Job Description

Are you ready to chart your own career path? With our refreshed strategy, we're building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location:

Cirencester Office

Workplace Type:

Hybrid

Employment Type:

Permanent

Seniority:

Mid-Senior Level


We're looking for a passionate and technically skilled professional to help drive the growth and adoption of goals-based financial planning across the St. James's Place Partnership. As part of a small, high-performing team, you'll provide expert guidance and support on cashflow planning tools including OPAL and Voyant, ensuring Partners have the confidence and capability to deliver exceptional client outcomes. This role is pivotal in enhancing the Partnership's understanding and application of goals-based planning, shaping how advice is delivered across the business.

What you'll be doing

In this role, you'll:

Resolve technical queries on OPAL and Voyant, received via mezzanines, email, and Techlink, to agreed service standards. Lead and facilitate training sessions, workshops, and mezzanines at all levels to build technical understanding across the Partnership. Design, produce, and publish engaging goals-based planning content for SJP platforms, including Techlink, SJP House, and the intranet. Promote the benefits of goals-based planning and identify opportunities to increase adoption across the Partnership. Use management information (MI) to help Partners create robust and accurate cashflow forecasts for clients. Continuously improve our service to Partners, demonstrating what 'excellent and professional' technical support looks like. Provide mentoring support to the Holistic Planning Adviser and contribute as a subject matter expert to divisional and business-wide projects. Feed user insights into the development of cashflow planning tools, supporting testing and product enhancements. Uphold and promote SJP's leadership vision, culture, and departmental goals.

Who we're looking for

We're seeking an experienced technical planning professional who combines deep financial planning knowledge with a passion for empowering others. You'll be confident working in a fast-paced environment, handling complex queries, and helping Partners understand how to deliver great outcomes for their clients. Collaboration, communication, and a drive to continuously improve are key to success in this role.

Essential skills and experience:

Excellent communication, presentation, and relationship-building skills across all levels. Experience creating and delivering technical content or training to diverse audiences Proven ability to analyse complex cases and develop creative, compliant solutions. Broad understanding of the SJP Advice Framework and financial planning processes.

Desirable skills:

Diploma in Financial Planning (or equivalent qualification). Strong technical knowledge of cashflow planning tools, particularly OPAL and Voyant.

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 (26 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 careers@sjp.co.uk

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.