Are you ready tochart your own career path With our refreshed strategy were 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: Edinburgh Office
Workplace Type:Hybrid
Employment Type: 12 month Fixed-Term Contract
Seniority:Associate
Were seeking candidates who hold either 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.
Within this role youll 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.
Youll provide focused feedback and guidance to the SJP Partnership influencing behaviour and encouraging engagement to ensure adherence to the regulatory and SJP Advice Policy and Compliance frameworks.
Whats in it for you
We reward youfor the work you dowhether thats through our discretionary annual bonus scheme that reflects bothpersonal and company performance competitive annual leave allowance (28 daysplus bank holidays with the option to purchase an additional 5 days) oronline rewards platform with a variety of discounts.
We also havebenefits to support whatever stage of life you are in including:
Reasonable Adjustments
Were an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all if you require reasonable adjustment(s) at any stageplease let us know by emailing us at
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply regardless ofwhether you tick every box.
Whats next
If youre excitedabout this role and believe you have the skills and experience were lookingfor wed love to hear from you! Please submit an application by clickingapply below and our team will be in touch.
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.
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Required Experience:
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