Key Responsibilities :
Monitors and enhances the quality of advice provided by the St. James’s Place Partnership
Responsible for managing the output and performance of the Partnership in line with our values
Actively seeks information and understanding of a Partner’s or Adviser’s business. Takes responsibility for acquiring information
Implements and maintains SJP systems to ensure that Partners and Advisers meet with the FCA’s objectives and the principles of good regulation
Ensures that Partners and Advisers develop the knowledge and skills necessary to write, document and submit business within SJP guidelines and to required standards
Keeps the Head of Business and Business Risk Manager up to date on key matters and risks that involve the Partner’s or Adviser’s business
As and when required, undertakes National, Area and Location projects at the request of the Head of Business, Transition Director or the Partnership Directors
Able to communicate at all levels
Good analytical and decision-making skills
Ability to work under pressure and meet deadlines
Service oriented approach
Ability to provide constructive feedback and coaching
PC Literate including Excel, Word & Outlook
Required Technical Knowledge :
Required to hold QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning or at least be very close
Strong understanding of current FCA regulations
How we Reward You
In addition to an attractive salary you will also receive a number of excellent benefits including a non-contributory pension, private medical insurance, life assurance, a share incentive plan, bonus sacrifice arrangements to name but a few.
We are extremely proud of The St. James’s Place Foundation. It is a grant-making charity where funds are raised and donated by the St.
James’s Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed in excess of £50 million to good causes operating in the UK and abroad.
We have received much recognition for the high quality of advice and service we provide to our clients. Most recently, this has included being voted the : Best Private Client Investment Manager ' by readers of Wealth Adviser magazine;
Pension Firm of the Year' at the FDs’ Excellence Awards ; Best Financial Advisor’ at The Personal Finance Awards’ and the City of London '2016 Wealth Management Company of the Year'.