Investment Adviser
St. James's Place
Cirencester, England, GB
3d ago

Investment Adviser

Location : Cirencester

The main purpose of this role is to help Partners acquire new clients and service their existing clients through the provision of technical investment support.

This role supports the Partnership, field management teams, and head office departments, dealing with investment technical related queries through a phone, email, live chat and mezzanine service.

The role provides specialist support around articulating the SJP Investment Proposition as well as guidance on markets, portfolio & fund positioning, performance and overall financial planning focusing on client outcomes.

What you’ll be doing :

  • Provide outstanding investment technical and propositional and processing support to the SJP Partnership, PSS, clients and wider business.
  • This includes the investment product & service range SJP DFM, investment management approach, fund performance, investment markets and investment business processing and servicing via phone, live chat and email platforms.

  • Support the communication, promotion and education of the investment proposition and tools across SJP to maintain and build on excellent servicing standards to clients as well as improving understanding of the IMA / DFM and investment product range, utilising digital tools where appropriate whilst supporting the development of these tools.
  • Support the adoption of the SJP Investment Proposition through proactive Partner and wider business engagement, focused utilisation of technology, collaboration with Partner and PSS support teams to aid the continuous revaluation and development of the Investment proposition.
  • Articulate St. James’s Place fund performance against benchmarks and markets, demonstrating the added value by investing via the Partnership.
  • Who we’re looking for :

    The ability to work effectively in a fast-moving technical query environment with a close attention to detail. Including :

  • QCA Level 4 Diploma in Financial Planning, ideally working towards QCA Level 6 Chartered Financial Planner Status or equivalent Investment based qualifications e.g. CISI, CFA.
  • Ability to deliver complex information clearly and succinctly
  • Strong written and verbal communication skills
  • Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

    Flexible Working

    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.

    We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

    Our Rewards

    In joining us we aim to give peace of mind for you and your loved one’s futures. In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including :

  • Non-Contributory Pension 10% (increasing with length of service) with further pension matching
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Share schemes that enable all employees to have a stake in SJP
  • Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave.
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement increasing with length of service (with the option to buy an additional up to 5 days
  • Cycle to work scheme
  • Employee Volunteering
  • Location Cirencester Hours Full time Type Permanent Department Investment Management Closing Date 01 / 06 / 2021

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