Job Description
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Within this role, you'll undertake suitability assessments across a range of business submitted by our financial advisers (The SJP Partnership) including Alternative and offshore Investments, IHT/trust planning and Pensions.
We're seeking candidates who either hold a Diploma in Regulated Financial planning OR are part way through qualification, having passed some RO exams, with the ability to demonstrate application of this technical knowledge as well as analytical expertise.
The postholder is required to provide focused feedback and guidance to the SJP Partnership, be able to influence behaviour and encourage engagement to ensure adherence to the regulatory and SJP Advice Policy and Compliance frameworks.
What you'll be doing:
- To operate w...