Description:
As a Technical Support Consultant, you’ll:
- Provide expert technical support to Partners and Support Staff, resolving complex queries via phone, email and other channels within agreed service levels.
- Deliver clear, accurate and compliant advice to our Partnership of financial advisers.
- Act as an authority, offering tailored consultancy on advanced or complex queries.
- Support the creation, review and sign-off of technical and advice framework materials, such as articles and website content.
- Maintain your technical expertise and professional qualifications through continuous personal development.
- Deliver training and mentoring to colleagues, contributing to the Pathway to Competency and team development.
- Take a role in divisional projects, sharing your technical expertise to shape solutions and improve processes.
- Drive improvement by finding opportunities to enhance systems, tools and service delivery.
- Demonstrate SJP’s culture and values through integrity, professionalism and a commitment to delivering great client outcomes.
Who We’re Looking For
You’ll demonstrate a passion for problem solving, have meticulous attention to detail, and the ability to communicate complex topics clearly and confidently. You’ll have a minimum Level 4 Diploma in Financial Planning. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers.
Essential Criteria:
- Qualified to at least Level 4 QCF (e.g. CII Diploma in Regulated Financial Planning) or equivalent.
- Be a recognised expert of all products/services/systems offered and used by SJP with regard to Tax, Trusts and Protection.
- Able to demonstrate an in-depth understanding and specialist knowledge required to technically advise Partners and other stakeholders.
- Excellent written and verbal communication skills with the ability to simplify complex information.
- Proven experience in a financial services technical support or advice environment.
Desirable Skills:
- Experience working in a structured helpdesk or query resolution environment.
- Strong understanding of regulatory frameworks and the Consumer Duty.