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
Posted 2 days ago
Application Specialist
Part TimeHybrid · London +3 more
About the role
About St. James's Place
UK wealth management firm offering 26 weeks fully paid parental leave, equal for all parents.
See the full profileApplication Specialist
St. James's Place
