- To review, validate and refer instructions relating to our Advice Charges
- To provide guidance and information regarding our Ongoing Advice policy
- Ensure meaningful management information is coordinated and recorded
- Be part of the review processes associated with Advice Charges, to identify and promote efficiencies, including automation and efficiency
- Maintain a close working relationship with our administration centre and other business areas across SJP
- Strong communication skills, both written and verbal
- 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
- 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
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Client Services Associate - United Kingdom - St. James's Place
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 Office 2 days per week and 3 days remote
Workplace Type: Hybrid
Employment Type: Permanent, 35 hours per week
Seniority: Associate
Due to expansion and growth we have created 2 new permanent opportunities to join our Client Service Team. The role is to coordinate activity relating to Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients. This will be on an ad-hoc basis (Partner / client led) and on a scheduled basis (SJP led). This is to ensure instructions are validated, we hold sufficient documentation to evidence the client is aware of the activity, and it is being undertaken in the clients' best interest.
You will also provide guidance and information to our Partners, the wider business and, as necessary, clients directly regarding the process and parameters of our policies. This guidance will need to ensure the needs of our clients is 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. You will enjoy taking projects from start to finish and understand the importance providing a first class customer service
Key Responsibilities of the Job:
Requirements:
What's in it for you?
*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.
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