Advice Policy Consultant

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

Job summary

A leading company in Cirencester seeks a Mid-Senior Level Advice Policy Consultant to develop and maintain advice policies, ensuring compliance with legislative changes. The role involves managing projects, designing documentation, and providing technical support across various teams. Benefits include a competitive salary, annual bonus, and extensive leave options.

Benefits

Annual bonus scheme

28 days leave plus bank holidays

Private medical insurance

10% non-contributory pension

Qualifications

• Experience with advice processes and delivering regulatory-compliant change.
• Strong understanding of financial planning advice principles.

Responsibilities

• Manage change delivery of Advice workstreams impacted by corporate or legislative change.
• Design, deliver, and maintain advice documentation and supporting materials.
• Provide consultancy support and technical expertise on advice guidance issues.

Skills

Problem Solving

Technical Advice

Education

CII Diploma

Job description

Posted on: 15/05/2025 – Application Deadline: 29/05/2025

Are you ready to chart your own career path? At SJP, we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation, and autonomy, SJP could be the place for 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 ensures the Advice Framework is updated appropriately and designs and maintains Suitability Letter templates, training, and communication materials of a technical nature. They manage the impact of corporate projects on the Advice process, contributing as a technical expert to wider project deliverables. Advice Policy Consultants support Advice Policy Leads on larger projects and handle their own change initiatives and BAU activities.

What you’ll be doing:

1. Manage the change delivery of Advice workstreams impacted by corporate or legislative change, contributing to multiple projects and overseeing junior team members, applying Consumer Duty principles at every step.
2. Design, deliver, and maintain advice documentation and supporting materials, engaging with third-party suppliers and internal departments to meet SJP standards.
3. Understand and implement legislative changes across the SJP Partnership and other business areas.
4. Provide consultancy support and technical expertise on advice guidance issues internally and externally.
5. Develop effective communication methods and training content to cascade information on legislative and business changes to the Partnership, Field Management Team, and Business Assurance.
6. Lead the design and delivery of technical support materials such as help sheets, Q&A documents, and checklists for BA and Partners/PSS.
7. Engage with and present to various audiences, including Partners, Partnership Support Staff, and Senior Stakeholders, and deputise for the Head of Advice Proposition Development as needed.

Who we’re looking for:

A creative individual capable of solving complex problems involving technical advice processes and designing tools like the Suitability Letter report writing tool. You should be knowledgeable about all aspects of advice processes and regarded as a source of technical advice for others.

• CII Diploma qualified minimum
• Experience with advice processes and delivering regulatory-compliant change
• Strong understanding of financial planning advice principles, FCA COBS Suitability assessment, and documentation requirements
• Experience in problem-solving related to technical advice and report writing tools
• Desirable: Investment, IHT & Trust Planning experience and Chartered qualification

Special Requirements:

Some travel between offices is required.

What’s in it for you?

We reward your work through an annual bonus scheme, competitive leave (28 days plus bank holidays, with options to purchase extra days), and an online rewards platform. Our benefits support all life stages, including:

• Parental leave (28 weeks full pay)
• Private medical insurance (optional)
• 10% non-contributory pension (increasing with service)

Reasonable Adjustments

We are an equal opportunities employer committed to accessible and inclusive recruitment. If you require adjustments, please contact us at [e-mail]. We encourage applicants from underrepresented groups and those with transferable experience who may not meet all criteria to apply.

What’s next?

If you’re excited about this role and believe you have the skills and experience, please submit an application by clicking ‘apply’ below. Our team will contact you. As a regulated FCA business, we advise you to familiarize yourself with conduct regulations and consumer duty obligations before your interview.