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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: Cirencester or Bristol 2 days per week and 3 days remote
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Associate
Technical Services Adviser
We have a fantastic opportunity for a Technical Services Adviser to join our Technical Services Division where your main responsibilities will be supporting our partnership with Tax, Trust, Protection and Investment queries.
Who are we looking for:
We are seeking a reliable person who understands the importance of reputation and impact of valued support. An excellent communicator that is confident explaining technical information to the Partnership. You will be methodical, organised in your approach to work, have excellent attention to detail and have outstanding verbal and written English skills.
Key Responsibilities:
- Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments, and navigating the Advice Guidance Framework
- Accurately investigate and resolve technical queries via phones, email and Live Chat in line with Service Level agreements (SLA's
- Personally contribute to the continuous improvement of Technical Services and the service that we provide to our Partnership
- Willing to support small scale projects within the division
Special Requirements
- Demonstrate good knowledge of Tax, Trusts Protection and Investment products, services and systems
- Qualified to CII Level 4 Diploma in Financial Planning or equivalent
What's in it for you?
- Private Medical - up to family cover paid for by Company– via BUPA.*
- 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.
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.
