Financial Services Specialist
4 weeks ago
St. James's Place is a leading financial services company that delivers personalized, face-to-face financial advice to its clients. We are seeking a skilled Financial Services Specialist to join our team and contribute to our mission of planning, growing, and protecting our clients' financial futures.
About the Role:
- Provide technical support to the Partnership regarding Pensions and navigating the Advice Guidance Framework.
- Actively investigate and resolve technical queries via phones, email, and Live Chat in line with Service Level agreements (SLA's).
- Personally display and evidence adherence to the SJP Culture and Values.
- Personally contribute to the continuous improvement of Technical Services and the service that we provide to our Partnership.
- 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.
We are an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustments at any stage, please let us know by emailing us at [insert email address].
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