Relationship Management Apprentice

  • 07/12/2022
  • £18155.00 /yearly
  • Apprenticeship

Job Overview

Job Type
£18,155 yearly
Date Posted:

Additional Detail

Job ID
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Job Description

If the link to apply for no longer works this may be because the job opportunity has closed early. 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.

School Leaver Apprenticeship Programme 2023

Relationship Management Apprentice

Location: Cirencester Office

Start Date: September 2023

Salary: £18,155

Apprenticeship Level: Level of Qualifications will vary depending on career pathway

Selection Process: Online Application form | Video Interview | Assessment Centre

St. James’s Place is a leading, and highly regarded, FTSE 100 UK company.  We distribute a range of investment and retirement products and financial solutions to individuals, businesses, and trustees through our dedicated network of advisers – the Partnership. Our client funds under management currently stand at over £154bn. We are a home for people who care about the future – financially, environmentally, and socially.  Our ambition is to cultivate and nurture your talent to give you the confidence to find the right career path for you.

Your Opportunity

Our Apprenticeship Programme is a fantastic alternative to university and a unique opportunity to complete a funded and supported qualification whilst you work within one of our divisions, gaining both valuable work experience and ongoing training as well as immersing yourself in our inclusive and collaborative culture.

As you start your career, we recognise that developing your professional and soft skills is equally important to your future success and so have a curriculum of skills development throughout the programme.  At the end of the programme, you will be offered a role within your division (subject to meeting our performance criteria).

This structured development path is delivered alongside support from your line manager and the wider business.

**Please note that the application deadline for this vacancy is 31st January 2023 but we will be reviewing applications on a rolling basis, so may close the vacancy early if we receive sufficient applications.  Early applications are therefore advised.**

NB: Assessment centre for this vacancy will be run on the following date 22nd February so please ensure you are provisionally available to attend

The Apprenticeship Programme in the Development and Technical Consultancy Division:

The Development and Technical Consultancy Division is made up of 5 key areas - Mortgages, Later Life Planning, Asia Third Parties, SJP Protection Planning and Operations & Communications.

The Apprentice will rotate between each of these key areas assisting with various tasks such as liaising with external companies and Internal stakeholders, project management, business development or risk management. There would also be an opportunity to set a 'Business Improvement project' to showcase a recommendation for business change which could improve efficiency/reduce cost etc.

You will work towards a professional qualification such as Business Administration, Financial Planning or similar.

Within this business area there could be an opportunity to progress into a Junior Relationship Manager, Risk Management, Mortgage Support Adviser or Project Management Assistant role.

Key Responsibilities: 

- Relationship management meetings. This could involve shadowing, taking minutes and monitoring those actions to completion
- Monitoring the progress of queries from Partners which have been escalated to external providers from Relationship Managers
- Ensuring literature changes are reviewed and implemented in line with set deadlines
- Basic technical support for mortgage helpline e.g., licencing queries
- Assisting with the organisation of events, this can include finding venues, booking speakers, marketing, attending the event to provide support on the day (these will be away from head office)
- Liaising with external providers to obtain MI (management information) and due diligence documentation to meet set deadlines
- Supporting projects Involving a range of matters such as onboarding new providers, onboarding new products from existing providers, risk assessments, ongoing due diligence, Implementation of new systems

Requirements of the Job:

Job Knowledge:

There is no specific pre-existing job knowledge required for this role. Knowledge of Power BI would be desirable but is not essential and will be developed once in the role.

Transferable skills required:

- Working knowledge of MS Office Applications, PowerPoint, Word, Outlook and Excel would be beneficial
- Interpersonal skills
- Communication skills (verbal and written)
- Telephony Skills (desirable)

Problem Solving:

- Ability to demonstrate independent thinking to find a solution within a specified process
- High attention to detail, with the ability to spot trend, patterns, and errors. Also, decision-making with a combination of understanding the 'why' of a process and pragmatic thinking to get to the right solution for all parties. 

Nature and Scope of Impact:

The Development & Technical Consultancy division look after the majority of relationships between SJP and external providers. Our Partners use these providers to deliver holistic wealth management advice to their clients. The Apprentice will therefore have a direct Impact on the organisation due to assisting with managing risks and assisting providers to promote their services to Partners, which in turn enables them to provide a high-quality service to clients.

Interpersonal Skills:

Ability to communicate effectively (In writing, via telephone and both face to face and virtual meetings), to manage conflicts effectively and constructively, and to be able to demonstrate empathy.

Special Requirements:

This role is based in Cirencester - we operate a hybrid d working approach, with an expectation to attend the office on a regular basis, with Wednesday as a core office day. There will be occasional travel, up to every 2/3 months to other UK locations

Qualifications Required:   

Majority of our qualifications are a Level 3 or above therefore our minimum requirements are to have GCSEs in Maths and English Language Grade C (4) or above and a minimum of 2 A Levels or equivalent unless you have extenuating circumstances, therefore, please notify us of this during your application.

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 and 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:

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