Are you ready to
chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success.
This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
Location: England
Workplace Type: Remote
Employment Type: Permanent
Seniority: Associate
The main purpose of this role is to build a strong pipeline of future financial advisers by selecting and assessing candidates with the right aptitude, mindset and long-term potential, and guiding them into SJP’s Academy and Partnership.
This is an important role with strong degree of influence to ensure that SJP has sufficient quantity and quality of Partners and Advisers for our clients, it contributes to the improvement of adviser retention and productivity, and above all, helps to deliver good client outcomes.
What you will be doing:
- Working as part of a team to support the business in achieving recruitment, growth, and retention aspirations of the business.
- With current financial services sector knowledge and understanding, delivering the Academy Selection and Assessment process to build a future pipeline of financial advisers, ensuring that recruits of the right quality are invited to join the Partnership via the Academy, that they understand the opportunities that SJP presents, and that recruits experience a seamless, effective, and professional process.
- Collaborating and building effective relationships with key stakeholders to ensure that recruits are assessed, selected, and handed over appropriately to the Academy and Early Years.
- Working closely with the Business Partnering Team across the Locations to build relationships and to understand and fulfill the locations’ recruitment needs.
- Working closely and effectively with Regulatory Authorisations to maintain and increase the required standards of regulatory documentation.
- Working closely with the BSP team to ensure fully evidenced funding decisions are made.
- Providing guidance to the Partnership on contractual and business planning requirements for recruitment into SJP.
- Influencing Partnership stakeholders to ensure recruits join Practices that have the required support functions and mentorship to allow recruits to stay and thrive in line with Recruitment Licencing.
- Delivering a well-documented and evidence-based Transfers process that evaluates an individual’s ability to perform the role of Adviser or Business Owner and are in the correct role to support clients and the Partnership.
- Facilitating the movement between Adviser and Business Owner roles and providing insight into the ability, knowledge, and effectiveness of an individual to become a Business Owner.
- Maintaining accurate MI via the effective and timely use of Salesforce to ensure that all Partnership interactions and engagement events are recorded.
- Communicating relevant MI and any changes to processes and procedures to ensure key stakeholders are kept informed.
- Delivering presentations to internal and external audiences to build awareness of the value added by the Selection team.
- Delivering KPIs that evidence the effectiveness of the Selection/Transfer process.
- Striving to improve the Selection/transfer process to deliver the required outcomes for the business and ensure that great client outcomes are delivered based on the relationship developed by the Partnership.
We are looking for a candidate with the following:-
- A diverse understanding of the business objectives, skills and competencies required for candidates to effective in a Wealth Manager/Financial Adviser sales environment.
- An expert understanding of the commerciality of contracts and the financial workings of an AR Practice.
- Comprehensive knowledge and experience of the end-to-end Selection and Assessment Process.
- Proven experience in interviewing and spotting talent; being able to enthuse recruits about the opportunity of the Academy is required.
- An understanding of process improvement and experience of working in a continuous improvement culture would also be beneficial for this role.
- Excellent problem solving and communication skills, able to coach and consult.
Special Requirements:
Regular travel is required in the role, with some overnight stays. Flexibility around working hours is expected from time to time.
What's in it for you?
We reward you
for the work you do,
whether that’s through our discretionary annual bonus scheme that reflects both
personal and company performance, competitive annual leave allowance (28 days
plus bank holidays, with the option to purchase an additional 5 days), or
online rewards platform with a variety of discounts.
We also have
benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments
We're an equal
opportunities employer and want to ensure our recruitment process is accessible
and inclusive for all, if you require reasonable adjustment(s) at any stage
please let us know by emailing us at
[email protected]
Research tells us
that applicants (especially those from underrepresented groups) can be put off
from applying for a role if they do not meet all the criteria or have been on
an extended career-break. If you think you would be a good match for this role and
can demonstrate some transferable experience please apply, regardless of
whether you tick every box.
What's next?
If you're excited
about this role and believe you have the skills and experience we're looking
for, we'd love to hear from you! Please submit an application by clicking
‘apply’ below and our team will be in touch.
As a business
regulated by the FCA we would advise you to familiarise yourself with the
conduct regulations and in particular consumer duty obligations prior to an
interview with SJP.