At a Glance
- Tasks: Provide expert technical support and resolve complex queries for financial advisers.
- Company: Join St. James's Place, an inclusive employer committed to diversity.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for continuous learning and career growth.
- Why this job: Make a real impact by helping others navigate complex tax and protection issues.
- Qualifications: Level 4 Diploma in Financial Planning and strong problem-solving skills required.
The predicted salary is between 25185 - 28000 £ per year.
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.
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.
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
St. James's Place is an exceptional employer that champions inclusivity and professional growth, making it an ideal workplace for those passionate about tax, trust, and protection. With a strong commitment to employee development, you will have access to continuous training opportunities and the chance to contribute to meaningful projects in a supportive, collaborative environment. Located in a fast-paced helpdesk setting, you'll thrive while delivering high-quality support to our Partners, all within a culture that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Support Consultant - Tax, Trust & Protection
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at St. James's Place. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your tax, trust, and protection knowledge. Think of real-life scenarios where you've tackled complex queries and be ready to share how you solved them. This will show you're not just book-smart but also practical!
✨Tip Number 3
Show off your problem-solving skills during the interview! Use examples that highlight your analytical abilities and how you’ve helped others navigate tricky situations. Remember, they want to see how you think on your feet!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a team that values collaboration and excellence.
We think you need these skills to ace Technical Support Consultant - Tax, Trust & Protection
Some tips for your application 🫡
Show Off Your Expertise:Make sure to highlight your tax, trust, and protection knowledge in your application. We want to see how you can tackle complex queries and provide clear, practical explanations. Don’t hold back on showcasing your qualifications and experience!
Keep It Clear and Concise:When writing your application, remember to keep your language simple and straightforward. We appreciate candidates who can communicate complex topics clearly, so avoid jargon and focus on clarity. This will show us you can deliver accurate advice effectively.
Demonstrate Your Problem-Solving Skills:We love a proactive approach! Use your application to share examples of how you've tackled challenging situations in the past. Show us how you stay calm under pressure and manage multiple priorities while delivering high-quality responses.
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 the role. Plus, it shows you’re keen to join our team at St. James's Place!
How to prepare for a job interview at St. James's Place
✨Know Your Stuff
Make sure you brush up on your tax, trust, and protection knowledge before the interview. Be ready to discuss complex queries and demonstrate how you can simplify these topics for others. This will show that you're not just knowledgeable but also capable of translating that knowledge into practical advice.
✨Stay Calm Under Pressure
Since this role involves a fast-paced helpdesk environment, practice staying calm while juggling multiple priorities. You might want to prepare for situational questions that test your ability to handle pressure. Think of examples from your past experiences where you successfully managed high-stress situations.
✨Show Your Collaborative Spirit
Emphasise your teamwork skills during the interview. Share examples of how you've worked with others to solve problems or improve processes. St. James's Place values collaboration, so demonstrating your ability to work well in a team will make you stand out.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Consider asking about opportunities for continuous development or how the team collaborates on complex queries.
