Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
Location: Cirencester or Bristol
Workplace Type: Hybrid 2 days in office and 3 days remote
Employment Type: Permanent
Seniority: Mid Associate Level
The Role:
As a Regional Competency Officer, you will play a pivotal role in St. James's Place Management Services, supporting the success and integrity of our Partnership. This is an outstanding opportunity to be at the forefront of our Training & Competency (T&C) framework.
You will collaborate closely with Partners and Supervisors, providing insightful mentorship, assurance and oversight to help them meet regulatory standards and maintain high levels of proficiency. Your role will be key in delivering outstanding client outcomes and elevating our standards to a world-class level!
Who we're looking for:
We seek an individual with outstanding relationship‑building skills, strong attention to detail, and the confidence to work both independently and within your collaborative group of peers. You’ll be proactive, consistently planning ahead, foreseeing upcoming activities, and ensuring coworkers are informed well in advance.
Comfortable engaging with people at all levels, you will offer clear mentorship, constructive challenge, and credible guidance when necessary. Outstanding communication skills, both written and verbal, are crucial, along with the ability to influence effectively and support others in achieving their goals, timelines, and established standards.
You will bring a collaborative approach, a focus on high standards, and a genuine dedication to getting things right. If you are organised, conscientious, and can build strong professional relationships at all levels, this role will be for you.
What your responsibilities will include:
1. Provide independent oversight of the T&C Scheme, ensuring appropriate Partner supervision and corrective measures are taken, including maintaining Partner commptency records, Partner interaction records, skills assessments, and risk action plans.
2. Ensure SJP's Training and Competence arrangements are strong and suitable. Keep the T&C Scheme (policy) current with regulatory and corporate updates or new initiatives.
3. Analyse monthly benchmark data, highlight exceptions, and communicate these to the Supervisor.
4. Apply your knowledge and expertise to act as a consultant for queries.
5. Meet monthly with Supervisors to present and discuss exception reports, agreeing on appropriate actions.
6. Deliver training and mentorship on the scheme requirements.
7. Use your expertise and judgement to identify and bring up risk or competency issues to Senior Management.
Essential:
8. Outstanding written and verbal english
9. Strong relationship-building skills
10. Ability to influence without authority
11. Proficient in Microsoft Office applications
Desirable:
12. An understanding of the SJP Partnership or Financial Adviser Businesses
13. Previous experience in a financial services, training or regulated industry
What's in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
14. Competitive parental leave (26 weeks full pay)
15. Private medical insurance (optional taxable benefit)
16. 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.