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- Tasks: Support policy development and risk management for a leading wealth management business.
- Company: Join the UK's largest wealth management firm with a focus on innovation and growth.
- Benefits: Enjoy competitive pay, generous leave, and a range of life-stage benefits.
- Other info: Hybrid work model with opportunities for personal and professional growth.
- Why this job: Make a real impact in risk management while collaborating with top professionals.
- Qualifications: Experience in risk or compliance and strong analytical skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
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.
At a glance:
- Location: Cirencester, Bristol, Manchester or London
- Workplace Type: Hybrid 2 Days in office and 3 days remote
- Employment Type: Permanent
- Seniority: Associate
The role:
We have an outstanding opportunity to join the UK’s largest wealth management business to support oversight of our Appointed Representative (AR) model. You will play a central role in crafting policy, establishing an approach dedicated to risk in our AR proposition and risk management across our Partnership. The Partnership is SJP's network of professional financial advisers. This role directly influences how we handle risk, ensures good client outcomes and enables the business to grow safely. Your impact will be highly visible and commercially meaningful.
Who we’re looking for:
We are looking for someone who thrives in a risk‑focused environment and who can interpret complex information to make clear, practical recommendations. You will be comfortable influencing, a strong team collaborator and support decisions that protect clients and strengthen our Partnership. You will bring good judgement, strong analytical capability, and a genuine interest in improving how risk is handled across a large adviser‑led network.
What you’ll be doing:
- Supporting the Governance, Risk and Controls Lead in developing, maintaining SJP's AR Oversight Policies
- Carrying out analysis, producing recommendations, and engaging collaborators on policy and proposition decisions
- Acting as a consistent point of contact for Group Risk, Field Risk, and wider business teams to support a collaborative approach
- Assisting with risk and control workshops, recognising potential future risks, and helping develop mitigation and control strategies
- Monitoring AR‑related risks, analysing MI (including Salesforce data), and highlighting trends or systemic issues
- Preparing board and governance documents, assisting with self‑assessment processes, and contributing to risk reporting
- Assisting with the development of training materials, procedures, and documentation to support the Risk Framework
- Completing root cause analysis on issues or events and recommending policy changes or control improvements
- Ensuring Risk Consultants and wider collaborators remain informed of emerging risks or policy developments
Essential Criteria:
- Experience working with risk, compliance, monitoring, or governance environment
- Ability to analyse MI and present clear, evidence‑based recommendations
- Experience drafting policy positions or risk‑related documentation or reports
Desirable Criteria:
- CII Level 4 qualification or equivalent
- Experience within an Appointed Representative/adviser/finance network model
- Knowledge of SJP governance, Field Risk processes, or similar operating models
What’s in it for you:
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non‑contributory pension (increasing with length of service)
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.
Policy and Proposition Support in Bristol employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Policy and Proposition Support in Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or at industry events. Ask them about their experiences and any tips they might have for landing a role in the company.
✨Tip Number 2
Prepare for your interview by researching the company’s values and recent projects. Show us that you’re not just interested in the role, but also in how you can contribute to our mission and culture.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to risk management and policy development. We want to see how you think and approach problem-solving!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for us.
We think you need these skills to ace Policy and Proposition Support in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in risk management and policy development. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Your Analytical Skills: Since this role involves analysing MI and making evidence-based recommendations, be sure to include examples of how you've successfully tackled similar tasks in the past. We love seeing clear, practical insights that demonstrate your analytical prowess.
Be Authentic: Let your personality shine through in your application! We’re looking for someone who can influence and collaborate effectively, so don’t hesitate to share your unique approach to teamwork and decision-making.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands, and we can’t wait to hear from you!
How to prepare for a job interview at St. James’s Place
✨Know Your Risk Management Basics
Before the interview, brush up on your understanding of risk management principles, especially in a financial context. Be ready to discuss how you would approach risk analysis and what strategies you might suggest for mitigating risks in an adviser-led network.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical capabilities. Think about times when you've interpreted complex information and made clear recommendations. Use specific metrics or outcomes to demonstrate your impact, as this will resonate well with the interviewers.
✨Familiarise Yourself with SJP's Governance
Research SJP’s governance structure and any recent developments in their policies. Being knowledgeable about their Appointed Representative model and how it operates will show your genuine interest in the role and help you engage in meaningful discussions during the interview.
✨Prepare Questions That Matter
Think of insightful questions to ask your interviewers about the role and the company’s future direction. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values, especially regarding collaboration and empowerment.