Overview
Position Title: Manager
Company: St. James’s Place
Location: Corsham, UK
Job Description
The main purpose of this role is to provide the primary point of contact between SJP and Partners and Advisers who have recently exited Academy but have yet to become “established”.
Responsibilities:
- Taking responsibility for managing the output and performance of G&D Partners and Advisers, supporting new business growth, inspiring and encouraging strategy and growth of the business infrastructure.
- Actively seeking information and understanding of a G&D Partner or Adviser’s business, taking responsibility for acquiring information, analysing it, and identifying business/personal development requirements.
- Implementing and maintaining SJP systems to ensure that G&D Partners and Advisers meet with the FCA’s objectives and the principles of fitness and propriety.
- Ensuring that G&D Partners and Advisers develop their knowledge and skills necessary to write, document and submit business within SJP guidelines and meet the required standards ensuring excellent client outcomes at all times.
- Monitoring and enhancing the quality of advice provided by the Partnership to ensure that SJP is meeting the FCA’s TCF Outcome Four – where consumers receive advice, the advice is suitable and reflects their needs, priorities, and circumstances.
- Using Business Checking feedback, MI, audit information and trend analysis to maintain a clear understanding of each Partner’s and Adviser’s business and to address any issues.
Requirements:
- Excellent rapport and relationship building skills that enable impact and influence both in the Partnership and wider SJP.
- Ability to communicate at all levels up to and including Partnership Director level.
- Good analytical and decision-making skills underpinned by informed sound judgement.
- Ability to organise time and workload, work under pressure and meet deadlines.
- A client outcome and service orientated approach.
- Ability to identify skills and knowledge shortfalls, provide constructive feedback and through strong coaching/development skills support individuals in the relevant areas of the business to enable the G&D Partner/Adviser to become established
About St. James’s Place
At SJP, we exist to give you the confidence to create the future you want. We do this through face-to-face financial advice, delivered exclusively by qualified, expert advisers who make up our Partnership. We also provide access to our leading range of investment products.
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