Overview

Position Title:  Investment Technical Support Adviser

Company: St. James’s Place

Location: Cirencester

Job Description:

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.

Responsibilities:

  • Our culture is the glue that binds us together – It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.
  • We want to embrace diverse backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.
  • In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering.
  • Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate charity in UK.

Requirements:

  • Provide outstanding investment 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.