Onboarding Coordinator

5 months ago

Manchester, United Kingdom St. James's Place Full time

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.

**Onboarding Coordinator**

**Location**: Manchester Office

**Workplace Type**: Hybrid

**Employment Type**:Permanent

**Seniority**:Entry Level

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**:

- 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**:

- 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.

**What's in it for you?**
- Private Medical - up to family cover paid for by Company
- via BUPA. No excess for claims.*
- 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

**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.

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