Investment Adviser

St. James’s Place; Cirencester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in Cirencester seeks an Entry Level professional to provide investment technical support to Partners. This hybrid role involves assisting with client queries and articulating the SJP Investment Proposition. Ideal candidates will have a strong grasp of investment concepts and excellent communication skills. The position offers a competitive salary, benefits, and opportunities for growth within a supportive environment.

Benefits

Discretionary annual bonus

28 days annual leave plus bank holidays

Private medical insurance

10% non-contributory pension

Competitive parental leave

Qualifications

• Broad understanding of the SJP investment proposition.
• Strong understanding of investing and markets.

Responsibilities

• Provide investment technical support around client specific investment performance.
• Articulate SJP fund and portfolio performance against benchmarks.
• Support the adoption of the SJP investment proposition.

Skills

Investment Knowledge

Attention to Detail

Communication

Job description

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

Workplace Type: Hybrid

Employment Type: 6 month Fixed-Term Contract

Seniority: Entry Level

The main purpose of this role is to support Partners service their existing clients through the provision of technical investment support. This role supports the Partnership, field management teams, and head office departments, taking care of investment technical related queries through phone and email. The role provides specialist support around articulating the SJP Investment Proposition as well as guidance on client specific investment performance, portfolio & fund positioning and overall financial planning focusing on client outcomes.

What you'll be doing:

• To provide investment technical support around client specific investment performance. This is based on understanding and articulating what the different charts, figures and features mean and how this can be positioned with a client.
• Articulate SJP fund and portfolio performance against benchmarks and markets, demonstrating the added value by investing via the Partnership.
• To provide investment technical and propositional and processing support to the SJP Partnership, PSS and wider business. This includes the investment product & service range – investment management approach, fund performance and investment business processing and servicing via phone and email platforms.
• Support the adoption of the SJP investment proposition through proactive Partner and wider business engagement.
  
  

Essential Criteria:

• Have a broad understanding of the SJP investment proposition.
• Have a strong understanding of investing and markets with the ability to discuss these clearly and succinctly.
• Understand the current fund/portfolio range and how these impact on the advice provided to the Partnership for their clients.
• Ability to work effectively in a fast paced technical query environment with a close attention to detail.
• Build strong investment technical and propositional knowledge, including a strong awareness of economic factors.
  
  

Special Requirements:

• Ability to work flexibly from home and the office.
• Travel may be required from time to time
  
  

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 (28 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 adjustment(s) at any stage please let us know by emailing us at [e-mail]

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you 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, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.