Coordinator - Vulnerable Clients

We have a fantastic 12-month opportunity for a dedicated and capable Coordinator to join our Business Improvement Team in the Technical Connection Division with the possibility of becoming permanent for the right person.

Working within the Vulnerability & Client Assistance Team, you will provide administrative support to our Vulnerable Client Consultant, Partnership and wider Business to help drive education and awareness of clients in vulnerable circumstances - a key Financial Conduct Authority (FCA) initiative.,

• Create and update content on our Vulnerability hub, helping Partners to self-service their vulnerability questions and ensure they have access to the right support.


• Organise and advertise monthly Masterclasses - virtual learning for the Partnership with industry and internal experts.


• Organise and advertise podcasts, using both the Resilience in a Changing World and any other relevant series.


• Assist in creating our Vulnerability Newsletter - sharing information with our internal audiences, including the Partnership.


• Answer straightforward queries on vulnerability, escalating where appropriate.


• Provide training sessions on the fundamentals of vulnerability - these may be face-to-face or virtual.


• Support in creating data packs for use around the business., 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


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!

Someone with a passion for providing the highest levels of support and delivering exceptional service. Excellent attention to detail and written English and verbal skills. Organised and supportive with an empathetic nature, who has excellent relationship-building skills and understands the importance of discretion and diplomacy., While no formal qualifications are required for this role, knowledge or experience in the below will hold an advantage:

• Working with Vulnerable Clients


• Exposure to Working Groups and/or Committees


• Financial Services
  
  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.