Client Specialist

Due to expansion and growth we have new permanent opportunity to join our Client Service Team. The role is to coordinate our team of Client Service Associates and the activity relating to Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients.

You will lead our team of Client Associates and provide guidance and information to our Partners, the wider business and our clients regarding the process and parameters of our policies. This guidance will ensure the needs of our clients are met, whilst balancing the obligations of the Partnership as set out within our Consumer Duty and Ongoing Advice policies.,

• To lead the OAC team, who are responsible for upholding our OAC switch off / switch on processes.


• To review, validate and refer Instructions relating to Ongoing Advice Charges


• To provide guidance and information regarding our Ongoing Advice policy


• To Ensure meaningful MI Is recorded and analysed


• To be Involved In leading the review of processes associated to OAC activity, to identify and progress efficiencies Including automation


• Maintain a close working relationship with our administration centre and other business areas across SJP
  
  A confident communicator, with excellent written and verbal skills, a tenacious and pragmatic approach to work, who enjoys a supportive and adaptable work environment. A confident relationship builder and team motivator, with a passion for getting things right., Strong communication skills, both written and verbal


• Leading or managing a team


• Good IT literacy, including Excel, Word, Outlook, SharePoint, Salesforce, Teams, Zoom and PowerPoint


• Experience in an administration position and/or Financial Services will hold an advantage
  
  St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.


We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

What's in it for you?

• Private Medical paid for by Company.


• Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.


• Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.


• Parental leave - 6 months full pay


• 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday



• Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)


Flexible Working
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!