Investment Support Analyst – Wealth & Markets

St. James’s Place; Cirencester; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

28 days annual leave

Private Medical Insurance

Generous Pension Scheme

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice scheme

Job summary

St. James’s Place is seeking an Investment Support Coordinator (Investment Adviser) to join the Investment Support Desk in Cirencester.

You will provide frontline investment-related support to Partners, translate complex market data into clear guidance, and help colleagues understand investment solutions. You’ll work in a hybrid, permanent role with ongoing learning in markets, products and portfolio performance, collaborating across teams and building technical and commercial knowledge in

Qualifications

• Strong verbal and written communication skills.
• Genuine interest in investments and financial markets.
• Willingness to learn and develop in a wealth management environment.

Responsibilities

• Respond to investment-related queries via telephone and email.
• Explain investment concepts and fund performance clearly.
• Support adoption of our investment proposition across the business.
• Use investment tools and reports to analyse portfolio performance.
• Build relationships with stakeholders across multiple business areas.
• Develop knowledge of financial markets and investment solutions.

Skills

Verbal and written communication

Investment knowledge

Analytical thinking

Stakeholder collaboration

Numerical ability

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Microsoft Excel

Job description

St. James’s Place is seeking an Investment Support Coordinator (Investment Adviser) to join the Investment Support Desk in Cirencester.

You will provide frontline investment-related support to Partners, translate complex market data into clear guidance, and help colleagues understand investment solutions. You’ll work in a hybrid, permanent role with ongoing learning in markets, products and portfolio performance, collaborating across teams and building technical and commercial knowledge in