- Plan and deliver monthly content for Masterclasses, Vulnerability Matters Newsletter, Business Improvement Newsletter and other media
- Support our Partnership and other business queries through the Vulnerability Mezzanine service – providing consultancy and coaching support to resolve queries
- Act as point of contact for queries from the business and the Vulnerability & Client Assistance Team
- Create MI and Data Packs, identifying trends, exceptions and critical issues to distribute accordingly.
- Chair the Vulnerability Awareness Group – bringing together champions from around the business to voice great ideas and raise challenges
- Attend the Vulnerability Advisory Panel, using the group to test ideas and changes.
- Host Field Management Team (FMT) Roundtables and working groups and act as main consultant for FMT queries.
- Be a great partner with third parties who provide support in relation to vulnerability.
- Lead on our vulnerability projects – ensuring delivery within time, risk and budget.
- Working with Vulnerable Clients
- Demonstrable knowledge of the Finance Conduct Authority (FCA) Vulnerable Client Outcomes and Consumer Duty
- Experience of leading and creating working groups and committees
- 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
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Vulnerability and Client Assistance Consultant - United Kingdom - St. James's Place
Description
Vulnerability and Client Assistance Consultant
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 Office, 2 days in office and 3 days remote
Workplace Type: Hybrid, Full Time
Employment Type: 12 month Fixed-Term Contract
Seniority: Mid-Senior Level
We have a fantastic 12-month opportunity for a dedicated and capable Consultant to join our Business Improvement Team in the Technical Connection Division with the possibility of becoming permanent for the right person. Working within the Vulnerability & Client Assistance Team, you will provide consultancy and technical support to the Partnership and wider Business to help drive education and awareness of clients in vulnerable circumstances – a key Financial Conduct Authority (FCA) initiative.
Who are we looking for:
Someone with a passion for providing the highest levels of support and delivering exceptional service. A leader, mentor or a passion for coaching and helping others. A confident influencer with a certain amount of gravitas for presenting ideas.
Responsibilities:
Requirements:
What's in it for you?
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.
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