Overview

Join to apply for the Technical Services Adviser role at St. James’s Place

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes 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.

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority: Associate

Your role

In this role, you’ll be the go-to technical expert, providing support to the Partnership across key areas including Tax, Trusts, Protection, and Investments. You’ll play a pivotal part in supporting the Investment Advice Guidance Framework, ensuring Partners and PSS receive clear, accurate, and timely guidance.

Your day-to-day will involve resolving technical queries through phone, email, and Live Chat, delivering a best-in-class service that meets agreed standards and service levels. Beyond resolving queries, you’ll provide value-added support to the Partnership, contributing insights and expertise that enhance our overall offering.

We’re also looking for someone who is proactive about improvement — someone who will not only deliver excellent service but also help shape and continuously refine the way our technical query resolution service operates.

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

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 adjustments at any stage please let us know by emailing careers@sjp.co.uk

Research shows that applicants (especially those from underrepresented groups) can be put off from applying if they do not meet all criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate transferable experience, please apply even if you do not 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, please submit an application by clicking ‘apply’ below and our team will be in touch. As a FCA-regulated business, we advise you to familiarize yourself with conduct regulations and consumer duty obligations prior to an interview with SJP.