to be escalated and shared with peers.
- Ability to follow clear processes as laid out for different aspect of the team’s day-to-day responsibilities, with the understanding of how to be adaptable if required.
What's in it for you?
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best in different ways, at different times and in different environments. 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.
Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]
What's next?
Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
