St. James’s Place Business Submission Team Leader

Job Title: Business Submission Team Leader

Location: Holborn

Salary: £30k – £35k per annum DOE

Job Type: Full-time, Permanent

An exciting opportunity has come up to join a successful Senior Partner Practice of St. James’s Place, in our Holborn offices, based next door to Covent Garden, London.

We are seeking an experienced business submission administrator who has previously worked at St. James’s Place, who is looking for the next step in their career, to come in and lead our business processing team.

You will be super organised, have the technical experience to understand the work and delegate out to the team and also complete business processing tasks. This is a role with great opportunity and career growth, with a great work culture and a team who are all supportive of one and other.

Key Duties:

• Delegating all work that comes into the business processing team, creating specific workflows on Salesforce to assign work to the team
• Liaise with 3rd party contractors, such as Virtual Support, ensuring standards are met efficiently
• Supporting case tracking to ensure timely and accurate updates can be provided on all work that the Practice is undertaking
• Manage advisor expectations and act as a communication channel for the administration team
• Provide high level technical and administrative support to the Practice
• Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
• Assist with training of less experienced members of the team
• Process applications accurately and record the required management information
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
• Prepare review and suitability letters and illustrations (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Assist in the back-end business processing of cases in an orderly and timely manner

Knowledge and Experience:

• Previous experience within St. James’s Place ESSENTIAL
• Demonstrates up to date knowledge of relevant regulation and legislation
• Experience of client management systems such as Salesforce
• Experience of leading a team and overseeing all workload in that team

Skills and Behaviours:

• Able to transpose information accurately
• Strong numeracy skills
• Comfortable using templated Suitability Letters
• Confident in dealing with third parties and can work with total discretion
• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Exceptional attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team
• Enthusiasm to help clients and their team
• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions
• Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems
• Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement
• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand
• Planning and Organising: Manages own time, priorities, and resources to achieve goals
• Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business

Benefits:

• Annual performance bonus
• Birthdays free day off
• 4 days in office, Fridays WFH

To apply, please note:

To apply, you must be eligible to live and work in the UK. Please note that if you do not receive a response within 14 days of submitting your application, please assume you have been unsuccessful, we thank you for your interest.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with the experience or relevant job titles of; Business Development Manager, Operations Manager, Project Manager, Sales Team Lead, Marketing Manager, Customer Success Manager, Product Manager, Team Supervisor, Account Manager, Strategic Initiatives Lead, Commercial Manager, Team Coordinator, Business Strategy Manager, Management Consultant, Business Operations Lead, Corporate Development Manager, Business Intelligence Manager, Innovation Manager, Client Services Manager, Business Unit Manager will also be considered for this role.