Application Specialist

St. James's Place; Cambridge; Ibrido; GBP 21.000 - 27.000; Part-time

Vantaggi offerti da questo lavoro

28 days annual leave

Private medical insurance

Pension scheme

Parental leave

Critical illness cover

Income protection

Life assurance

EV salary sacrifice

Descrizione del lavoro

St. James's Place Management Services is recruiting an Application Specialist to manage recruitment applications for prospective Partners and Financial Advisers, ensuring a smooth onboarding process and data integrity.

This is a part-time, 12‑month fixed-term role (21 hours per week), hybrid in Manchester, requiring experience with lanes model, Salesforce, and strong diary and time management. You will run application meetings, gather and validate information, upload records, build offer

Competenze

• Experience with lanes model
• Salesforce experience
• Strong time management skills
• Diary management experience

Mansioni

• Submit applications to Regulatory Authorisations for various recruit lanes and Mortgage Advisers.
• Conduct personalised application meetings via telephone, Teams, or Zoom.
• Proactively make sure Partners and Advisers receive the information they require.
• Gather, validate, and upload all required information.
• Offer customized assistance to Partners and Advisers.
• Maintain data accuracy within Salesforce.
• Coordinate with various teams to ensure smooth application processes.
• Build custom offer letters.
• Support the Operations Team in achieving business objectives.

Conoscenze

Diary management

Time management

Collaboration with partners

Strumenti

Salesforce

Lanes model

Descrizione del lavoro

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: 12 month Fixed-Term Contract

Seniority: Associate

About the role:

This is an exciting opportunity to join St. James's Place Management Services as an Application Specialist. You will play a pivotal role in the end-to-end management of recruitment applications for prospective Partners and Financial Advisers, ensuring a flawless onboarding process. Your efforts will contribute to the integrity and efficiency of our recruitment process.

This is a part-time role, working 21 hours per week.

What you'll be doing:

• Submit applications to Regulatory Authorisations for various recruit lanes and Mortgage Advisers.
• Conduct personalised application meetings via telephone, Teams, or Zoom.
• Proactively make sure Partners and Advisers receive the information they require.
• Gather, validate, and upload all required information.
• Offer customized assistance to Partners and Advisers.
• Maintain data accuracy within Salesforce.
• Coordinate with various teams to ensure smooth application processes.
• Build custom offer letters.
• Support the Operations Team in achieving business objectives.

About you:

You are exceptionally organised and meticulous with proven experience in managing complex processes. Your ability to collaborate with various partners will ensure seamless coordination. You thrive in a fast-paced, ambitious environment and are determined to implement successful strategies.

Essential Criteria:

• Experience with lanes model
• Salesforce experience
• Strong time management skills
• Diary management experience

Desirable Criteria:

• Docusign experience
• Proactive and self-motivated
• Understanding of qualifications relating to the industry

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

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 [e-mail]

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!

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.