St. James's Place
Technical Consultant
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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: Bristol Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid-Senior Level
About the role
This role is ideal for someone with strong existing Investments knowledge who enjoys tackling complex technical queries and supporting Partners with expert guidance. You’ll thrive here if you can confidently interpret scheme rules, legislation, and processes, and translate them into clear, practical explanations for both colleagues and Partners.
Because this is a fast-paced, high-volume helpdesk environment, the role will suit someone who remains calm under pressure, can juggle multiple priorities, and consistently deliver accurate, high-quality responses. You should be naturally analytical, comfortable handling detailed information, and motivated by solving problems thoroughly and efficiently.
The role is primarily a core service, but there may be opportunities for added value projects.
This position is a great fit for someone who takes ownership of their work and is proactive in keeping their technical understanding up to date. If you’re collaborative, detail-focused, and take pride in helping others navigate complex matters, you’ll excel in our team.
Key Responsibilities of the Job
- Deliver a high-quality technical query resolution service to Partners and PSS, ensuring all guidance is accurate, compliant, and aligned to SJP standards.
- Use expert-level consultative questioning to establish root causes and complex technical needs, providing clear, effective solutions to support the Partnership.
- Design and deliver bespoke technical presentations to enhance Partner capability, productivity, and confidence.
- Drive continuous improvement by identifying potential development to systems, tools, and processes that enhance technical query resolution.
- Provide support on SJP products, procedures, and wider technical matters.
- Maintain oversight of multiple SJP functions to ensure cohesive, accurate solutions for complex, cross-departmental technical queries.
- Act as a subject matter expert for Mezzanine bookings when required, consulting on bespoke, high-complexity cases requiring deeper discussion.
- Take accountability for continually developing and maintaining advanced technical, product, process, and service knowledge.
- Support team development through targeted training delivery aligned to the competency framework as and when required.
- Provide ad-hoc technical signoff for Partnership-facing content.
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About you
You are ambitious, driven, and have a proven track record of providing high-quality technical support and advice. You thrive in a collaborative environment, building strong relationships with colleagues and stakeholders to deliver exceptional customer outcomes. Passionate about continuous learning and professional development, you are committed to maintaining the highest standards of service, using your technical expertise and problem-solving skills to support clients and colleagues effectively. You take pride in delivering accurate, timely guidance while demonstrating a proactive approach to improving processes and enhancing the overall customer experience.
Essential Criteria
- Level 4 Diploma in Financial Planning
- Able to demonstrate an in-depth understanding and specialist knowledge to technically advise Partners and PSS
- Strong communication skills, both written and verbal
- Be a recognised expert for all products/services/systems offered and used by SJP
Desirable Criteria
- Understanding of St. James's Place products, processes, and systems
- Experience in consulting on complex financial queries
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What's in it for you
Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.
In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.
Our benefits include:
- 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
- Private Medical Insurance – company-funded cover for you and your immediate family
- Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
- Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
- Protection Benefits – company-funded critical illness cover, income protection, and life assurance
- EV salary sacrifice scheme through Tusker
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 careers@sjp.co.uk.
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.
What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below, and our team will be in touch.
As a business regulated by the FCA, we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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