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- Tasks: Provide technical support on Tax, Trusts, Protection, and Investments via various digital platforms.
- Company: Join St. James’s Place, a forward-thinking company transforming its business for future success.
- Benefits: Enjoy competitive pay, annual leave, private medical insurance, and a 10% pension scheme.
- Why this job: Be part of a culture that values engagement, empowerment, and continuous improvement in a hybrid work environment.
- Qualifications: Must hold a CII level 4 Diploma and have experience in customer service.
- Other info: We encourage applicants from all backgrounds, even if you don’t meet every requirement.
The predicted salary is between 24000 - 36000 £ per year.
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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 / Part time (21 hours per week)
Seniority: Entry Level
The role:
- Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments
- Support the Partnership with the Investments Advice Guidance Framework
- To provide a peerless technical query resolution service, via phones, email and Live Chat, adhering to agreed standards, to Partners and PSS to agreed service levels.
- Provide ’added value’ services to the Partnership as required
- Personally contribute to the continuous improvement of the technical query resolution service
What you’ll be doing:
- Accurately resolve technical queries received via Live Chat, phone, email, ASK and any other digital media.
- Support the delivery of core service as required by the operation within agreed service levels.
- Takes personal responsibility for improving own technical knowledge, SJP product/process/system knowledge as well as service skills.
- Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager.
- Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place
- Personally display and evidence adherence to the SJP Culture and Values
- Maintain professional qualification standards through effective CPD evidencing and recording.
- Willing to contribute to small scale projects within the division.
Who we’re looking for:
We are seeking a knowledgeable professional who embodies SJP’s culture and values while delivering exceptional technical support. The ideal candidate will have strong expertise in our products, services, and systems, with the ability to communicate complex information clearly across various digital platforms.
Essential Criteria
- Must be CII level 4 Diploma qualified
- Experience of working in a customer or helpline service environment
- Strong understanding of the SJP Advice Framework
- Experience of working with the SJP Partnership
Desirable Criteria
- Strong written and verbal communication
- Excellent timekeeping skills.
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
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.
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Entry level
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Full-time
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Business Development and Sales
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Technical Services Adviser (Part time) 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 Services Adviser (Part time)
✨Tip Number 1
Familiarise yourself with the SJP Advice Framework and their products. Understanding these will not only help you answer technical queries effectively but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Brush up on your communication skills, especially for digital platforms like Live Chat and email. Practising clear and concise responses can set you apart when handling complex information.
✨Tip Number 3
Network with current or former employees of St. James’s Place. They can provide valuable insights into the company culture and expectations, which can be beneficial during your interview.
✨Tip Number 4
Prepare to discuss your approach to continuous improvement and personal development. Highlighting your willingness to learn and adapt aligns well with SJP's values and can impress your interviewers.
We think you need these skills to ace Technical Services Adviser (Part time)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Technical Services Adviser position. Familiarise yourself with the SJP Advice Framework and the technical support expected in areas like Tax, Trusts, Protection, and Investments.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your CII level 4 Diploma and any customer service experience, showcasing how these skills will benefit the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of SJP’s culture and values. Use specific examples from your past experiences to demonstrate your ability to provide exceptional technical support and your commitment to continuous improvement.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at St. James’s Place
✨Know Your Stuff
Make sure you have a solid understanding of the SJP Advice Framework and the products and services offered by St. James’s Place. Brush up on your technical knowledge, especially around Tax, Trusts, Protection, and Investments, as you'll need to demonstrate this during the interview.
✨Practice Clear Communication
Since the role involves resolving technical queries through various digital platforms, practice explaining complex information in a simple and clear manner. You might want to do mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Show Enthusiasm for Continuous Learning
Express your willingness to take personal responsibility for improving your technical knowledge and service skills. Mention any relevant courses or certifications you’re pursuing, as this shows that you're proactive about your professional development.
✨Familiarise Yourself with FCA Regulations
As a business regulated by the FCA, it's crucial to understand the conduct regulations and consumer duty obligations. Familiarising yourself with these will not only help you in the interview but also show that you are serious about compliance and ethical standards in the financial services industry.
