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- Tasks: Develop and maintain advice policies, manage change delivery, and design technical documentation.
- Company: Join St. James's Place, a leading financial services company in the UK.
- Benefits: Enjoy flexible working options, corporate perks, and opportunities for professional growth.
- Why this job: Be part of impactful projects, collaborate with experts, and enhance your skills in a dynamic environment.
- Qualifications: CII Diploma qualified with experience in advice processes and strong problem-solving skills.
- Other info: Some travel between offices is required.
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 and how they impact advice policies. This will not only help you understand the role better but also allow you to engage in informed discussions during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience with the FCA COBS Suitability assessment. They can provide insights and potentially refer you to opportunities within St. James's Place.
✨Tip Number 3
Prepare to showcase your problem-solving skills by thinking of examples where you've creatively tackled complex issues in advice processes. Be ready to discuss these scenarios in detail during your interview.
✨Tip Number 4
Stay updated on the principles of Consumer Duty and be prepared to discuss how you would apply these principles in your work. This knowledge will demonstrate your commitment to compliance and client care.
We think you need these skills to ace Advice Policy Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with advice processes and change management. Emphasise any relevant qualifications, such as the CII Diploma, and showcase your problem-solving skills in technical areas.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Advice Policy Consultant. Discuss your understanding of legislative changes and how you can contribute to the Advice Framework at St. James's Place.
Showcase Relevant Experience: Provide specific examples of past projects where you managed change delivery or developed training materials. Highlight your ability to engage with various stakeholders and present complex information clearly.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for this role.
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 updated in line with legislative changes.
✨Showcase Your Problem-Solving Skills
Prepare examples of complex problems you've solved in previous roles, especially those involving technical information. Highlight your creative thinking and how it led to effective solutions.
✨Familiarise Yourself with Regulatory Standards
Brush up on the principles and standards that underpin financial planning advice, particularly the FCA COBS Suitability assessment. Being able to discuss these confidently will demonstrate your expertise.
✨Engage with Stakeholders
Think about how you would communicate and engage with various stakeholders, from Partners to senior management. Prepare to discuss your approach to delivering training and support materials effectively.
