Advice Services Consultant

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, Bristol or Edinburgh with hybrid working patterns

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

**Senior Advice Services Consultant - Temp to Perm**

Due to expansion and growth we have a brand new and exciting opportunity to join our Business Services and Advice Team. On an initial 9-month contract with a possibility to become permanent. You will be responsible for carrying out reviews of St. James’s Place Advice Services to meet our Consumer Duty requirements. Working closely with the Product and Fund workstreams, you will raise concerns with the Heads of Advice Policy (for Pensions and Non-Pensions) and collaborate with key team members to ensure agreed actions are completed and implemented.

**Who are we looking for**:
An organised and methodical approach to work, excellent relationship building and influencing skills with the ability to challenge. A curios and inquisitive mind with a passion for providing excellent outcomes

**Responsibilities**:

- Organise the advice services review workshop, summarise our outcomes to the Advice Committee who can agree the actions and priorities
- Maintain and handle the Management Information (MI) dashboard and reporting that feeds into the Advice Committee
- Write advice service reports which aids the annual board report
- Coordinate the advice issues raised and ensure sufficient evidence is documented to meet regulatory expectations
- Lead the development of the Route Cause Analysis (RCA) plan, setting out an appropriate programme of risk-based RCA reviews to Advice Committee and Risk Oversight Group for approval.
- Lead the design and delivery of effective RCA reviews to analyse advice areas
- Coordinating with key partners to identify root causes of client outcomes
- Deliver the RCA plan on time and to a high standard.
- Represent Advice Policy on relevant committees and steering groups as required to share findings from each RCA appropriately, including Distribution Risk and Vulnerable clients.

**Special Requirements**:

- Qualified to a minimum CII Diploma is desirable
- Demonstrable knowledge and/or experience in Consumer Duty will hold a distinct advantage
- Experience in Route Cause Analysis within Financial Services is also desirable

**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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