Private Client Financial Planning Assistant - 9 Month FTC

  • Cirencester
  • 02/09/2022
  • Fixed Term Contract

Job Overview

Job Type
Fixed Term Contract
Date Posted:

Additional Detail

Job ID
Job Views
Work Location
Remote and/or Onsite

Job Description

Location: Cirencester/Hybrid

The main purpose of this role is to support the Private Client Advice Team with the day-to-day activities that are required for us to deliver a first-class service to our Partners, primarily through workflow management, case allocation, assistance with advice proposals and supporting Partners and team members around the preparation of documentation and submission of business.

What you’ll be doing:

  • Draft bespoke client facing advice proposals
  • Prepare trust documentation and assist the Partners and team members with the submission of business
  • Provide management information, extracting this from our CRM system and spreadsheets
  • Produce investment performance data using spreadsheet and analytic tools
  • Produce illustrations using existing systems and tools
  • Update Peer Review spreadsheet and files
  • Deal with ad-hoc MI requests as required
  • Act as a point of contact within the team for drafting of advice proposals
  • Undertake and manage projects to support existing Private Client business such as IHT 100 reporting requirements

Who we’re looking for:

  • Proficient in Microsoft Outlook, Word, PowerPoint and Excel
  • Good analytical skills and ability to interpret data to create meaningful charts and MI
  • Exhibit 'investigative thinking’ when presented with a situation where the solution isn’t immediately obvious
  • Good attention to detail 
  • Excellent inter‐personal skills, both written and verbal
  • Have an understanding of the high net worth market space and appreciate the importance of exercising discretion and operating confidentially
  • Able to develop and maintain good working relationships – both internally and externally - to provide an efficient and effective service
  • Proactive and flexible in approach to work and pragmatic in decision making
  • The job holder will, after training, require a good working knowledge of our CRM system and the range of product solutions offered by St. James’s Place, in order to identify potential errors and anomalies in MI reporting. They will be required to support the MI reporting cycles, data input & case management, and processes required to produce reports. 

Special Requirements:

  • Experience: Experience within a financial services role with current knowledge of financial services and financial planning is desirable

Flexible Working

We know that everyone works best in different ways, at different times and in different environments. We value all of our employees and appreciate that everyone is different, and at different stages within their career. Recognising this, 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.


Why work for us?

Our Rewards

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.
  • Best in class terms and conditions including 6 months paid maternity and paternity leave.
  • Private Medical and Dental Insurance 
  • 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy an additional up to 5 days
  • Discretionary bonus scheme dependent on company and personal performance, varied by level

*Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)

Our Culture

Our culture is the glue that binds us together - It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.

We want to embrace diverse backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.

In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate charity in UK.

SJP are delighted to have signed The Armed Forces Covenant, and we are active members of LGBT Great, 30% club, The Diversity Project, Disability Confident and more! Find out more:

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 Manager of the Year – Growth Investor Awards 2021
  • Best Wealth Manager – Shares Awards 2021
  • Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards 2020
  • Top 75 Employer - Social Mobility Foundation Employer Index 2021

To find out more visit:

We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.

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