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- Tasks: Manage and develop advice policies, ensuring compliance with UK legislation and corporate standards.
- Company: Join St. James's Place, a leading wealth management firm dedicated to providing exceptional financial advice.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive team culture.
- Why this job: Be part of impactful projects, enhance your skills, and contribute to meaningful change in financial advice.
- Qualifications: CII Diploma qualified with experience in advice processes and strong problem-solving skills required.
- Other info: Some travel between offices is necessary for this role.
The predicted salary is between 36000 - 60000 £ per year.
The jobholder is responsible for developing and maintaining St. James's Place Advice Policy, interpreting business and legislative requirements across the UK business. The jobholder is responsible for ensuring the Advice Framework is appropriately updated, as well as designing and maintaining Suitability Letter templates, training and communication materials of a technical nature. The jobholder manages the impact of corporate projects on the Advice process, contributing as a technical expert to wider project deliverables as required. Advice Policy Consultants can expect to support both Advice Policy Leads on larger projects and have responsibility for their own change initiatives and BAU.
What you’ll be doing:
- Manage the change delivery of Advice workstreams which are impacted by corporate or legislative change; contributing to multiple projects across the business and overseeing the work of more junior team members as needed. This includes applying the principles of Consumer Duty at every step.
- Design, deliver and maintain appropriate advice documentation and supporting Partnership materials as required by the business ensuring these meet SJP corporate standards; engaging with third party suppliers as well as other internal departments.
- Engage with and understand the impact of legislative changes; implementing Advice policy and procedural changes across the SJP Partnership and other areas of the business.
- Provide consultancy support and technical expertise on advice guidance related issues - both internally and externally across the SJP UK businesses.
- Develop clear and effective communication methods and training plan content for cascading information on business and legislative changes to the Advice Framework and Suitability requirements to the Partnership, Field Management Team, and Business Assurance (BA).
- Lead the design and delivery of additional technical support material such as help sheets, Q&A docs and checklists both for BA and Partners/PSS.
- Engage with, and present to, a variety of audiences; Partners, Partnership Support Staff, Senior Stakeholders and deputise for the Head of Advice Proposition Development as required.
Who we’re looking for:
A creative individual that can think outside the box to identify solutions to complex problems involving technical information and the design of our Suitability Letter report writing tool. You will also be knowledgeable within all aspects of advice processes who can be seen as a source of advice for others around them in one or more technical areas.
Essential Criteria:
- CII Diploma qualified as a minimum.
- Experience with all aspects of Advice processes and can deliver change that meets the expectations of the regulator, Partners and clients.
- Strong experience with the principles and standards that underpin financial planning advice, the FCA COBS Suitability assessment and documentation requirements.
- Experienced with identifying and creatively solving complex problems, involving technical information and the design of our Suitability Letter report writing tool.
Desirable Criteria:
- Investment, IHT & Trust Planning experience desirable.
- Chartered qualification also desirable.
Special Requirements:
The role has a requirement for some travel between offices.
Advice Policy Consultant employer: myGwork - LGBTQ+ Business Community
Contact Detail:
myGwork - LGBTQ+ Business Community Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Policy Consultant
✨Tip Number 1
Familiarise yourself with the latest legislative changes affecting the financial advice sector. Understanding these changes will not only help you in interviews but also demonstrate your proactive approach to staying informed, which is crucial for the role.
✨Tip Number 2
Network with professionals already working in advice policy roles or similar positions. Engaging with them can provide insights into the day-to-day responsibilities and challenges, as well as potential opportunities within St. James's Place.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed change initiatives in previous roles. Highlighting your experience with delivering change that meets regulatory expectations will set you apart from other candidates.
✨Tip Number 4
Showcase your ability to communicate complex technical information clearly. Consider preparing a brief presentation or summary on a relevant topic to demonstrate your skills in engaging various audiences, which is essential for this role.
We think you need these skills to ace Advice Policy Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Advice Policy Consultant position. Familiarise yourself with St. James's Place Advice Policy and the principles of Consumer Duty.
Tailor Your CV: Highlight your relevant experience in advice processes, change management, and technical expertise. Make sure to include any qualifications such as the CII Diploma and any experience with financial planning advice standards.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your problem-solving skills and creativity. Provide specific examples of how you've successfully managed change or developed technical documentation in previous roles.
Showcase Communication Skills: Since the role involves engaging with various stakeholders, emphasise your communication skills. Mention any experience you have in presenting to different audiences or creating training materials.
How to prepare for a job interview at myGwork - LGBTQ+ Business Community
✨Understand the Advice Framework
Make sure you have a solid grasp of the Advice Framework and how it applies to the role. Be prepared to discuss how you would ensure it remains compliant with legislative changes and corporate standards.
✨Showcase Your Problem-Solving Skills
Be ready to provide examples of how you've creatively solved complex problems in previous roles. Highlight your experience with technical information and how it relates to the design of Suitability Letter templates.
✨Engage with Stakeholders
Demonstrate your ability to communicate effectively with various stakeholders. Prepare to discuss how you would engage with Partners, support staff, and senior stakeholders to implement changes and deliver training.
✨Highlight Your Technical Expertise
Emphasise your qualifications and experience in financial planning advice, particularly around FCA COBS Suitability assessments. Be specific about your knowledge and how it can benefit the company.
