Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
Location: Manchester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Entry Level
The role:
The main purpose of the job is to ensure the Partners and Financial Advisers are given a personalised application experience, supporting them on every step of the way through the application process. Working with key team members across the business, your main responsibility will be to obtain the relevant information from potential recruits, identifying any potential risks/financial concerns and submit the recruit’s application. You’re also responsible for ensuring Salesforce is fully updated and all the required documents have been collated, to support a smooth and positive onboarding journey. You will collaborate closely with Senior managers in the Recruitment and Regulatory Authorisations team
Who we're looking for:
We are looking for a dedicated administrator, who is professional, excellent written and verbal English with a vibrant, social and collaborative approach to team work. A flare for systems and accuracy who can strive for an excellent services and processes.
What you'll be doing:
- Ensure Partners and Advisers have the information they require during their application journey.
- Complete personalised application meetings with the recruits, via telephone, Teams or Zoom
- Provide tailored, operational and administrative support to Partners and Advisers regarding any operational issue or request they may have during their journey
- Complete data entry to provide correct management information (MI) and reporting is accurate for payment reconciliations
- Coordinate with managers in Recruitment, to ensure to provide a professional and efficient service
- Submit applications with relevant information required in line with our documented processes and procedures
- Submit tailored applications for individuals changing the current structure of their business
- Create custom offer letters for new recruits
- Support the wider Operations Team in the delivery of business objectives, and contribute towards improving processes
Essential Criteria
- Confident and technically able to complete a variety of Zoom and MS Teams calls
- Excellent attention to detail, and exemplary accuracy when completing documents and forms and other administrative duties
- Outstanding verbal and written communication skills
- Good understanding of Microsoft Word and Outlook capabilities
Desirable Criteria
- Experience or exposure to Customer Relationships Management (CRM) Systems ideally Salesforce
- Experience or exposure to online portals and systems, such as DocuSign, or SmartIQ or equivalent
What's in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
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]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.
What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and 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.
