This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
About the Role
This role is ideal for someone with strong existing tax, trust and protection knowledge who enjoys tackling complex technical queries and supporting Partners with expert guidance. You'll thrive here if you can confidently interpret complex tax issues, 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 delivers 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 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.
What You'll Be Doing
As a Technical Support Consultant, you'll:
- Provide expert technical support to Partners and Support Staff, resolving complex queries via phone, email and other channels within agreed service levels.
- Deliver clear, accurate and compliant advice to our Partnership of financial advisers.
- Act as an authority, offering tailored consultancy on advanced or complex queries.
- Support the creation, review and sign-off of technical and advice framework materials, such as articles and website content.
- Maintain your technical expertise and professional qualifications through continuous personal development.
- Deliver training and mentoring to colleagues, contributing to the Pathway to Competency and team development.
- Take a role in divisional projects, sharing your technical expertise to shape solutions and improve processes.
- Drive improvement by finding opportunities to enhance systems, tools and service delivery.
- Demonstrate SJP's culture and values through integrity, professionalism and a commitment to delivering great client outcomes.
Who We're Looking For
You'll demonstrate a passion for problem solving, have meticulous attention to detail, and the ability to communicate complex topics clearly and confidently. You'll have a minimum Level 4 Diploma in Financial Planning. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers.
Essential Criteria:
- Qualified to at least Level 4 QCF (e.g. CII Diploma in Regulated Financial Planning) or equivalent.
- Be a recognised expert of all products/services/systems offered and used by SJP with regard to Tax, Trusts and Protection.
- Able to demonstrate an in-depth understanding and specialist knowledge required to technically advise Partners and other stakeholders.
- Excellent written and verbal communication skills with the ability to simplify complex information.
- Proven experience in a financial services technical support or advice environment.
Desirable Skills:
- Experience working in a structured helpdesk or query resolution environment.
- Strong understanding of regulatory frameworks and the Consumer Duty.
Ready to make a real impact?
If you're looking for a role where your technical expertise can truly make a difference, we'd love to hear from you. Apply now to join a team that values knowledge, collaboration and excellence in everything we do.
Technical Support Consultant - Tax, Trust & Protection employer: St. James's Place
At SJP, we pride ourselves on being an exceptional employer, offering a dynamic hybrid work environment in Cirencester or Bristol that fosters collaboration and professional growth. Our commitment to employee development is evident through continuous training opportunities and a supportive culture that values integrity and excellence, ensuring you thrive while delivering expert technical support in the fast-paced financial services sector. With competitive benefits, including a generous parental leave policy and a discretionary bonus scheme, we empower our team to achieve both personal and professional success.
