Business Processing Specialist

Posted 2 May by St. James's Place Wealth Management Easy Apply Featured

The main purpose of the role is to act as a point of contact and subject matter expert for all matters relating to business submission, promoting efficiencies within a Partner practice and ensuring appropriate client outcomes are achieved.

This role will require travel within Exeter and the South West.

Key Responsibilities:

Legal and Regulatory Responsibilities

  • Support members of a Partner practice in the business submission process, acting as a subject matter expert and promoting best practice

  • Work closely with the Partner and their practice members to understand needs, deliver support and maximise business efficiencies

  • Help maintain SJP’s unique reputation and act in accordance with Company values

  • Develop relationships with key contacts across the business including third party Administration Centres


  • Work closely with Partnership Development Managers and Business Risk Managers to help create con?dence when submitting business

  • Produce recommendations to further enhance the submission process and client experience

  • Take ownership and responsibility for communicating changes to the submission process


  • Ensure personal skills and knowledge levels are kept up ­to ­date and improved on an ongoing basis to perform the tasks and functions of the role

  • As a member of the Field Management Team, contribute to the development of Location policies and actively supports their implementation

  • Aid and support the Head of Business in the achievement of key Location objectives

  • Demonstrate a willingness to work towards professional qualifications

  • Carry out all business with integrity and professionalism.

    Required Skills:


  • Detailed understanding of the submission process including iBusiness and Electronic Business Submission

  • Develop a detailed understanding of the administration processes across outsourced providers

  • Attention to detail with the ability to identify solutions and influence change

  • Analyse MI and deliver appropriate training and development to a Partner practice

  • Strong desire to drive improvements to the Partner and client experience

  • Strong ability to build relationships across the business

  • Requirement to be self-motivated with a desire to drive improvements across the area

  • Excellent verbal and written communication skills

  • Strong presentation skills

  • Ability to manage time/diary effectively


  • Wider knowledge of SJP / Admin systems is desirable

Special Requirements:

The primary focus of the role is to support the Partnership and Practice Support Staff across the South West. Therefore, a willingness to travel is a key requirement.

How we Reward You

In addition to an attractive salary you will also receive a number of excellent benefits including a non-contributory pension, private medical insurance, life assurance, a share incentive plan, bonus sacrifice arrangements to name but a few.

The Foundation

We are extremely proud of The St. James’s Place 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 in excess of £54 million to good causes operating in the UK and abroad.


We have received much recognition for the high quality of advice and service we provide to our clients. Most recently, this has included being voted the: '2017 Best Private Client Investment Manager'by readers of Wealth Adviser magazine; 'Best Financial Advisor’ atThe Personal Finance Awards’and the 2017 City of London ' Wealth Management Company of the Year'. We are also the current holders of the 'Britain’s Most Admired Companies Award’ within our sector.

How to Apply

To apply for this role please click on the Apply button below.

Required skills

  • Administrative
  • Business Process

Reference: 34682105

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