Financial Services Manager

1 month ago


Edinburgh, Edinburgh, United Kingdom St. James's Place Full time
Role Overview

We are seeking a highly skilled and experienced individual to join our team as a Financial Services Manager. As a key member of our team, you will be responsible for ensuring the regulatory compliance of our Partners and Advisers.

Your primary objective will be to collate evidence and record it on Salesforce to confirm competence and complete the annual ADOC requirements. You will work closely with other managers within the field team to ensure that Partners and Advisers develop their knowledge and skills necessary to write, document and submit business within SJP guidelines and meet the required standards.

You will also be responsible for building strong relationships with Partners and Advisers to enable a culture of trust and honesty, mentoring and developing as required. Excellent communication and coaching and development skills are essential for this role.

Key Responsibilities
  • Collate evidence and record it on Salesforce to confirm competence and complete the annual ADOC requirements.
  • Work with other managers within the field team to ensure Partners and Advisers develop their knowledge and skills.
  • Build strong relationships with Partners and Advisers to enable a culture of trust and honesty.
  • Ensure excellent communication and coaching and development skills.
Benefits
  • Private Medical paid for by Company.
  • Meaningful protection benefits with real value.
  • Non-Contributory Pension – 10% (increasing with length of service up to 15%).
  • 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.
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.



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