Financial Services Specialist

4 weeks ago


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

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].



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

    Company OverviewSt. James's Place is a leading financial services provider, dedicated to delivering personalized, face-to-face advice to its clients.


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

    We are seeking a Senior Legal Compliance Specialist to join our team in Cirencester. As a key member of the St. James's Place Group, you will play a vital role in ensuring the company's compliance with all legal requirements while maintaining good relationships with regulators.This is an exciting opportunity for a newly qualified solicitor looking for a...


  • Cirencester, Gloucestershire, United Kingdom Omega Resource Group Full time

    At Omega Resource Group, we are seeking an experienced Financial Support Specialist to join our business support team. The role is varied and fast-paced, with hybrid working opportunities.Key Responsibilities:Accurate recording of financial transactions.Providing ad hoc financial support to project managers.Purchase ledger data entry into the accounts...


  • Cirencester, Gloucestershire, United Kingdom Barnett Waddingham Full time

    Job Title: Global Financial Accounting SpecialistJob Summary:The Global Financial Accounting Specialist will be responsible for providing internal financial accounting capabilities to the Global Finance team and managing all external third-party financial stakeholders.Key Responsibilities:Lead external financial reporting for the Kallidus Group of Companies,...


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

    At St. James's Place, we're seeking a skilled Financial Services Expert to join our team and contribute to our mission of delivering personalized, face-to-face financial advice to our clients. As a key member of our Technical Connection Division, you will provide technical support to our Partnership regarding Pensions and navigate the Advice Guidance...


  • Cirencester, Gloucestershire, United Kingdom CleverHR Full time

    Seeking Experienced Financial PlannerThis established firm of Financial Planners is looking for a skilled Financial Adviser to join their team in Cirencester. As an Employed Financial Adviser, you will be responsible for providing high-quality financial advice to clients and contributing to the success of the business.The ideal candidate will have a Level 4...


  • Cirencester, Gloucestershire, United Kingdom Artis Recruitment Full time

    **Financial Services Business ExpertWe are seeking a highly skilled Financial Services Business Expert to join our market-leading financial services client based in the UK.About the Job:Gather, document, and secure approval for business requirements and processes, providing estimates and planning support for business analysis tasks.Lead the investigation of...


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

    At St. James's Place, we're seeking an experienced Actuarial Specialist to join our team and contribute to the operation, review, and development of key actuarial calculations and processes critical to our financial reporting.Main Responsibilities:Applying specialized actuarial techniques and producing and/or reviewing key deliverables, including actuarial...


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

    **Financial Services Senior Role**We are seeking a highly skilled and experienced Financial Services Senior to join our team at St. James's Place. As an integral part of our Financial Services department, you will play a key role in delivering high-quality financial reporting and management accounting services to our clients.Key Responsibilities:Assist and...


  • Cirencester, Gloucestershire, United Kingdom CleverHR Full time

    Employed Financial Adviser OpportunityCleverHR is delighted to support a well-respected firm of Financial Planners in their search for an employed Financial Adviser to join their team.The ideal candidate will have a strong understanding of financial products, regulations, and market dynamics, with a minimum of 2 years advising experience and a Level 4...


  • Cirencester, Gloucestershire, United Kingdom Omega Resource Group Full time

    About the Role:The Omega Resource Group is seeking an experienced Financial Operations Assistant to join their business support team.Key Responsibilities:Accurate recording of financial transactions.Providing ad-hoc financial support to project managers.Entering purchase ledger data into Sage 50.Assisting with day-to-day financial...


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

    Financial Data SQL DeveloperWe are seeking a highly skilled Financial Data SQL Developer to join our team at St. James's Place.Key ResponsibilitiesMigrate existing Microsoft SQL Server code to Snowflake, incorporating new data structures to enhance data management.Develop high-quality documentation and test evidence to support change management governance...


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

    We are seeking an experienced Technical Expert to join our Technology Operations Development & Projects Team. The ideal candidate will have a strong background in technical design and analysis, with a keen interest in financial services.The Technical Expert will work closely with our engineering teams and internal stakeholders to ensure a quality end-to-end...


  • Cirencester, Gloucestershire, United Kingdom Pure Human Resources Ltd Full time

    Job DescriptionAt Pure Human Resources Ltd, we are seeking a highly skilled IT Service Management Specialist to join our team. The successful candidate will have a strong background in ITSM software implementation and a passion for workflow and technology.Key Responsibilities:Implementing ITSM software solutions for clientsProviding expert advice on workflow...

  • Healthcare Assistant

    4 weeks ago


    Cirencester, Gloucestershire, United Kingdom Thornbury Community Services Full time

    Job Title: Healthcare Assistant - Complex Care SpecialistLocation: WiltshireJob Type: Full-timeWe are seeking a skilled and compassionate Healthcare Assistant to join our team at Thornbury Community Services. As a Healthcare Assistant - Complex Care Specialist, you will play a vital role in providing high-quality care and support to our clients with complex...


  • Cirencester, Gloucestershire, United Kingdom Michael Page (UK) Full time

    Our client, a Surrey based charity, is seeking an experienced Management Accountant to provide high-quality support in the annual budget setting process. As a key member of the financial team, you will be responsible for producing and analyzing monthly management accounts, identifying trends and variances, and communicating results to stakeholders.About the...


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

    Role SummaryAs a Customer Service Representative - Financial Partners, you will be part of a dedicated team responsible for answering phone and email queries from our Partners on their remuneration issues. Our ideal candidate will have a passion for customer service and be service-focused with previous experience in a customer service role. If you are...

  • Financial Accountant

    3 weeks ago


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

    As a key member of our Financial Reporting team, you will play a pivotal role in ensuring the timely and accurate delivery of our Group's financial position. This is an exciting opportunity to contribute to the preparation and review of financial statements, management accounts, and regulatory returns.Key Responsibilities:Support the Financial Reporting team...

  • Financial Accountant

    4 weeks ago


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

    At St. James's Place, we're seeking a skilled Financial Accountant to join our team. As a key member of our Financial Reporting team, you'll play a pivotal role in ensuring the timely and accurate delivery of our Group's financial position.Key Responsibilities:Provide support to the Financial Reporting team.Prepare sophisticated working papers and post...


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

    St. James's Place challenges talented professionals to drive business growth through cutting-edge actuarial analysis and financial reporting.