Technical Services Consultant

St. James’s Place; Greater London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Technical Services Consultant to provide exceptional support in Pensions, Protection, Tax, and Trusts. This role emphasizes technical expertise and communication skills, allowing you to thrive in a collaborative environment. You'll contribute to continuous improvement initiatives and deliver bespoke presentations to enhance partner productivity. If you are passionate about excellence and innovation, this opportunity offers a rewarding career path with a competitive benefits package, including generous parental leave and private medical insurance.

Benefits

Discretionary Annual Bonus

Competitive Annual Leave

Private Medical Insurance

10% Non-Contributory Pension

Parental Leave (28 weeks full pay)

Qualifications

• Expertise in Pensions, Protection, Tax, and Trusts.
• Ability to resolve technical queries via multiple channels.

Responsibilities

• Provide technical support and advice to Partners.
• Drive continuous improvement in query resolution services.

Skills

Technical Support

Pensions Knowledge

Protection Knowledge

Tax Knowledge

Trusts Knowledge

Strong Communication

Education

Level 4 Diploma

Working towards Level 6 (Chartered)

Tools

Live Chat

Email Communication

Phone Communication

Job description

Join to apply for the Technical Services Consultant role at St. James’s Place

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Join to apply for the Technical Services Consultant role at St. James’s Place

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: Bristol/ Cirencester

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The role:

• Provide technical support to the Partnership regarding Pensions, Protection, Tax and Trusts or Advice Guidance
• To provide a peerless technical query resolution service, via phones, email and Live Chat, adhering to agreed standards, to Partners and PSS to agreed service levels
• Provide ’added value’ services to the Partnership as required
• Personally contribute to the continuous improvement of the technical query resolution service
• Be a technical specialist for the team and Partnership to refer to
  
  

What you’ll be doing:

• Accurately resolve technical and advice queries received via Live Chat, phone, email, ASK and any other digital media within agreed service levels
• Drive continuous improvement of the technical query resolution service through liaison with various departments to develop systems and tools to support the Partnership in resolving their queries in the most efficient way
• To provide bespoke presentations to potential and existing Partners to enable them to be the best and most productive that they can be
• Consult on bespoke complex queries as part of the Mezzanine service (a service that Partners book for longer more detailed queries), acting as the subject matter expert
• Take a high degree of personal responsibility for maintaining awareness and improving own technical knowledge in the Financial Services and Wealth Management sector, SJP products/processes/system knowledge as well as service skills
• Lead development for colleagues through the delivery of training in line with the Pathway to Competency to ensure the continuation of a high standard of service in the team
• Draft and technically sign off the development, launch and maintenance of supporting technical/advice framework content and material for distribution to the Partnership through selected media (eg. Techlink articles, Partnership websites)
• Acting as subject matter export on projects within the division and wider company
  
  

Who we’re looking for:

A technical expert who enjoys working in an environment that allows your technical knowledge to flourish and help others in what is a valuable service for the partnership.

Essential Criteria

• Qualification to level 4 Diploma required and working towards/willing to work towards level 6 (chartered)
• Recognised experts of all products/services/systems offered and used by SJP regarding Pensions, Protection, Tax, Trusts and Advice Guidance
• Solid understanding of the SJP Advice Framework
• Strong written and verbal communication
  
  

Desirable Criteria

• Experience of working across a variety of media including Live Chat, email and telephone
• Experience of working in a fast-paced technical query resolution environment – with high quality standards and deadlines
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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