Technical Consultant
Core
Provide expert technical guidance and query resolution for financial planning partners and internal teams, interpreting scheme rules and legislation.
Role type
Senior IC Technical Consultant (Financial Planning)
Builds
Accurate, compliant technical guidance and solutions for partners
Domain
Financial Services / Investment Planning
Deliverable
client delivery
Required skills
Level 4 Diploma in Financial Planning, expert knowledge of financial planning products and systems, ability to interpret scheme rules and legislation, consultative questioning, technical presentation design, process improvement
Preferred skills
Understanding of St. James's Place products and systems, experience consulting on complex financial queries
Technologies
Financial planning systems and tools
Responsibilities
Deliver high-quality technical query resolution to partners and PSS, use consultative questioning to establish root causes, design and deliver bespoke technical presentations, drive continuous improvement in systems and processes, provide support on SJP products and procedures, maintain oversight of multiple SJP functions, act as subject matter expert for Mezzanine bookings, support team development through training, provide ad-hoc technical signoff
Seniority
Mid-Senior Level