Technical Consultant - Financial Planning & Partner Support

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

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.