Technical Services Adviser

St. James’s Place


Date: 6 days ago
City: Cirencester
Contract type: Full time
Are you ready to chart your own career path? At SJP we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation and autonomy, SJP could be the place for you.

At a glance:

Location: Cirencester Office

Workplace Type:

Employment Type: Permanent

Grade: Level 5PM

The role:

  • Provide technical support to the Partnership regarding Tax, Trusts, Protection and Investments
  • Support the Partnership with the Investments Advice Guidance Framework
  • To provide a peerless technical query resolution service, via phones, email and Live Chat, adhering to agreed standards, to Partners and PSS to agreed service levels.
  • Provide ’added value’ services to the Partnership as required
  • Personally contribute to the continuous improvement of the technical query resolution service

What you’ll be doing:

  • Accurately resolve technical queries received via Live Chat, phone, email, ASK and any other digital media.
  • Support the delivery of core service as required by the operation within agreed service levels.
  • Takes personal responsibility for improving own technical knowledge, SJP product/process/system knowledge as well as service skills.
  • Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager.
  • Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place
  • Personally display and evidence adherence to the SJP Culture and Values
  • Maintain professional qualification standards through effective CPD evidencing and recording.
  • Willing to contribute to small scale projects within the division.

Who we’re looking for:

We are seeking a knowledgeable professional who embodies SJP’s culture and values while delivering exceptional technical support. The ideal candidate will have strong expertise in our products, services, and systems, with the ability to communicate complex information clearly across various digital platforms.

Essential Criteria

  • Must be CII level 4 Diploma qualified
  • Experience of working in a customer or helpline service environment
  • Strong understanding of the SJP Advice Framework
  • Experience of working with the SJP Partnership

Desirable Criteria

  • Strong written and verbal communication
  • Excellent timekeeping skills.

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.

We also have benefits to support whatever stage of life you are in, including:

  • Competitive parental leave (28 weeks full pay)
  • Private medical insurance (optional taxable benefit)
  • 10% non-contributory pension (increasing with length of service)

Reasonable Adjustments We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]

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.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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