Technical Connection Consultant - Pensions
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 or Bristol Locations 2 days per week and 3 days remote
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
Technical Services Adviser
Due to internal movement, we have an exciting opportunity for a Technical Services Adviser to join our Technical Connection Division. The main purpose of the role is to provide support to the Partnership regarding Pensions.
Who are we looking for:
We are seeking a reliable person who understands the importance of reputation and impact of valued support. An excellent communicator that is confident explaining technical information to the Partnership. 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 Pensions and navigating the Advice Guidance Framework.
- Actively investigate and resolve technical queries via phones, email and Live Chat in line with Service Level agreements (SLA's
- Personally display and evidence adherence to the SJP Culture and Values
- Personally contribute to the continuous improvement of Technical Services and the service that we provide to our Partnership
- Willing to support to small scale projects within the division.
Special Requirements:
- Demonstrate good knowledge of Pension products, services and systems
- Qualified CII Level 4 Diploma in Financial Planning or equivalent.
What's in it for you?
- 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
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
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!
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
Reasonable Adjustments
We're an
equal opportunities employer and want to ensure our recruitment process is
accessible and inclusive for all, if you require reasonable adjustment(s) at
any stage please let us know by emailing us at [email protected]
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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