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For Companies At a Glance
- Tasks: Provide expert technical support on Investments or Pensions to Partners and Support Staff.
- Company: Join a forward-thinking financial services firm with a focus on innovation and collaboration.
- Benefits: Enjoy competitive salary, generous leave, and a bonus scheme based on performance.
- Why this job: Make a real impact by solving complex queries and enhancing client outcomes.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong technical knowledge required.
- Other info: Hybrid work environment with opportunities for personal development and career growth.
The predicted salary is between 28800 - 43200 £ per year.
Overview
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 Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid-Senior Level
About The Role
We’re looking for a skilled and knowledgeable Technical Support Consultant to join our team. With a Level 4 Diploma in Regulated Financial Planning, you will provide expert technical support predominantly on Investments or Pensions. In this role, you’ll be a trusted specialist, helping our Partners and their Support Staff resolve complex technical queries and ensuring we maintain the highest standards of advice and service across the Partnership. You’ll play a key part in developing and improving our technical guidance frameworks and contributing to the continuous evolution of our support offering.
What You’ll Be Doing
- 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 on Investments or Pensions.
- 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
We’re seeking an expert technical specialist with a solid grasp of financial services and wealth management. You’ll demonstrate a passion for problem solving, meticulous attention to detail, and the ability to communicate complex topics clearly and confidently. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partners.
Essential Criteria
- Qualified to Level 4 QCF (e.g. CII Diploma in Regulated Financial Planning) or equivalent.
- Strong technical knowledge on Investments or Pensions.
- 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.
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.
Technical Support Consultant - Financial Advice 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 Technical Support Consultant - Financial Advice in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with investments or pensions. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex queries related to financial planning. We want you to shine as the expert you are!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Share specific examples of how you've tackled challenging situations in previous roles. This will demonstrate your proactive approach and ability to deliver great client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission.
We think you need these skills to ace Technical Support Consultant - Financial Advice in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in financial services, especially around Investments or Pensions. We want to see how your skills align with what we’re looking for!
Show Off Your Communication Skills: Since this role involves simplifying complex information, use clear and concise language in your application. We love candidates who can communicate effectively, so let that shine through!
Highlight Your Problem-Solving Abilities: We’re on the lookout for someone who’s proactive and loves tackling challenges. Share examples of how you’ve resolved technical queries or improved processes in your previous roles.
Apply Through Our Website: Don’t forget to submit your application via our website! It’s the best way for us to receive your details and get the ball rolling on your journey with StudySmarter.
How to prepare for a job interview at St. James’s Place
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding Investments and Pensions. Be prepared to discuss specific scenarios where you've successfully resolved complex queries, as this will showcase your expertise and problem-solving skills.
✨Communicate Clearly
Practice simplifying complex financial concepts into clear, concise language. During the interview, focus on demonstrating your excellent communication skills by explaining how you would approach a technical query from a Partner or Support Staff.
✨Show Your Passion
Let your enthusiasm for financial services shine through! Share examples of how you've stayed ahead of industry changes and your commitment to continuous personal development. This will show that you're proactive and eager to contribute to the team's success.
✨Engage with Their Values
Familiarise yourself with the company's culture and values. During the interview, align your answers with their emphasis on integrity, professionalism, and delivering great client outcomes. This will demonstrate that you're not just a fit for the role, but also for the company ethos.