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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: Bristol Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Associate
St. James's Place (SJP) is focused on helping our clients plan, grow and protect their financial futures. We deliver personalised, one-to-one financial advice to our clients, who entrust us to manage their money on their behalf.
We provide this service via the Partnership, a network of qualified, expert advisers. 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 who 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.
The purpose of the Partnership Consultation team is to remain in touch with sentiment and needs across the ever-evolving SJP Partnership. We work across the business to shape meaningful research projects using a variety of approaches including Face to Face events, structured surveys and deep dive discussions.
We use the insight gained from research projects to inform stakeholders and positively influence change to create better outcomes for Partners and their clients. The post holder will play a key role in ensuring a joined-up approach within the team, driving efficiencies to deliver meaningful and actionable insights to key stakeholders.
What you will be doing:
- Support the delivery of SJP’s Partner Consultation programme (both Face to Face events and ongoing online engagement).
- For the Face-to-Face programme you will be responsible for the logistics of these events - ensuring good attendance, handling budgets, agreeing topics to be covered, liaising with senior Directors, co-hosting and engaging with attendees from the Partnership to maximise the value of these days.
- Be the lead contact with Partnership Operations team who will support with planning and logistics for Face to Face events. Maintain visibility of online platform research programme working closely with third-party supplier that the team works with. Drive membership, prioritise activity and maintain health of the research platforms we manage.
- Work collaboratively to enhance the impact and visibility of the team’s activity - work closely with Senior Research Manager to deliver key insight to stakeholders and consider wider implications for the business.
- Co-ordinate and deliver team communications – this will include ‘closing the feedback loop’ with those who have given their feedback, as well as updates to internal stakeholders & senior executives.
- Be comfortable drawing conclusions & challenging the status quo, through building a deep understanding of SJP and the views of the Partnership.
What we need from you
- A desire to build an excellent understanding of the Partnership and the challenges they face in running their businesses. Develop your knowledge of the Field Operating Model and the different functions and inter-dependencies in Cirencester.
- Ability to work independently, project manage a diverse programme of activity including stakeholder management and communications.
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.
