Advice Policy Consultant

St. James's Place; United Kingdom; On-site; GBP 40,000 - 75,000; Full time

Job summary

A leading company in financial services seeks a skilled individual to manage Advice workstreams impacted by legislative changes. Responsibilities include designing advice documentation, providing consultancy, and creating training content. The ideal candidate will have a CII Diploma and experience in financial planning advice, demonstrating strong problem-solving abilities and an understanding of regulatory requirements. Competitive benefits include a discretionary annual bonus and comprehensive leave policies.

Benefits

Discretionary annual bonus

28 days leave plus bank holidays

Parental leave (28 weeks full pay)

Private medical insurance (optional)

10% non-contributory pension

Qualifications

• Experience with advice processes and regulatory compliance.
• Strong understanding of FCA COBS Suitability requirements.
• Ability to solve complex technical problems.

Responsibilities

• Manage change delivery of Advice workstreams and oversee junior team members.
• Design and maintain advice documentation in compliance with SJP standards.
• Provide technical consultancy support and lead communication efforts across the Partnership.

Skills

Analytical Thinking

Technical Expertise

Problem Solving

Education

CII Diploma

Job description

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· Manage the change delivery of Advice workstreams impacted by corporate or legislative change; contribute to multiple projects across the business and oversee the work of junior team members as needed. Ensure principles of Consumer Duty are applied at every step.

· Design, deliver, and maintain advice documentation and Partnership materials that meet SJP standards; engage with third-party suppliers and internal departments.

· Understand legislative changes; implement Advice policy and procedural updates across the SJP Partnership and other areas.

· Provide consultancy support and technical expertise on advice guidance issues internally and externally within SJP UK.

· Develop communication methods and training content to cascade information on business and legislative changes related to the Advice Framework and Suitability requirements to the Partnership, Field Management, and Business Assurance.

· Lead the creation and delivery of technical support materials such as help sheets, Q&A documents, and checklists for BA and Partners/PSS.

· Engage with and present to various audiences, including Partners, Support Staff, Senior Stakeholders, and deputize for the Head of Advice Proposition Development as needed.

Who we’re looking for:

A creative individual capable of identifying solutions to complex problems involving technical information and designing our Suitability Letter report writing tool. Knowledge of all aspects of advice processes and recognized as a source of advice in technical areas.

· CII Diploma qualification 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 solving complex technical problems and designing report tools.

Special Requirements:

Some travel between offices is required.

What's in it for you?

We offer rewards such as a discretionary annual bonus, competitive leave (28 days plus bank holidays, with optional extra days), and an online rewards platform. Benefits support all life stages, including:

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

Reasonable Adjustments

We are an equal opportunities employer committed to accessible and inclusive recruitment. If adjustments are needed, please contact us. We encourage applicants from underrepresented groups and those with transferable experience, even if they do not meet every criterion.