Investment Support Coordinator

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

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success.This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Entry Level

About The Role

Due to an internal promotion, we're looking for an Investment Support Coordinator, known internally as an Investment Adviser to join our Investment Support Desk team. This is an exciting opportunity to build a career within investments and wealth management while working at the heart of one of the UK's leading wealth management businesses. As part of the Investment Support Desk, you'll be the frontline for investment-related support across our Partnership, helping colleagues navigate a broad range of queries relating to markets, investment products, portfolio performance and our wider investment proposition.

No two days are quite the same. One day you could be discussing market themes and fund performance, and the next helping a Partner better understand investment solutions for their clients. You'll gain exposure to a wide range of investment topics, work closely with stakeholders across the business and develop valuable technical and commercial knowledge along the way.

What You'll Be Doing

You'll play an important role in supporting our Partnership by providing investment-related guidance and helping colleagues understand and communicate investment information confidently and effectively.

Your responsibilities will include:

• Responding to investment-related queries via telephone and email.
• Explaining investment concepts, market developments and fund performance in a clear and accessible way.
• Supporting the promotion and adoption of our investment proposition across the business.
• Using a range of investment tools and reports to analyse and discuss portfolio performance.
• Building strong relationships with stakeholders across multiple business areas.
• Developing your knowledge of financial markets, economic trends and investment solutions.
• Contributing to a fast-paced team environment where curiosity, collaboration and continuous learning are encouraged.

About You

We're looking for someone with a genuine interest in investments, financial markets and wealth management who is excited by the opportunity to learn and grow within a supportive team.

You don't need extensive investment experience to be successful in this role. More important is your willingness to learn, your ability to communicate confidently with a range of people and your curiosity about what's happening in financial markets and the wider economy.

We're particularly interested in individuals who are looking to build and develop their career over time. Whether you're early in your career or looking to take your next step into an investment-focused environment, we'll provide the support and exposure needed to help you develop your knowledge and skills.

• Strong verbal and written communication skills.
• A genuine interest in investments, financial markets and financial services.
• Willing or actively working towards a Level 4 Diploma in Financial Planning or an equivalent qualification
• Confident numerical and analytical skills.
• A proactive approach and willingness to learn.
• Ability to think critically, solve problems and work through complex queries.
• Strong attention to detail and organisational skills.
• Experience within financial services, wealth management, banking or a client-facing environment.
• Knowledge of investment products, funds or financial planning.
• Experience using Microsoft Excel and other Microsoft Office applications.

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

Reasonable Adjustments

We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all,

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.

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