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St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location: London. This role requires a large amount of travel as the majority of the role is Partner Facing.
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
This role requires QCF Level 4 qualification, eg CII Diploma in Regulated Financial Planning or be close to completion.
The main purpose of this role is to provide the primary point of contact between SJP and Partners and Advisers who have recently exited Academy but have yet to become “established”.
You will undertake the regulatory responsibility of ‘Nominated Supervisor’ for a team of Partners and Advisers and ensure they are retained, supported, coached and developed in all relevant areas.
What you’ll be doing:
- Taking responsibility for managing the output and performance of G&D Partners and Advisers, supporting new business growth, inspiring and encouraging strategy and growth of the business infrastructure.
- Actively seeking information and understanding of a G&D Partner or Adviser’s business, taking responsibility for acquiring information, analysing it, and identifying business/personal development requirements.
- Ensuring that G&D Partners and Advisers develop their knowledge and skills to write, document and submit business within SJP guidelines ensuring excellent client outcomes at all times.
- Monitoring and enhancing the quality of advice provided to ensure that SJP is meeting the FCA’s TCF Outcome Four – where consumers receive suitable advice that reflects their needs, priorities, and circumstances
- Using Business Checking feedback, MI, audit information and trend analysis, maintain a clear understanding of each Partner’s and Adviser’s business and address any issues.
We are looking for someone who has CII Level 4 Diploma or is close to completion and the following:
- Excellent rapport and relationship building skills that enable impact and influence in the Partnership and wider SJP.
- Strong analytical and decision-making skills underpinned by informed sound judgement.
- Ability to organise time and workload and meet deadlines.
- Good client outcomes and service orientated approach.
- Excellent coaching and development skills to support individuals in growing their skills.
Special requirements:
Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.
What's in it for you?
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!
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.
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]
What's next?
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.
