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Claims Adviser

  • Financial Services
  • Cirencester
  • 22/05/2024
  • Permanent

Job Overview



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Work Location

Remote and/or Onsite

Job Description

If the link to apply for no longer works this may be because the job opportunity has closed early. We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.

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.

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent 

Seniority: Associate

Are you looking for a role where you can apply your complaints or quality control experience from within the financial services sector?

Within our Claims Adviser role, you will investigate and resolve client advice or product-related issues before they become complaints.

What you’ll be doing:

  • Working closely with Business Assurance, Field, Actuarial and other colleagues, you will investigate and resolve individual client advice or product-related issues that may become complaints if no action is taken.
  • Review all evidence; including documentation, recollections of those involved and what would be deemed reasonable.
  • Ensure St. James’s Place treats its clients fairly by reviewing cases equitably, effectively and promptly.
  • Proactively identify and escalate sensitive issues, to ensure senior-level awareness at an early stage.
  • Review what has gone wrong, identify what needs to be done to correct the situation and make the correction with as little disturbance to the client as possible.
  • Protect the client relationship whilst balancing commercial considerations.


Who we’re looking for:

  • You’ll have strong experience from a complaint handling or quality control role gained within the financial services industry.
  • A good technical understanding of products, including life, pensions and investments – as well as Trusts and all types of Tax.
  • CII Level 4 Diploma in Financial Planning (or working towards), or equivalent experience.
  • Excellent communication skills, both verbal and written, and the ability to make decisions and clearly document reasoning and action required.
  • You’ll stays calm under pressure, demonstrating effective time management, with the ability to react to changes as they present.


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!

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.

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]

What's next?

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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