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Specialist - Population Management

3 months ago

Nottingham, Nottingham, United Kingdom St. James's Place Full time
Who we are

People have always been at the heart of St.

James's Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially.

These core values have enabled us to become a leading FTSE 100 Wealth Management company.

Specialist - Population Management

Location:
Nottingham/Solihull/Cirencester

Employment Type:
Permanent

This is a 5BS role.


The main purpose of this role is to be responsible for the consistent and timely delivery of Partner and Adviser population movement nationally through the Academy and G&D (Early Years).


You will ensure accuracy and precision of process data and reporting of Early Years measures throughout a recruit's journey, assisting and supporting the Early Years team on delivery and development of the programmes and managing workflows via planning and organisation.


What you'll be doing:

  • Being responsible for the delivery of the recognition milestones throughout the Early Years cohort journey and evaluation reporting of the programme and handover process.
  • Managing relationships with key stakeholders within Early Years and the wider Operating Model.
  • Being responsible for the quality control across key measurables within Early Years and the monthly reconcile of the cohort population
  • Monitoring and analysis of regular reporting in order to spot trends and irregularities and highlight areas of concern to the Early Years Leadership Team
  • Creating monthly management information packs based on Early Years population and key deliverables.
  • Supporting with operations and management functions to design and implement process and systems changes to improve accuracy and efficiency.

Who we're looking for:

A strong organiser with the following:

  • Ability to build strong relationships with others, internally and externally and with excellent written and verbal communication skills and data presentation skills
  • Strong IT capability including Microsoft Office skills: Word, Excel & PowerPoint and basic understanding of PowerBI and Salesforce (Org 1 & Org 2).
  • High attention to detail, working with accuracy and precision and able to work independently, prioritising own workload.
  • A varied and comprehensive knowledge of how all the different roles operate within Early Years and the wider Operating Model.
  • A high degree of problemsolving skills, being able to work effectively with key stakeholders to resolve issues without compromising the recruit experience.

Special Requirements

  • Occasional travel may be required to attend meetings.
  • Subject to the SJP Share Dealing policy and Share Dealing codes due to the access to confidential company information.

Flexible Working
We understand that employees work best in different ways, at different times and in different environments.

We value all of our employees and appreciate that everyone is unique, and at one of many 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 where it can be accommodated, so please ask the question and start a conversation

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 benefits 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 parental leave.
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
  • 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 a diverse group of 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 giv