Vulnerability and Client Assistance Consultant - Cirencester, United Kingdom - St. James's Place

St. James's Place
St. James's Place
Verified Company
Cirencester, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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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 solve 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 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:


  • 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.

Requirements:


  • 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

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


Reasonable Adjustments

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.

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