Client Liaison Consultant
6 months ago
Who we are
People have always been at the heart of St. James’s Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially. These core values have enabled us to become a leading FTSE 100 Wealth Management company.
**Location**: Bristol Office
**Employment Type**: Permanent
**Client Liaison Consultant**
**Role overview**:
We an opportunity for a Client Liaison Consultant to provide technical expertise to the Client Liaison division in responding to and learning from clients’ complaints about advice, service or product-related issues and ensuring appropriate client outcomes.
**Who we’re looking for**:
**Responsibilities**:
- ** **Provide accurate and effective technical support to the Client Liaison division in its handling of complaints.
- Act as quality gatekeeper, protecting the SJP brand, by carrying out quality checks on complaint investigations.
- Act as a point of contact for other team members to discuss complex technical and sensitive cases.
- Maintain and develop the complaint handling approach for Client Liaison.
- Deliver training for Client Liaison staff, meeting needs identified by managers.
- Occasionally take a lead on or oversee the investigation of sensitive and high-profile complaints, ensuring these are handled sensitively and promptly.
**Requirements & Qualifications**:
- Strong technical knowledge in at least two of the following areas: life, pension, investment or mortgage products, trusts/IHT planning.
- Calm and level-headed when handling difficult and emotive situations.
- PC Literate - including Excel, Word, Outlook.
- Ability to prioritise workload, work under pressure and meet deadlines.
- CII Level 4 Diploma in Financial Planning (or equivalent).
**Desired Skills and Qualifications**:
- Several years’ experience of regulated complaint handling within the financial services industry.
- Significant experience of dealing with complex complaint investigations, pension transfers, IHT planning.
- CII Level 6 Chartered Status or desire to study towards (preferred but not mandatory).
**Flexible Working**
We understand that employees work best in different ways, at different times and in different environments. We value all of our employees and appreciate that everyone is unique, and at one of many stages within their career. Recognising this, 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 where it can be accommodated, so please ask the question and start a conversation
**Why work for us?**
**Our Rewards**
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including:
- Non-Contributory Pension - 10% (increasing with length of service) with further pension matching
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
- Best in class terms and conditions including 6 months paid parental leave.
- Private Medical and Dental Insurance
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
- Discretionary bonus scheme dependent on company and personal performance, varied by level
- Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)
**Our Culture**
Our culture is the glue that binds us together - It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.
We want to embrace a diverse group of backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.
In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate charity in the UK.
**Our Awards**:
We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:
- Wealth Manager of the Year - Growth Investor Awards 2021
- Best Wealth Manager - Shares Awards 2021
- Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards 2020
- Top 75 Employer - Social Mobility Foundation Employer Index 2021
#LI-REMOTE
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