Client Specialist

5 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 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**: Cirencester head office, 2 days per week and 3 days remote

**Workplace Type**: Hybrid

**Employment Type**:Permanent, full time, 35 hours per week

**Seniority**:Mid-Senior Level

Due to expansion and growth we have new permanent opportunity to join our Client Service Team. The role is to coordinate our team of Client Service Associates and the activity relating to Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients.

You will lead our team of Client Associates and provide guidance and information to our Partners, the wider business and our clients regarding the process and parameters of our policies. This guidance will ensure the needs of our clients are met, whilst balancing the obligations of the Partnership as set out within our Consumer Duty and Ongoing Advice policies.

**Who are we looking for**:
A confident communicator, with excellent written and verbal skills, a tenacious and pragmatic approach to work, who enjoys a supportive and adaptable work environment. A confident relationship builder and team motivator, with a passion for getting things right.

**Key Responsibilities of the Job**:

- To lead the OAC team, who are responsible for upholding our OAC switch off / switch on processes.
- To review, validate and refer Instructions relating to Ongoing Advice Charges
- To provide guidance and information regarding our Ongoing Advice policy
- To Ensure meaningful MI Is recorded and analysed
- To be Involved In leading the review of processes associated to OAC activity, to identify and progress efficiencies Including automation
- Maintain a close working relationship with our administration centre and other business areas across SJP

**Requirements**:

- Strong communication skills, both written and verbal
- Leading or managing a team
- Good IT literacy, including Excel, Word, Outlook, SharePoint, Salesforce, Teams, Zoom and PowerPoint
- Experience in an administration position and/or Financial Services will hold an advantage

**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.

LI-HYBRID

  • Client Media Specialist

    2 weeks ago

    cirencester, United Kingdom WeLove9am Full time

    Calling All Media Mavens with a Client-Whispering Touch - Alright, let's cut the corporate speak and get real. WeLove9am isn't your average employer branding agency. We're more like the lovechild of a recruitment powerhouse and a marketing mastermind, nestled in the heart of the Cotswolds (yes, there's actual greenery involved). We're all about helping...

  • Client Media Strategist

    2 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Full time

    Meet the Team: Client Media SpecialistWeLove9am is on the hunt for a talented Client Media Specialist to join our dynamic team!About the RoleAs a Client Media Specialist, you will be the go-to expert for our clients, building strong relationships and delivering exceptional results. Your mission is to ensure every campaign launch is a success, and every...

  • Client Media Strategist

    4 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Careers Full time

    Unlock Your Potential as a Client Media SpecialistWeLove9am Careers is seeking a skilled Client Media Specialist to join our team. As a key member of our media team, you will be responsible for ensuring every campaign launch is a success.Your Key ResponsibilitiesDevelop and implement effective media strategies to meet client needsBuild and maintain strong...

  • Client Media Strategist

    3 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Full time

    Your MissionWeLove9am is looking for a Client Media Specialist to join our team. This role is all about making our clients happy by delivering exceptional employer branding services. As a Client Media Specialist, you will be the go-to person for your clients, building strong relationships and ensuring every campaign launch is a success.Account ManagementYou...

  • Client Media Liaison

    4 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Full time

    WeLove9am is a unique employer branding agency that combines the power of recruitment and marketing to help companies attract top talent. As a Client Media Specialist, you will play a key role in our mission to deliver exceptional results for our clients.Key Responsibilities:Develop and maintain strong relationships with clients to understand their needs and...

  • Client Experience Strategist

    2 weeks ago

    Cirencester, Gloucestershire, United Kingdom We Love 9am Full time

    WeLove9am is an innovative employer branding agency nestled in the heart of the Cotswolds. Our team is dedicated to helping companies find and retain top talent. As a Client Media Specialist, you will play a key role in our mission to create engaging content that showcases our clients' unique value proposition.Responsibilities:Develop and implement...

  • Client Media Specialist

    3 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Full time

    Calling All Media Mavens with a Client-Whispering Touch - Alright, let's cut the corporate speak and get real. WeLove9am isn't your average employer branding agency. We're more like the lovechild of a recruitment powerhouse and a marketing mastermind, nestled in the heart of the Cotswolds (yes, there's actual greenery involved). We're...

  • Client Media Strategist

    4 weeks ago

    Cirencester, United Kingdom WeLove9am Full time

    About the Role:WeLove9am is seeking a skilled Client Media Specialist to join our team. As a key member of our media team, you will be responsible for ensuring the smooth launch of every campaign, building strong relationships with clients, and crafting job descriptions that entice top talent.Key Responsibilities:Account Management: Build and maintain strong...

  • Private Client Attorney

    2 weeks ago

    Cirencester, Gloucestershire, United Kingdom LJW Solutions Full time

    About the RoleWe are seeking a qualified Wills and Probate Solicitor or Lawyer to bolster our vibrant Private Client team. This is an exciting opportunity to work with high-net-worth clients, providing expert advice on wills, trusts, estates, and probate.Key Responsibilities:Client Management: Build and maintain strong client relationships, acting as a...

  • Client Media Specialist

    4 weeks ago

    Cirencester, United Kingdom WeLove9am Full time

    Calling All Media Mavens with a Client-Whispering Touch - Alright, let's cut the corporate speak and get real. WeLove9am isn't your average employer branding agency. We're more like the lovechild of a recruitment powerhouse and a marketing mastermind, nestled in the heart of the Cotswolds (yes, there's actual greenery involved). We're all about helping...

  • Client Media Specialist

    4 weeks ago

    Cirencester, United Kingdom WeLove9am Full time

    Calling All Media Mavens with a Client-Whispering Touch - Alright, let's cut the corporate speak and get real. WeLove9am isn't your average employer branding agency. We're more like the lovechild of a recruitment powerhouse and a marketing mastermind, nestled in the heart of the Cotswolds (yes, there's actual greenery involved). We're all about helping...

  • Client Media Specialist

    4 weeks ago

    Cirencester, United Kingdom WeLove9am Full time

    Calling All Media Mavens with a Client-Whispering Touch - Alright, let's cut the corporate speak and get real. WeLove9am isn't your average employer branding agency. We're more like the lovechild of a recruitment powerhouse and a marketing mastermind, nestled in the heart of the Cotswolds (yes, there's actual greenery involved). We're all about helping...

  • Expert Client Media Strategist

    2 weeks ago

    Cirencester, Gloucestershire, United Kingdom WeLove9am Full time

    About the Role:As a Client Media Specialist at WeLove9am, you will be responsible for delivering exceptional client service and driving results-driven media solutions.Client Management: Build and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored media solutions.Media Strategy: Develop and execute media...

  • Paralegal - Private Client Specialist

    1 day ago

    Cirencester, Gloucestershire, United Kingdom Hooray Works Ltd Full time

    **Private Client Paralegal Role**Assist in the preparation and execution of Wills, and dealing with estates.Liaise with clients and answer general queries via face-to-face and phone.Register and draft LPAs and EPAs, and administer the liquidation of assets.Required Skills and Qualifications:A law degree, ideally LLB, LLM, LPC or Cilex.Experience in Private...

  • Private Client Associate

    2 weeks ago

    Cirencester, United Kingdom LJW Solutions Full time

    Private Client (Wills and Probate) Solicitor, Associate, Senior Associate, and Partner Location: Cirencester, Gloucestershire Firm: Leading National Firm with Legal 500 status Salary: Up to £80,000Experience: A qualified Solicitor, Chartered Legal Executive, or established non-qualified fee earnerAbout the RoleOur client, a highly respected Legal 500 law...

  • Private Client Associate

    2 weeks ago

    Cirencester, United Kingdom LJW Solutions Full time

    Private Client (Wills and Probate) Solicitor, Associate, Senior Associate, and Partner Location: Cirencester, Gloucestershire Firm: Leading National Firm with Legal 500 status Salary: Up to £80,000Experience: A qualified Solicitor, Chartered Legal Executive, or established non-qualified fee earnerAbout the RoleOur client, a highly respected Legal 500 law...

  • Private Client Associate

    2 weeks ago

    Cirencester, United Kingdom LJW Solutions Full time

    Private Client (Wills and Probate) Solicitor, Associate, Senior Associate, and Partner Location: Cirencester, Gloucestershire Firm: Leading National Firm with Legal 500 status Salary: Up to £80,000Experience: A qualified Solicitor, Chartered Legal Executive, or established non-qualified fee earnerAbout the RoleOur client, a highly respected Legal 500 law...

  • Private Client Associate

    1 week ago

    Cirencester, United Kingdom LJW Solutions Full time

    Job Description Private Client (Wills and Probate) Solicitor, Associate, Senior Associate, and Partner Location: Cirencester, Gloucestershire Firm: Leading National Firm with Legal 500 status Salary: Up to £80,000 Experience: A qualified Solicitor, Chartered Legal Executive, or established non-qualified fee earner About the Role Our client, a...

  • Client Management 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...

  • Care Specialist for Complex Clients

    1 day ago

    Cirencester, Gloucestershire, United Kingdom Prestige Nursing & Care Full time

    About the RolePrestige Nursing & Care is seeking a compassionate and skilled Complex Care Assistant to join our team in the GL7 area of Gloucester. As a Complex Care Assistant, you will play a vital role in delivering high-quality care and support to our clients with complex needs.Key ResponsibilitiesProvide personalized care and support to clients with...