Client Management Adviser

7 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 Office

**Workplace Type**: Hybrid

**Employment Type**:Permanent

**Seniority**:Associate

**Client Management Adviser**

**Who we’re looking for**:
We are seeking an empathetic individual for our Client Management team who has proven experience of regulated complaint handling within the financial services. This role requires a confident communicator both verbally and written, who is sensitive and has effective relationship management and rapport building skills.

**What you’ll be doing**:

- Where a complaint has been made, to investigate the background to the issue, consider what should have happened and make decisions and recommendations to resolve the complaint fairly.
- To review all evidence; including documentation, recollections of those involved and what would be deemed reasonable, based on what we know.
- Produce clear and well-written decision letters, explaining the conclusions reached, communicating confidently, sensitively and in an informed manner.
- To collaborate closely with the Partnership, Field Management, Business Assurance, external Actuaries, Professional Indemnity stakeholders, Admin Centres and relevant internal specialists to make sure all vital expertise is used in investigating and resolving the complaint.
- To ensure each complaint is handled in line with the principle of treating all our clients fairly and in an efficient manner.
- Where necessary, to negotiate a resolution with the client.
- Effectively manage own workload, to ensure company and regulatory deadlines are met. Demonstrating a flexible approach to work and requirements, with the ability to adjust the working day as required in order to respond to important, ad-hoc requests, as required.

(Required Technical Knowledge & Qualifications)
- A good technical understanding of all products, including life, pensions and investments - as well as Trusts and all types of Tax.
- CII Level 4 Diploma in Financial Planning.

TOM.POST.TO.LDIN

**What's in it for you?**
- Private Medical - up to family cover paid for by Company
- via BUPA. No excess for claims.*
- 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

**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.

#LI-HYBRID

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