Advice Services Consultant - Cirencester, United Kingdom - St. James's Place

St. James's Place

Verified Company

Cirencester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 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:
Cirencester, Bristol or Edinburgh with hybrid working patterns

Employment Type: 9 month Fixed-Term Contract to perm

Senior Advice Services Consultant - Temp to Perm

Due to expansion and growth we have a brand new and exciting opportunity to join our Business Services and Advice Team.

On an initial 9-month contract with a possibility to become permanent. You will be responsible for carrying out reviews of St. James's Place Advice Services to meet our Consumer Duty requirements.

Working closely with the Product and Fund workstreams, you will raise concerns with the Heads of Advice Policy (for Pensions and Non-Pensions) and collaborate with key team members to ensure agreed actions are completed and implemented.

Who are we looking for:

An organised and methodical approach to work, excellent relationship building and influencing skills with the ability to challenge. A curios and inquisitive mind with a passion for providing excellent outcomes

Responsibilities:

Organise the advice services review workshop, summarise our outcomes to the Advice Committee who can agree the actions and priorities
Maintain and handle the Management Information (MI) dashboard and reporting that feeds into the Advice Committee
Write advice service reports which aids the annual board report
Coordinate the advice issues raised and ensure sufficient evidence is documented to meet regulatory expectations
Lead the development of the Route Cause Analysis (RCA) plan, setting out an appropriate programme of riskbased RCA reviews to Advice Committee and Risk Oversight Group for approval.
Lead the design and delivery of effective RCA reviews to analyse advice areas
Coordinating with key partners to identify root causes of client outcomes
Deliver the RCA plan on time and to a high standard.
Represent Advice Policy on relevant committees and steering groups as required to share findings from each RCA appropriately, including Distribution Risk and Vulnerable clients.

Special Requirements:

Qualified to a minimum CII Diploma is desirable
Demonstrable knowledge and/or experience in Consumer Duty will hold a distinct advantage
Experience in Route Cause Analysis within Financial Services is also desirable

What's in it for you?

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 fulltime equivalent) with the option to buy up to an additional 5 days holiday

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

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.

LI-HYBRID