At a glance
* Location: Edinburgh Office
* Workplace Type: Hybrid
* Employment Type: 12 month Fixed‑Term Contract
* Seniority: Associate
Job responsibilities
* Operate with minimal guidance to apply technical knowledge gained through professional qualifications and industry experience to the suitability review of a broad range of advice submissions from the partnership. Ensure an accurate and analytical approach to all cases, consistently and specifically complex aspects of the advice presented, including tax, critical yield, and affordability calculations.
* Provide expert feedback (both proactive and reactive) to the partnership and wealth management team where deficiencies in advice or documentation have been identified, ensuring that it is concise and self‑explanatory. Influence behaviour and encourage engagement not only to resolve specific cases but more broadly to affect the quality of future submissions.
* Act as a subject‑matter expert and provide this expertise to the wider business through project and consultative work, to minimise distributor risk to SJP, including financial or reputational risk, the risk of miss‑selling to clients and regulatory sanctions.
* Advise/escalate any trends or issues raised from case checking or partner interactions in resolving case specifics. Proactively address areas identified as falling outside normal parameters or procedures to ensure resolutions are produced leading to constant business improvement.
* Support colleagues through a team‑working approach.
Essential criteria
* Ideally qualified in a level 4 diploma in regulated financial planning (DipPFS) or part way through qualification having passed some RO exams.
* Relevant financial services experience.
* Good attention to detail.
* Strong written communication skills.
Benefits
* Competitive parental leave (26 weeks full pay)
* Private medical insurance (optional taxable benefit)
* 10 % non‑contributory pension (increasing with length of service)
* Discretionary annual bonus scheme reflecting personal and company performance
* Competitive annual leave allowance (28 days plus bank holidays, with option to purchase an additional 5 days)
* Online rewards platform with a variety of discounts
Reasonable adjustments and equal opportunities
We are 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 careers@sjp.co.uk.
We welcome applications from all, even if you do not tick every box. Demonstrate transferable experience and we will consider your application.
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