Cohort Coordinator
St. James's Place
Newcastle, England, GB
3d ago

Cohort Coordinator

Role Title : Cohort Coordinator

Location : Newcastle

A Cohort Coordinator is a vital support role and this is a great opportunity to start a career with St. James's Place Wealth Management.

Our Newcastle team are seeking someone to join them on an exciting journey to provide a first class service to all visitors, whilst providing support to Management in order for them to achieve all key Business objectives.

This is an excellent opportunity if you are looking for a varied client facing role with the scope to progress within the company.

What you’ll be doing :

As part of the Cohort support you will be required to undertake various administration tasks and deliver a positive experience to all visitors at the Location.

Diary management, appointment making, record keeping, and other ad hoc duties are required. You must have the ability to meet deadlines and prioritise workloads to make sure all work is completed in a timely manner.

It will be your responsibility to build relationships with your Managers and the wider team. You must use initiative and work on your own instinct to problem solve and answer queries.

Cohort Coordinators support the Management team to the highest standard and are the face of’ the St. James’s Place Locations.

We work as a team and individually to help meet Location goals and support Partners to meet theirs. We interact with Clients, Partners, Management and other teams within the company delivering an outstanding level of support and customer service.

Who we’re looking for :

  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
  • Understand both corporate and Location-based objectives.
  • Strong level of support to the Field Management Team.
  • Approach work positively with a can-do attitude and take responsibility for your tasks.
  • Intermediate computer skills with knowledge of the Microsoft packages.
  • Ability to work independently and use own initiative but to also work as a team and contribute.
  • Ensure quality is never compromised.
  • Deliver a first-class service in accordance with Office Admin standards.
  • Demonstrate excellent communication skills, internally and externally.
  • Display a professional appearance to maintain our company Brand.
  • Demonstrate excellent communication skills, internally and externally.
  • Take personal responsibility to deliver a solution.
  • Adhere to company security and health and safety policies.
  • Be an advocate for always improving and embracing change
  • Share best practise with your colleagues across the Area
  • Complete tasks to a high standard and to specified deadlines
  • Experience using SalesForce, FORstar & Avaya switchboard is preferred but not essential as training will be provided
  • Adhere to the Area’s behaviour’s Aspirational to be Exceptional
  • Owning development for the good of yourself development and SJP
  • Special Requirements :

  • You will be based at the Newcastle Location however occasional travel between the Northern locations may be required.
  • Location Newcastle Hours Full time Type Permanent Department Office Administration

    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.

    Flexible Working

    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.

    We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

    Our Rewards

    In joining us we aim to give peace of mind for you and your loved one’s futures. 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 :

  • Non-Contributory Pension 10% (increasing with length of service) with further pension matching
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Share schemes that enable all employees to have a stake in SJP
  • Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave.
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement increasing with length of service (with the option to buy an additional up to 5 days
  • Cycle to work scheme
  • Employee Volunteering
  • Our Culture

    St. James’s Place has a long tradition of community support and looking to do the right thing. As a business in 2019 we gave 4.

    4% of our profit before tax to community activities and the Tortoise Responsibility100 Index (January 2020) showed us to be the second most generous FTSE100 company by community investment for very £1,000 earned.

    Over 96% of our group employees are involved in supporting our communities and good causes. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 6th largest UK corporate foundation.

    Through the matching St. James’s Place gives on all donations our Charitable Foundation distributed over £12m in 2019.

    We are proud of our inclusive culture, a space for everyone to be their authentic self, no compromises. We are active members of :

    30% Club

    The Diversity Project

    Disability Confident

    Find out more : https : / / / careers / life-at-sjp

    Our Awards :

    We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards :

    Wealth Management Company of the Year' at the City of London Wealth Management Awards 2020

    Best Benefits Launch’ award, awarded by Reward Gateway 2019

    Best Wealth Manager Growth Portfolio' at the Wealth Advisor Awards for 2019

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