Coordinator - Advice Policy

6 months ago

Cirencester, United Kingdom St. James's Place Full time

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 Head office 2 days per week and 3 days remote

**Employment Type**: 9 month Fixed-Term Contract

**Coordinator**

We have an excellent opportunity for a brand-new Coordinator to join our expanding Advice Policy Team on a 9month contract with strong intent to become permanent. You will be an integral member of the team, responsible for providing professional support and co-ordination to the team administration and system maintenance that contributes to the delivery of any changes and improvements to our advice across St. James’s Place and the Partnership.

**Who are we looking for**:
An organised and detailed oriented person, who enjoys following and implementing new ways of working and taking things from start to finish. Fantastic interpersonal skills with a creative flare for crafting new documents and confidence in dealing with a variety of people.

**Responsibilities**:

- Work with our Advice Policy Team in the execution, and implementation of our advice tools and systems
- Support the maintenance and development of our systems and Suitability Letter Tools
- Support our Head of Advice Policy (Pensions and Non-Pensions) in the development of our Advice Assistant Tool
- Ensure our suite of documentation that supports our Partnership in delivering good client outcomes remains up to date
- Support with the management of Partnership and internal queries. Where appropriate own and resolve queries and collaborate closely with senior colleagues
- Record and track discussions and decisions of our key governance committees as part of our adherence to Consumer Duty.
- Build effective and influential relationships with key stakeholders around the business to progress projects and achieve deadlines.

**Special Requirements**
- Financial Services Products and Solutions (LP2) Qualification is desirable
- Proficiency in Microsoft Tools i.e. Word, Excel, Outlook and PowerPoint
- Willingness to travel on the rare occasion to attend workshop or training
- Outstanding written English and communication

**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 full-time 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.

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