Financial Services Specialist
2 months ago
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.
- Demonstrate good knowledge of pension products, services, and systems.
- Qualified CII Level 4 Diploma in Financial Planning or equivalent.
- 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.
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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