Client Liaison Consultant
4 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
-
Consultant in Liaison Psychiatry
4 months ago
Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full timeThis is a new substantive 10 PA Consultant Liaison Psychiatry post. It is funded by UHBW in recognition of the service demands on the department of Liaison Psychiatry. It is embedded in a longstanding Liaison Psychiatry team, which itself is funded by both UHBW and Avon and Wiltshire Mental health Partnership trust, the local mental health trust. The service...
-
Resident Liaison Officer
3 months ago
Bristol, United Kingdom ATK SOLUTIONS Full time**Resident Liaison Officer** **About the company**: Our client is a multidisciplinary, result driven property consultancy, offering Building Consultancy, Planning, Commercial and Residential property services nationwide. They build their teams with a key focus on quality and a proven track record of delivering projects to a high standard. This has helped...
-
Client Liaison
2 weeks ago
Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full timeAbout the Company:A leading recruitment agency based in Bristol, providing a UK-wide service to clients and candidates alike. With over 10 years of experience, they have established themselves as one of the top recruitment companies in their field, known for their exceptional service and rapid growth.The Role:We are seeking a skilled Delivery Consultant to...
-
Client Liaison Manager
1 week ago
Bristol, Bristol, United Kingdom 9-2-3 JOBS Full timeAbout 9-2-3 JOBSWe are a dynamic and innovative companyspecialising in managing properties through booking platforms.Full-timeRemote roleSalary £31-33 based on experience, plus performance-based bonusWorking Hours: 40 hours, Monday to FridayAble to travel to various locations in the South West regionAbout the RoleWe are seeking a highly skilled and...
-
Client Liaison Manager
1 week ago
Bristol, Bristol, United Kingdom 9-2-3 JOBS Full timeAbout 9-2-3 JOBSWe are a dynamic and innovative companyspecialising in managing properties through booking platforms.Full-timeRemote roleSalary £31-33 based on experience, plus performance-based bonusWorking Hours: 40 hours, Monday to FridayAble to travel to various locations in the South West regionAbout the RoleWe are seeking a highly skilled and...
-
Environmental Consultant
2 days ago
Bristol, United Kingdom Client Full timeEnvironmental Consultant (Renewable Energy) 1 Year Contract £40,000 - £50,000 + Bonus + Car Allowance + Holidays (28 plus banks) + Private Healthcare Bristol - Hybrid Are you from Environmental Impact Assessment background? With a keen interest in the Renewables / Power Generation sector.This is a fantastic opportunity to join a global renewable energy...
-
Insurance Client Liaison
7 days ago
Bristol, Bristol, United Kingdom AON Full time{"About the Role": "As a Client Manager at Aon, you will be responsible for managing the service provided to clients, ensuring the highest level of service to each assigned client is in line with the agreed client service tools. You will identify and introduce Aon's products and services to meet the client's needs and understand and communicate each Client's...
-
Insurance Client Liaison
7 days ago
Bristol, Bristol, United Kingdom AON Full time{"About the Role": "As a Client Manager at Aon, you will be responsible for managing the service provided to clients, ensuring the highest level of service to each assigned client is in line with the agreed client service tools. You will identify and introduce Aon's products and services to meet the client's needs and understand and communicate each Client's...
-
Trainee Recruitment Consultant
3 weeks ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant (No Experience Required) Bristol City Centre - Hybrid working once trained!Excellent Salary + Uncapped Commission Structure (Up to 40% on invoice) + Industry Leading Technology/Systems + Unlimited Progression + Excellent Training + Great Company Culture Are you looking to join a global technical recruitment company, offering...
-
Trainee Recruitment Consultant
5 days ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant (No Experience Required) Bristol City Centre Excellent Salary + Uncapped Commission Structure (Up to 40% on invoice) + Industry Leading Technology/Systems + Unlimited Progression + Excellent Training + Great Company Culture Are you looking to join a global technical recruitment company, offering ones of the best commission...
-
Trainee Recruitment Consultant
4 weeks ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant£24,000 - £25,000 +Uncapped Commission (10-40%) OTE: Year 1 £40k+ // Year 2 £65k+Bristol City Centre Start dates: Flexible 2024Are you looking for a rapidly growing business with endless opportunity, clear progression routes to management and international expansion? Are you financially motivated and looking for a...
-
Permitting Manager
3 weeks ago
Bristol, United Kingdom Client Full timePermitting Manager (Town Planning - Renewables)Bristol£50,000 - £60,000 + Up to 30% Bonus + Company Vehicle + Hybrid Role + Specialist Training + Wellness BenefitsThis is an excellent opportunity for someone with experience or a strong interest in the renewables sector to join one of Europe's fastest growing renewable energy providers as they expand...
-
Trainee Recruitment Consultant
3 weeks ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant (No experience required)£24,000 - £25,000OTE (Year 1): £40,000 - £50,000 Bristol, City Centre OfficeFull Training + Management Training Opportunities + Flexible Start Dates + Highly Lucrative Commission Are you looking for quicker progression and more opportunity within an internationally expanding business?Are you...
-
Trainee Recruitment Consultant
1 week ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant (No experience required)£24,000 - £25,000OTE (Year 1): £40,000 - £50,000 Bristol, City Centre OfficeFull Training + Management Training Opportunities + Highly Lucrative Commission Are you looking for quicker progression and more opportunity within an internationally expanding business?Are you highly ambitious and...
-
Trainee Recruitment Consultant
2 days ago
Bristol, United Kingdom Client Full timeTrainee Recruitment Consultant (No experience required)£24,000 - £25,000OTE (Year 1): £40,000 - £50,000 Bristol, City Centre OfficeFull Training + Management Training Opportunities + Highly Lucrative Commission Are you looking for quicker progression and more opportunity within an internationally expanding business?Are you highly ambitious and...
-
Graduate Sales + Recruitment Consultant
2 weeks ago
Bristol, United Kingdom Client Full timeGraduate Recruitment Consultant (Full training provided) Starting Salary: £24,000 - £25,000 + uncapped commission OTE: Year 1 £40k+ // Year 2 £65k+ Location: Bristol City CentreAre you looking for a graduate role with rapid progression routes to leadership and director level roles within an internationally expanding business? Are you financially...
-
Graduate Sales + Recruitment Consultant
2 months ago
Bristol, United Kingdom Client Full timeGraduate Recruitment Consultant Bristol City Centre£24,000 - £25,000 basic salary Uncapped commission - first year OTE £40,000 - £50,000Highly Lucrative Commission + Full Training + Progression Opportunities + Flexible Start Dates Are you a highly ambitious graduate looking for fast progression to leadership within an internationally expanding...
-
Graduate Sales + Recruitment Consultant
2 months ago
Bristol, United Kingdom Client Full timeRole: Trainee Recruitment Consultant Starting Salary: £24,000 - £25,000 + Bonus: Uncapped Commission (10-40%) OTE: Year 1 £40k+ // Year 2 £65k+ Location: Bristol City Centre Start dates: Flexible 2024Are you looking for a graduate role with full training, clear progression routes to leadership and director level roles in a rapidly growing...
-
Graduate Sales + Recruitment Consultant
3 weeks ago
Bristol, United Kingdom Client Full timeRole: Graduate Recruitment Consultant Starting Salary: £24,000 - £25,000 + Bonus: Uncapped Commission (10-40%) OTE: Year 1 £40k+ // Year 2 £65k+ Location: Bristol City Centre Start dates: Flexible 2024Are you looking for a graduate role with full training, clear progression routes to leadership and director level roles in a rapidly growing...
-
Entry Level Sales + Recruitment Consultant
2 months ago
Bristol, United Kingdom Client Full timeAssociate Recruitment Consultant£24,000 - £25,000 +Uncapped Commission (10-40%)Year 1 £40k+ // Year 2 £65k+Bristol City Centre Start dates: Flexible 2024Are you looking for a graduate role with full training, clear progression routes to leadership and director level roles in a rapidly growing business? Are you financially motivated and looking...
