Technical Connection Adviser

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/Hybrid (2 days p/wk in Cirencester office)**

**Employment Type**: Permanent

This role represents a great opportunity to join our Technical Connection department as a Technical Connection Adviser. Working as part of a team of 20, you’ll provide our SJP Partnership of financial advisers with high quality support regarding Tax, Trusts, Protection and Investments.

You may be a financial adviser or paraplanner early in your career and looking to further develop your experience within a leading, reputable FTSE100 financial services organisation.

**What you’ll be doing**:

- You’ll provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments.
- Support the SJP Partnership (financial advisers) with the Investments Advice Guidance Framework.
- Support the delivery of core service as required by the operation within agreed service levels.
- You’ll take personal responsibility for improving own technical knowledge, SJP product/process/system knowledge as well as service skills.
- You’ll takes responsibility for achieving the quality assurance targets set within the requirements of the QA framework in place.

**Who we’re looking for**:

- Good knowledge of all products/services/systems offered through completion of internal accreditation licences.

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**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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