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    Client Specialist - United Kingdom - St. James's Place

    St. James's Place
    St. James's Place United Kingdom

    3 weeks ago

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    Description

    St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible business choices at the heart of everything we do. Webelieve in the value of difference and know that diverse teams can help usproblem solve and innovate for clients.

    We look for people to join SJP to make animpact and to contribute to our culture which is based around long termrelationships, doing the right thing, and being the best version of ourselves.

    Location: Cirencester head office, 2 days per week and 3 days remote

    Workplace Type: Hybrid

    Employment Type: Permanent, full time, 35 hours per week

    Seniority: Mid-Senior Level

    Due to expansion and growth we have new permanent opportunity to join our Client Service Team. The role is to coordinate our team of Client Service Associates and the activity relating to Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients.

    You will lead our team of Client Associates and provide guidance and information to our Partners, the wider business and our clients regarding the process and parameters of our policies. This guidance will ensure the needs of our clients are met, whilst balancing the obligations of the Partnership as set out within our Consumer Duty and Ongoing Advice policies.

    Who are we looking for:

    A confident communicator, with excellent written and verbal skills, a tenacious and pragmatic approach to work, who enjoys a supportive and adaptable work environment. A confident relationship builder and team motivator, with a passion for getting things right.

    Key Responsibilities of the Job:

    • To lead the OAC team, who are responsible for upholding our OAC switch off / switch on processes.
    • To review, validate and refer Instructions relating to Ongoing Advice Charges
    • To provide guidance and information regarding our Ongoing Advice policy
    • To Ensure meaningful MI Is recorded and analysed
    • To be Involved In leading the review of processes associated to OAC activity, to identify and progress efficiencies Including automation
    • Maintain a close working relationship with our administration centre and other business areas across SJP

    Requirements:

    • Strong communication skills, both written and verbal
    • Leading or managing a team
    • Good IT literacy, including Excel, Word, Outlook, SharePoint, Salesforce, Teams, Zoom and PowerPoint
    • Experience in an administration position and/or Financial Services will hold an advantage

    What's in it for you?

    • PrivateMedical paid for by Company.
    • Meaningfulprotection benefits with real value, such as 10X life cover, PHI, andcritical illness.*
    • Non-ContributoryPension – 10% (increasing with length of service up to 15%) with furtherpension matching.
    • Parentalleave – 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 indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation

    Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.

    Reasonable Adjustments
    We're anequal opportunities employer and want to ensure our recruitment process isaccessible and inclusive for all, if you require reasonable adjustment(s) atany stage please let us know by emailing us at

    What's next?

    Our team will be in touch. As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.

    #J-18808-Ljbffr
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