Financial Services Specialist

2 months ago


Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
About the Role

We are seeking a skilled and experienced Technical Consultant to join our team at St. James's Place. As a Technical Consultant, you will play a crucial role in providing expert advice and guidance to our clients on pension-related matters.

Key Responsibilities
  • Provide technical support to our clients regarding pensions and navigating the Advice Guidance Framework.
  • Actively investigate and resolve technical queries via email and Live Chat in line with Service Level agreements (SLA's).
  • Personally display and evidence adherence to the St. James's Place Culture and Values.
  • Personally contribute to the continuous improvement of Technical Services and the service that we provide to our clients.
  • Will be willing to support small-scale projects within the division.
Requirements
  • Demonstrate good knowledge of pension products, services, and systems.
  • Qualified CII Level 4 Diploma in Financial Planning or equivalent.
What We Offer
  • 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.
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.



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