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SJP Wealth Management Admin Operations Manager - 12m FTC

Location: CANARY WHARF, LONDON, UNITED KINGDOM Salary: 40,000-40,000 GBP (UK Pounds) Per annum
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 2 months ago Reference: X3-432496

A partner practice of St James' Place is seeking an administrative operations manager to join them on a 12 month FTC. Interviews will be held early January, with a start date of early February. As February is an extremely busy time for this practice, it is essential that the successful candidate has previous experience within a SJP practice in order to be familiar with the systems. This role could be the ideal next step for someone who has previously worked in an admin, PA, EA or operational role within a St James' Place partner practice.

The benefits package comprises of a generous base salary of £40,000 per annum plus medical cash plan.

Duties to include:

Adviser Engagement & Stakeholder Management:

o Main point of contact for escalations for all Advisers across the practice

o Provide Advisers and support staff with  support

o Share regular reporting with Advisers to ensure they are aware of case status

o Liaise regularly with Admin Centre to ensure priority cases are escalated and Admin Centre SME support is provided (e.g. for quarterly team training)

o Liaise with SJP LMBU Operations to ensure issues are shared and support from Admin Centre is provided to practice as required

 

Operational BAU – Submission, Issues, Turnover & Pipeline:

o Overall accountability of submissions, issues management, pipeline and turnover across the team

o Oversee turnover to ensure it is completed regularly and accurately

o Oversee the pipeline chasing process and ensure credit is issued in a timely manner

o Conduct regular spot checks on submission cases to ensure quality and consistency

o Monitor team SLAs and KPIs (error rate, etc.) and propose solutions to address issues

o Maintain clear documentation for the team to submit business effectively

o Ensure issues log is maintained and lessons learned shared with the team

o Monitor complaints (Case Review and Client Liaison) and keep within thresholds

o Escalate issues to COO where required

 

Operational BAU – LOA Admin:

o Overall accountability of LOA throughput across the team

o Conduct regular spot checks on file notes to ensure quality and consistency

o Monitor team KPIs (turnaround times, etc.) and propose solutions to address issues

o Maintain clear documentation for the team to conduct information gathering

o Ensure issues log is maintained and lessons learned shared with the team

o Escalate issues to COO where required

 

Line Management & Team Development Responsibilities:

o Provide guidance and support to all team members

o Conduct regular 121 meetings with LOA and Submission team members with a focus on mentoring and development support

o Oversee performance management requirements for the team (including mid-year and end of year reviews)

o Drive the delivery of knowledge sharing across the team (set agenda with input from Team Leads) and deliver sessions

o Support onboarding and induction of new joiners

 

Process, CRM & Projects:

o Manage all processes within the Admin team, proactively propose improvements and manage change

o Manage the CRM system (CURO / Salesforce), ensure workflow remains effective, and tasks remain up to date and accurate

 

Apply today to be considered as shortlisting will be taking place this week. If you have any questions prior to applying for this role please email rebecca.donnelly@reed.com

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