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St. James's Place Wealth Management
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Leeds, West Yorkshire
Partnership Development Manager
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Job Type: Full-time |
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Overview
Job title: Partnership Development Manager Location of job role: Leeds Attractive Salary and Excellent Benefits Main purpose of The Partnership Development Manager: The Partnership Development Manager (PDM) provides the primary point of contact between Partners and Advisers who have recently exited transition as well as our more established Partners and Advisers. As such it is a significant role in our relationship with members of the Partnership, placing key responsibility on the PDM to ensure that Partners and Advisers carry out their activities representing St. James’s Place in an appropriate manner and maximise business potential. Key Responsibilities: Monitors and enhances the quality of advice provided by the St. James’s Place Partnership Responsible for managing the output and performance of the Partnership in line with our values Actively seeks information and understanding of a Partner’s or Adviser’s business. Takes responsibility for acquiring information Implements and maintains SJP systems to ensure that Partners and Advisers meet with the FCA’s objectives and the principles of good regulation Ensures that Partners and Advisers develop the knowledge and skills necessary to write, document and submit business within SJP guidelines and to required standards Keeps the Head of Business and Business Risk Manager up to date on key matters and risks that involve the Partner’s or Adviser’s business As and when required, undertakes National, Area and Location projects at the request of the Head of Business, Transition Director or the Partnership Directors Required Skills : Able to communicate at all levels Good analytical and decision-making skills Ability to work under pressure and meet deadlines Service oriented approach Ability to provide constructive feedback and coaching PC Literate - including Excel, Word & Outlook Required Technical Knowledge & Qualifications: Required to hold QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning or at least be very close Strong understanding of current FCA regulations Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. 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. 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. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start the conversation How we Reward You In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few. The Charitable Foundation We are extremely proud of The St. James’s Place Charitable Foundation. It is a grant-making charity where funds are raised and donated by the St. James’s Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed over £70 million to good causes operating in the UK and abroad. Awards We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser’ by readers of Money Pages and voted the City of London '2019 Wealth Management Company of the Year' .