Technical Consultant – Pensions Technical, Advice Guidance Pension

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: Bristol Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

We have 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, Protections and Investments queries as well as mentorship on our Investment Advice Guidance Framework.

Who are we looking for:

We are seeking a personable and reliable person who understands the importance of reputation and impact of valued support. You will be methodical, organised in your approach to work, have excellent attention to detail and have outstanding verbal and written english skills.

Responsibilities:

• Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments
• Support the Partnership with the Investments Advice Guidance Framework
• Accurately resolve and investigate technical queries
• Provide a technical query resolution service, via phons, email and Live Chat channels inline with Service Level agreements (SLA's)
• Provide valuable contributions to the Partnership regarding our products and services
• Personally contribute to the continuous improvement of the technical query resolution service that we provide to our Partnership

Special Requirements:

• Demonstrate good knowledge of Tax, Trusts Protections and Investment products, services and systems
• Qualified to Level 4 Qualifications and Credit Framework (QCF) and.or CII Diploma in Regulated Financial Planning or equivalent

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 careers@sjp.co.uk

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.

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