Holistic Planning Assistant

2 weeks ago

Cirencester, United Kingdom St. James's Place Full time

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**: Cirencester Office

**Employment Type**: 12 month Fixed-Term Contract

**Location: Cirencester with Hybrid Working Options**

Due to parental leave, we are seeking a Holistic Planning Assistant on a 12 month fixed term contract to join our Technical Connection Team, that forms part of the SJP Group, that offers consultancy support services to our Partnership and the wider market on Goal Based Planning including Cash Flow Planning tools to enable advisers to offer holistic planning services for their Clients.

**Who are we looking for**:
We are looking for someone with a willing demeanour towards development, outstanding communications skills with proven ability of relationship management. We need someone with excellent attention to detail and proven presentation skills. You will have a warm and supportive approach to work while being able to utilise your organisation abilities.

**Responsibilities**
- To respond to queries from the SJP Partnership and wider market in relation to Goals Based Planning
- To assist with the production of Goals Based Planning articles and collateral for SJP Platforms and the wider market
- To support the Goals Based Planning activities in the SJP Locations, and in conjunction with the Field Management Team, to drive better outcomes and wider adoption of Goals Based Planning tools
- To host basic Goals Based Planning mezzanines and workshops
- To support the centralisation of, and required updates to, all Goals Based Planning learning resources held on SJP and wider market platforms
- To assist with administrative support and collation of management Information for the Holistic Planning Team
- To take personal responsibility for improving own technical knowledge, SJP product/process/system knowledge as well as service skills.

**Special Requirements**
- Ability to build and maintain relationships and communicate effectively with team members,
- Excellent coordination and prioritising skills
- Energetic, enthusiastic and proactive
- An obsession for great client outcomes

**Start Date**

**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

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