At a Glance
- Tasks: Provide expert technical support on tax, trust, and protection queries to partners and staff.
- Company: Join a forward-thinking company focused on innovation and employee empowerment.
- Benefits: Enjoy competitive pay, generous leave, and a range of life-stage benefits.
- Other info: Hybrid working available with opportunities for personal development and career growth.
- Why this job: Make a real impact by solving complex problems and supporting financial advisers.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 40000 - 50000 £ 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 or Bristol (Homebased working considered)
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid-Senior Level
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
- 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.
- 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.
- Experience working in a structured helpdesk or query resolution environment.
- Strong understanding of regulatory frameworks and the Consumer Duty.
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, you may still apply, regardless of whether you tick every box. 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 - Tax, Trust & Protection in Bristol 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 engagement and empowerment. Our commitment to employee growth is evident through continuous professional development opportunities, competitive benefits including generous parental leave and a robust pension scheme, and a culture that values integrity and collaboration. Join us to make a meaningful impact while enjoying a supportive workplace that prioritises your well-being and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Support Consultant - Tax, Trust & Protection in Bristol
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as St. James's Place, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Technical Support Consultant - Tax, Trust & Protection in Bristol
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch St. James's Place's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at St. James's Place. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at St. James's Place!
How to prepare for a job interview at St. James's Place
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for St. James's Place.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within St. James's Place. It helps to show our commitment!
