- Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments and Pensions
- Provide technical support to the Retirement and Holistic Planning team
- Administration and technical support on Techlink through periods of rotation in the team
- To provide technical query resolution service, via phones, ASK, email and Mezzanines, adhering to agreed standards, to Partners and PSS to agreed service levels.
- Personally contribute to the continuous improvement of the technical query resolution service
- Accurately resolve technical queries received via a variety of channels
- Support the delivery of core service as required
- Personally display and evidence adherence to the SJP Culture and Values
- Hold or willing to work towards a Financial Planning Diploma
- Solid understanding of Microsoft Office Packages
- Excellent written and verbal English skills
- 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
Trainee Technical Adviser - Cardiff, 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: Edinburgh Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Associate
Due to expansion and growth we have a fantastic opportunity for a Trainee Technical Adviser to join our Technical Connection Division . Where you will provide valuable support and contributions for our Partners and Clients.
Who are we looking for:
A confident communicator, with a passion for learning and development. An inquisitive and curious approach to work, who enjoys helping others.
You will learn how to:
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