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 :
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.
Who we’re looking for :
The ability to work effectively in a fast-moving technical query environment with a close attention to detail. Including :
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.
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!
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 :
Location Cirencester Hours Full time Type Permanent Department Investment Management Closing Date 01 / 06 / 2021