Technical Consultant

St. James's Place; West of England; Hybrid; GBP 45,000 - 75,000; 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 through Tus

Job summary

St. James's Place in Bristol offers a hybrid, permanent mid-senior level role focused on delivering high-quality technical support and guidance to Partners and PSS.

You’ll interpret complex scheme rules, legislation, and processes and translate them into clear, practical explanations for colleagues and Partners. You’ll thrive in a fast-paced, high-volume helpdesk environment, staying calm under pressure while juggling multiple priorities and delivering accurate responses.

Qualifications

• Strong investments knowledge and ability to explain complex financial guidance.
• Excellent communication skills, both written and verbal.
• Be a recognised expert for all products/services/systems offered by SJP.

Responsibilities

• Deliver a high-quality technical query resolution service to Partners and PSS, ensuring guidance is accurate and aligned to SJP standards.
• Use expert level consultative questioning to establish root causes and complex technical needs, providing clear solutions.
• Design and deliver bespoke technical presentations to enhance Partner capability and confidence.
• Drive continuous improvement by identifying potential developments to systems, tools and processes.
• Provide support on SJP products, procedures and wider technical matters.
• Maintain oversight of multiple SJP functions to ensure cohesive, accurate solutions for complex queries.
• Act as a subject matter expert for Mezzanine bookings when required.

Skills

Investments knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Are you ready to chart 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: Bristol Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the role:

This role is ideal for someone with strong existing Investments knowledge who enjoys tackling complex technical queries and supporting Partners with expert guidance. You’ll thrive here if you can confidently interpret scheme rules, legislation, and processes, and translate them into clear, practical explanations for both colleagues and Partners.

Because this is a fast paced, high-volume helpdesk environment, the role will suit someone who remains calm under pressure, can juggle multiple priorities, and consistently deliver accurate, high-quality responses. You should be naturally analytical, comfortable handling detailed information, and motivated by solving problems thoroughly and efficiently.

The role is primarily a core service, but there may be opportunities for added value projects.

This position is a great fit for someone who takes ownership of their work and is proactive in keeping their technical understanding up to date. If you’re collaborative, detail focused, and take pride in helping others navigate complex matters, you’ll excel in our team.

Key Responsibilities of the Job

• Deliver a high-quality technical query resolution service to Partners and PSS, ensuring all guidance is accurate, compliant and aligned to SJP standards.
• Use expert level consultative questioning to establish root causes and complex technical needs, providing clear, effective solutions to support the Partnership.
• Design and deliver bespoke technical presentations to enhance Partner capability, productivity and confidence.
• Drive continuous improvement by identifying potential development to systems, tools and processes that enhance technical query resolution.
• Provide support on SJP products, procedures and wider technical matters.
• Maintain oversight of multiple SJP functions to ensure cohesive, accurate solutions for complex, cross departmental technical queries.
• Act as a subject matter expert for Mezzanine bookings when required, consulting on bespoke, high complexity cases requiring deeper discussion.
• Take accountability for continually developing and maintaining advanced technical, product, process and service knowledge.
• Support team development through targeted training delivery aligned to the competency framework as and when required.
• Provide ah-hoc technical signoff for Partnership facing content.

About you:

You are ambitious, driven, and have a proven track record of providing high-quality technical support and advice. You thrive in a collaborative environment, building strong relationships with colleagues and stakeholders to deliver exceptional customer outcomes. Passionate about continuous learning and professional development, you are committed to maintaining the highest standards of service, using your technical expertise and problem-solving skills to support clients and colleagues effectively. You take pride in delivering accurate, timely guidance while demonstrating a proactive approach to improving processes and enhancing the overall customer experience

Essential Criteria:

• Level 4 Diploma in Financial Planning
• Able to demonstrate an in-depth understanding and specialist knowledge to technically advise Partners and PSS
• Strong communication skills, both written and verbal
• Be a recognised expert for all products/services/systems offered and used by SJP

Desirable Criteria:

• Understanding of St. James's Place products, processes, and systems
• Experience in consulting on complex financial queries

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 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]

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.