This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
About the Role
We're looking for a skilled and knowledgeable Advice Support Consultant to join our team, where you'll provide expert technical support to our financial advisers (Partners) regarding some or all of the following: Tax, Trusts, Pensions, Protection and Investments.
In this role, you'll be a trusted specialist, helping our Partners and their support staff resolve complex technical queries and ensuring we maintain the highest standards of advice and service across the SJP Partnership. You'll play a key part in developing and improving our technical guidance frameworks and contributing to the continuous evolution of our support offering.
What You'll Be Doing
As An Advice Support Consultant, You'll
* Provide expert technical support to Partners and Support Staff, resolving complex queries via phone, email and other channels within agreed service levels.
* Deliver clear, accurate and compliant advice to our Partnership of financial advisers.
* Act as an authority, offering tailored consultancy on advanced or complex queries.
* Support the creation, review and sign-off of technical and advice framework materials, such as articles and website content.
* Maintain your technical expertise and professional qualifications through continuous personal development.
* Deliver training and mentoring to colleagues, contributing to the Pathway to Competency and team development.
* Take a role in divisional projects, sharing your technical expertise to shape solutions and improve processes.
* Drive improvement by finding opportunities to enhance systems, tools and service delivery.
* Demonstrate SJP's culture and values through integrity, professionalism and a commitment to delivering great client outcomes.
Who We're Looking For
We're seeking expert technical specialists with a solid grasp of financial services and wealth management products. You'll demonstrate a passion for problem solving, meticulous attention to detail, and the ability to communicate complex topics clearly and confidently. You'll have a minimum Level 4 Diploma in Financial Planning. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers.
Essential Criteria
* Qualified to at least Level 4 QCF (e.g. CII Diploma in Regulated Financial Planning) or equivalent.
* Strong technical knowledge on some or all of the following: Tax, Trusts, Pensions, Protection and Investments.
* Excellent written and verbal communication skills with the ability to simplify complex information.
* Proven experience in a financial services technical support or advice environment.
Desirable Skills
* Experience working in a structured helpdesk or query resolution environment.
* Strong understanding of regulatory frameworks and the Consumer Duty.
Ready to make a real impact?
If you're looking for a fulfilling role where your technical expertise can truly make a difference, we'd love to hear from you. Apply now to join a team that values knowledge, collaboration and excellence in everything we do.
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