Trainee Technical Adviser

5 months ago

Edinburgh, 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 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**: Edinburgh Office

**Workplace Type**: Hybrid

**Employment Type**:Permanent

**Seniority**:Associate

Due to expansion and growth we have a fantastic opportunity for a Trainee Technical Adviser to join our Technical Connection Division. Where you will provide valuable support and contributions for our Partners and Clients.

Who are we looking for:
A confident communicator, with a passion for learning and development. An inquisitive and curious approach to work, who enjoys helping others.

You will learn how to:

- Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments and Pensions
- Provide technical support to the Retirement and Holistic Planning team
- Administration and technical support on Techlink through periods of rotation in the team
- Personally contribute to the continuous improvement of the technical query resolution service
- Accurately resolve technical queries received via a variety of channels
- Support the delivery of core service as required
- Personally display and evidence adherence to the SJP Culture and Values

Special Requirements:

- Hold or willing to work towards a Financial Planning Diploma
- Solid understanding of Microsoft Office Packages
- Excellent written and verbal English skills

**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

**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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