Are you ready tochart 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: Multiple SJP Locations available
Workplace Type: Hybrid 2 Days in office and 3 days remote
Employment Type: Permanent - Part Time 21 hours per week working Wednesday, Thursday & Friday
Seniority: Entry Level
The Role:
We have an exciting new role known internally as an Application Specialist - You will play a key role in delivering a personalised and seamless application journey for new Partners and Financial Advisers joining St. James’s Place. You’ll work closely with team members across Recruitment, Regulatory Authorisations, and wider Operations, ensuring every recruit receives clear guidance, timely support and a positive onboarding experience. This is a people‑centred role where your attention to detail, organisation, and ability to build strong relationships will directly influence the success of new Partners and Advisers
Who we are Looking for:
We’re looking for someone who thrives in a fast‑paced, people‑focused environment and enjoys providing high‑quality support. You’ll be confident engaging with people, using strong communication skills to gather information and anticipate potential issues. If you are proactive, organised and driven to deliver an exceptional experience, this role offers a rewarding opportunity to make a meaningful impact.
Key Responsibilities
1. Proactively ensure Partners and Advisers have the information they require during their application journey.
2. Complete personalised application meetings with via Phone, Teams and Zoom to secure the information and data to successfully submit the applications ob the partnerships behalf
3. Provide tailored, operational and administrative support to Partners and Advisers regarding operational issues or requests they may have during the application process
4. Ensure all information is collected and updated in our CRM Platform (Customer Relationship Manager) Salesforce.
5. Coordinate with the wider teams to ensure they are able to most effectively support the Application through the onboarding journey.
6. Coordinate with teams outside of Recruitment, to ensure Partners and Advisers have a seamless experience.
Essential Criteria:
7. Strong interpersonal skills with the confidence to ask probing questions and build effective relationships
8. Excellent organisational ability, able to prioritise multiple tasks and work to timescales and keep accurate records
9. Strong attention to detail with high‑quality written and verbal communication skills
10. Confidence to raise and identify potential issues or risks through questioning and checking information
Desirable Criteria:
11. Experience working in recruitment operations or onboarding
12. Experience supporting individuals in a regulated environment
13. Experience using Salesforce, DocuSign and Microsoft Office
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:
14. Competitive parental leave (26 weeks full pay)
15. Private medical insurance (optional taxable benefit)
16. 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
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.