Technical 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 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

Workplace Type:
Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority:
Mid-Senior Level

We have fantastic opportunity for a Technical Services Consultant to join our Technical Services Division on an initial 12 month Contract where your main responsibilities will be supporting our partnership with Tax, Trust, Protections and Investments queries as well as mentorship on our Investment Advice Guidance Framework.

Who are we looking for:
We are seeking a personable and reliable person who understands the importance of reputation and impact of valued support.

You will be methodical, organised in your approach to work, have excellent attention to detail and have outstanding verbal and written English skills.

Responsibilities:

Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments
Support the Partnership with the Investments Advice Guidance Framework
Accurately resolve and investigate technical queries
Provide valuable contributions to the Partnership regarding our products and services
Personally contribute to the continuous improvement of the technical query resolution service that we provide to our Partnership

Special Requirements:

Demonstrate good knowledge of finance products, services and systems
Qualified to Level 4 Qualifications and Credit Framework (QCF) and or CII Diploma in Regulated Financial Planning or equivalent

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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