Advice Apprentice

​​The Advice and Client Liaison teams provide technical expertise, oversight, and client support to ensure high-quality, compliant financial advice to all St James‘s Place financial advisers (also referred to as the Partnership). From guiding advisers on complex financial planning to resolving client concerns fairly and efficiently, the teams play a key role in maintaining trust and delivering good outcomes for clients.​ 

Key Responsibilities;

​​​Undertake administrative tasks, project coordination, analysis and other tasks as required ​Data gathering, analysis and administration activities to support efficient workflow management across the function.  ​​Demonstrate flexibility, enthusiasm, and a consistent professional attitude in transitioning to SJP and from one team to another, utilising knowledge and skills gained from across the Function, in support of the demands of the business The Client Liaison team handle all complaints regarding initial and ongoing advice provided by the Partnership.  You will get involved with processing client complaints, meeting regulatory and associated confidentiality requirements all to support efficient case flows ​System and content administration, producing reports and statistics, as well as getting a wider technical understanding through shadowing colleagues and reviewing documents

Training:
Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard The formal training will be delivered via live online classes, you will also get access to a dedicated tutor and an online portal with bespoke course materials and support

Training Outcome:
All apprenticeships are offered as permanent contracts within our organisation, with individuals progressing directly into their substantive roles within the organisation upon successful completion of the programme

Employer Description:
St. James’s Place the UK’s leading wealth manager is a FTSE 100 Wealth Management Company with £212 billion of client funds under management. Our desire to provide a dedicated service extends not only to our clients but in everything that we do. We take our responsibilities very seriously, and a large part of our success is attributed to our people and their commitment and enthusiasm.

Working Hours :
Monday to Friday, typically 9.00am - 5.00pm. Hybrid working - you will be required in the office 2-3 days each week and more when required. Permanent Contract.

Skills:
IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Analytical skills,Team working,Initiative