Are you ready to chart your own career path? With our refreshed strategy, we’re 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: Permanent
Seniority: Associate
We're seeking candidates who hold either a Diploma in Regulated Financial Planning OR are close to qualification, with the ability to demonstrate application of this technical knowledge as well as analytical expertise.
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.
You’ll 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.
- Apply your technical expertise with minimal supervision to review a wide range of advice submissions. Ensure accuracy and strong analysis across complex areas such as tax, critical yield, and affordability assessments.
- Deliver clear, actionable feedback to Partners and the Wealth Management team, addressing gaps in advice or documentation while driving improvements in future submissions and overall quality.
- Act as a subject matter expert, contributing to projects and providing consultation across the business to reduce regulatory, financial, and reputational risk.
- Identify and escalate emerging trends or issues from case reviews and Partner interactions, proactively addressing risks and driving continuous business improvement.
- Collaborate effectively with colleagues, fostering a supportive, team-driven environment.
- Ideally qualified in a level 4 diploma in Diploma in Regulated Financial planning (DipPFS ), or close to qualification.
- Relevant financial services experience.
- Good attention to detail.
- Strong written communication skills.
What's in it for you?
Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.
In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.
Our benefits include:
- 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
- Private Medical Insurance – company-funded cover for you and your immediate family
- Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
- Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
- Protection Benefits – company-funded critical illness cover, income protection, and life assurance
- EV salary sacrifice scheme through Tusker
Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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