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