This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
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
* Proactively ensure Partners and Advisers have the information they require during their application journey.
* 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
* Provide tailored, operational and administrative support to Partners and Advisers regarding operational issues or requests they may have during the application process
* Ensure all information is collected and updated in our CRM Platform (Customer Relationship Manager) Salesforce.
* Coordinate with the wider teams to ensure they are able to most effectively support the Application through the onboarding journey. xxuwjjq
* Coordinate with teams outside of Recruitment, to ensure Partners and Advisers have a seamless experience.
Essential Criteria:
* Strong interpersonal skills with the confidence to ask probing questions and build effective relationships
* Excellent organisational ability, able to prioritise multiple tasks and work to timescales and keep accurate records
* Strong attention to detail with high‐quality written and verbal communication skills
* Confidence to raise and identify potential issues or risks through questioning and checking information
Desirable Criteria:
* Experience working in recruitment operations or onboarding
* Experience supporting individuals in a regulated environment
* Experience using Salesforce, DocuSign and Microsoft Office