Advice Policy Consultant

St. James’s Place; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services company is seeking an Advice Policy Consultant to support their regulatory responsibilities. This hybrid role involves managing change processes, developing technical documentation, and providing guidance on legislative changes. You will need a CII Diploma and a strong background in financial advice processes to thrive in this challenge.

Benefits

Discretionary annual bonus scheme

28 days annual leave plus bank holidays

Competitive parental leave (28 weeks full pay)

Private medical insurance

10% non-contributory pension

Qualifications

• Strong experience with principles and standards of financial planning advice.
• Experienced in delivering change that meets regulatory expectations.
• Knowledgeable in advice processes and documentation.

Responsibilities

• Manage change delivery of Advice workstreams impacted by corporate changes.
• Design and maintain advice documentation meeting corporate standards.
• Provide consultancy support and technical expertise on advice guidance.

Skills

Problem Solving

Technical Expertise

Communication

Education

CII Diploma

Job description

Posted on: 15/05/2025 – Application Deadline: 12/06/2025

Are you ready tochart your own career path? At SJP we need talented individuals like yourselfto support our evolving culture. If you’re seeking an employer that ispassionate about excellence, innovation and autonomy, SJP could be the placefor you.

At a glance:

Location: Cirencester Office/ Bristol

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The jobholder is responsible for developing and maintaining St. James’s Place Advice Policy, interpreting business and legislative requirements across the UK business. The jobholder is responsible for ensuring the Advice Framework is appropriately updated, as well as designing and maintaining Suitability Letter templates, training and communication materials of a technical nature. The jobholder manages the impact of corporate projects on the Advice process, contributing as technical expert to wider project deliverables as required. Advice Policy Consultants can expect to support both Advice Policy Leads on larger projects and have responsibility for their own change initiatives and BAU.

What you’ll be doing:

· Manage the change delivery of Advice workstreams which are impacted by corporate or legislative change; contributing to multiple projects across the business and overseeing the work of more junior team members as needed. This includes applying the principles of Consumer Duty at every step.

· Design, deliver and maintain appropriate advice documentation and supporting Partnership materials as required by the business ensuring these meet SJP corporate standards; engaging with third party suppliers as well as other internal departments.

· Engage with and understand the impact of legislative changes; implementing Advice policy and procedural changes across the SJP Partnership and other areas of the business.

· Provide consultancy support and technical expertise on advice guidance related issues – both internally and externally across the SJP UK businesses.

· Develop clear and effective communication methods and training plan content for cascading information on business and legislative changes to the Advice Framework and Suitability requirements to the Partnership, F ield M anagement T eam , and Business Assurance (BA) .

· Lead the design and delivery of additional technical support material such as help sheets, Q&A docs and checklists both for BA and Partners/PSS.

· Engage with, and present to, a variety of audiences; Partners, P artnership S upport S taff , Senior Stakeholders and deputise for the Head of Advice Proposition Development as required

Who we’re looking for:

A creative individual that can think outside the box to identify solutions to complex problems involving technical information and the design of our Suitability Letter report writing tool. You will also be knowledgeable within all aspects of advice processes who can be seen as a source of advice for others around them in one of more technical areas.

· CII Diploma qualified as a minimum

· Experience with all aspects of Advice processes and can deliver change that meets the expectations of the regulator, Partners and clients

· Strong experience with the principles and standards that underpin financial planning advice , the FCA COBS Suitability assessment and documentation requirements.

· Experienced with identifying and creatively solving complex problems, involving technical information and the design of our Suitability Letter report writing tool.

Special Requirements:

The role has a requirement for some travel between offices .

What's in it for you?

We reward youfor the work you do, whether that’s through our discretionary annual bonus scheme that reflects bothpersonal and company performance, competitive annual leave allowance (28 daysplus bank holidays, with the option to purchase an additional 5 days), oronline rewards platform with a variety of discounts.
We also havebenefits to support whatever stage of life you are in, including:

• Competitive parental leave (28 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

Reasonable Adjustments
We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether you tick every box.

What's next?

If you're excitedabout this role and believe you have the skills and experience we're lookingfor, we'd love to hear from you! Please submit an application by clicking‘apply’ below and our team will be in touch.
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.