Are you ready to chart 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.
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 JobDeliver 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 ah-hoc technical signoff for Partnership facing content.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 experienceEssential Criteria:Level 4 Diploma in Financial PlanningAble to demonstrate an in-depth understanding and specialist knowledge to technically advise Partners and PSS Strong communication skills, both written and verbalBe a recognised expert for all products/services/systems offered and used by SJPDesirable Criteria:Understanding of St. James's Place products, processes, and systemsExperience in consulting on complex financial queries-
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:
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.
St. John is a full-service agency headquartered in Jacksonville since 1984. St. John has been home to a quality of work and a quality of life that has helped attract great people and build one of the region’s largest independent agencies. We inspire growth for brands by purposefully applying insights, technology and creativity to create opportunities to be more relevant, more visible and more competitive.
We lead with character, courage, kindness. Three ideals that have defined our company and our pursuit of growth on behalf of our clients from the beginning. We believe that success and great ideas come from hard work, honesty and the courage to try new things. We also believe that to inspire people to take action – be they customers, employees or our community, requires empathy and responsibility to all. It’s a credo that has served us well for 40 years and counting.
