- Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments, and support the Partnership with the Investments Advice Guidance Framework
- Accurately resolve technical and advice queries received via phone, email and other digital media within agreed service levels.
- Drive continuous improvement of the technical query resolution service through liaison with various departments to develop systems and tools to support the Partnership in resolving their queries in the most efficient way.
- Provide tailored presentations to potential and existing Partners to enable them to be the best and most productive that they can be.
- Consult on custom complex queries as part our round table
- service (a service that Partners book for longer more detailed queries), acting as the subject expert.
- Take a high degree of personal responsibility for maintaining awareness and improving own technical knowledge in the Financial Services and Wealth Management sector, SJP products/processes/system knowledge as well as service skills.
- Lead development for colleagues through the delivery of training in line with the Pathway to Competency to ensure the continuation of a high standard of service in the team.
- Draft and technically sign off the development, launch and maintenance of supporting technical/advice framework content and material for distribution to the Partnership through selected media ( Techlink articles, Partnership websites).
- Act as a subject matter export on projects within the division and wider company that we provide to our Partnership.
- Demonstrate good knowledge of financial services evidenced by relevant experience
- Qualified to CII Level 4 Diploma in Financial Planning
- 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
Technical Connection Consultant - Cirencester, 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 or Bristol Location 2 days per week and 3 days remote
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
We have fantastic opportunity for a Technical Services Consultant to join our Technical Services Division, where your main responsibilities will be supporting our partnership with Tax, Trust, Protection and Investment queries.
Personal Skills
This role involves liaising and interacting with multiple teams, such as Technical Connection Limited, Business Development & Advice, Partnership Support and Admin Centres, in addition to all Partner practices.
As such, you will be required to communicate clearly and effectively to ensure adequate understanding of answers to queries and ultimately deliver the objectives for the Technical Connection division.
You will need to be a good listener, thoughtful and analytical, and be able to convey complex information clearly on a daily basis through all media and to all levels including peer group, Senior Management, Partners and Partner Support Services
Key Responsibilities
Personal Skills
This role involves liaising and interacting with multiple teams, such as Technical Connection Limited, Business Development & Advice, Partnership Support and Admin Centres, in addition to all Partner practices.
As such, you will be required to communicate clearly and effectively to ensure adequate understanding of answers to queries and ultimately deliver the objectives for the Technical Connection division.
You will need to be a good listener, thoughtful and analytical, and be able to convey complex information clearly on a daily basis through all media and to all levels including peer group, Senior Management, Partners and Partner Support Services
Special 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