Technical Support Consultant - Pensions

St. James'S Place; Gloucester; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Health cash plan

34 days annual leave

Job summary

St. James's Place in Gloucestershire is seeking a Technical Support Consultant with strong pensions knowledge to handle complex queries and guide Partners with expert explanations of scheme rules and legislation. This fast-paced role emphasises accuracy, compliance, and continuous professional development.

You will deliver technical support across channels, mentor colleagues, and contribute to process improvements while upholding the company’s values and client outcomes.

Qualifications

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• Strong pensions knowledge and regulatory awareness.
• Ability to interpret scheme rules, legislation and processes clearly.

Responsibilities

• Provide expert technical support to Partners and Support Staff via phone, email and other channels within service levels.
• Deliver clear, accurate and compliant pension advice to financial advisers.
• Act as an authority offering tailored consultancy on complex queries.
• Support creation, review and sign-off of technical and advice framework materials.

Skills

Pensions knowledge

Problem solving

Communication

Regulatory awareness

Education

Level 4 Diploma in Financial Planning

Job description

Technical Support Consultant - Pensions St. James's Place Gloucestershire, Gloucestershire, United Kingdom

This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About the Role

This role is ideal for someone with strong existing pensions 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 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.

What You'll Be Doing

• Provide expert technical support to Partners and Support Staff, resolving complex queries via phone, email and other channels within agreed service levels.
• Deliver clear, accurate and compliant advice to our Partnership of financial advisers.
• Act as an authority, offering tailored consultancy on advanced or complex queries.
• Support the creation, review and sign-off of technical and advice framework materials, such as articles and website content.
• Maintain your technical expertise and professional qualifications through continuous personal development.
• Deliver training and mentoring to colleagues, contributing to the Pathway to Competency and team development.
• Take a role in divisional projects, sharing your technical expertise to shape solutions and improve processes.
• Drive improvement by finding opportunities to enhance systems, tools and service delivery.
• Demonstrate SJP's culture and values through integrity, professionalism and a commitment to delivering great client outcomes.

Who We're Looking For

You'll demonstrate a passion for problem solving, have meticulous attention to detail, and the ability to communicate complex topics clearly and confidently. You'll have a minimum Level 4 Diploma in Financial Planning. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers.

• Qualified to at least Level 4 QCF (e.g. CII Diploma in Regulated Financial Planning) or equivalent.
• Be a recognised expert for all products/services/systems offered and used by SJP regarding pensions.
• Able to demonstrate an in-depth understanding and specialist knowledge required to technically advise Partners and other stakeholders.
• Excellent written and verbal communication skills with the ability to simplify complex information.
• Proven experience in a financial services technical support or advice environment.
• Experience working in a structured helpdesk or query resolution environment.
• Strong understanding of regulatory frameworks and the Consumer Duty.

Full-time

Full-time +1

Salary £27,500 per annum plus 34 days leave (rising to 39) and health cash plan worth over £1140