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- Tasks: Provide expert technical support on Investments or Pensions and resolve complex queries.
- Company: Dynamic financial services firm focused on innovation and collaboration.
- Benefits: Competitive salary, annual bonus, generous leave, and private medical insurance.
- Why this job: Make a real impact while developing your expertise in a supportive environment.
- Qualifications: Level 4 QCF qualification and strong knowledge of financial services required.
- Other info: Join a team that values knowledge, collaboration, and excellence.
The predicted salary is between 36000 - 60000 £ 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: Bristol Office
- Workplace Type: Employment Type: Permanent
- Seniority: Mid-Senior Level
About the Role
We’re looking for a skilled and knowledgeable Advice Support Consultant to join our team, providing expert technical support 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
As an Advice 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 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 (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.
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.
Advice Support Consultant in Cirencester employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Support Consultant in Cirencester
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. It’s all about making connections that can help you get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how you align with our mission and how your skills can contribute to our success.
✨Tip Number 3
Practice your responses to common interview questions, especially around technical support scenarios. We want to see how you tackle complex queries and deliver clear advice.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show us you’re genuinely interested in the role.
We think you need these skills to ace Advice Support Consultant in Cirencester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Advice Support Consultant role. Highlight your technical expertise in Investments or Pensions and any relevant experience that showcases your problem-solving skills.
Show Off Your Communication Skills: Since you'll be simplifying complex information, it's crucial to demonstrate your excellent written communication skills. Use clear and concise language in your application to reflect how you can convey complex topics effectively.
Highlight Continuous Learning: We value personal development, so mention any ongoing training or qualifications you’re pursuing. This shows your commitment to staying ahead in the financial services industry and your eagerness to grow with us.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity to make a real impact.
How to prepare for a job interview at St. James’s Place
✨Know Your Stuff
Make sure you brush up on your technical knowledge about 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 information into clear, concise language. During the interview, demonstrate your ability to communicate effectively by explaining a technical concept in layman's terms. This will show that you can engage with both Partners and Support Staff.
✨Show Your Passion
Express your enthusiasm for the financial services industry and your commitment to continuous personal development. Share examples of how you've stayed ahead of industry changes or improved processes in previous roles, highlighting your proactive nature.
✨Be Collaborative
Emphasise your teamwork skills and willingness to mentor others. Discuss any experience you have in training colleagues or contributing to team projects, as this aligns with the role's focus on collaboration and support within the organisation.
