Technical Support Consultant - Tax, Trust & Protection

Technical Support Consultant - Tax, Trust & Protection

Location: Cirencester or Bristol (Home-based working considered)

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the Role

This role is ideal for someone with strong existing tax, trust and protection knowledge who enjoys tackling complex technical queries and supporting Partners with expert guidance. You’ll thrive here if you can confidently interpret complex tax issues, and translate them into clear, practical explanations for both colleagues and Partners.

Because this is a fast paced, high volume helpdesk environment, the role will suit someone who remains calm under pressure, can juggle multiple priorities, and consistently delivers accurate, high quality responses. You should be naturally analytical, comfortable handling detailed information, and motivated by solving problems thoroughly and efficiently.

The role is primarily core service, but there may be opportunities for added value projects.

This position is a great fit for someone who takes ownership of their work and is proactive in keeping their technical understanding up to date. If you’re collaborative, detail focused, and take pride in helping others navigate complex matters, you’ll excel in our team.

What You’ll Be Doing

• 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.

• 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.
• Experience working in a structured helpdesk or query resolution environment.
• Strong understanding of regulatory frameworks and the Consumer Duty.

What's in it for you?

We reward you for the work you do through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.

We also have benefits to support whatever stage of life you are in, including:

• Competitive parental leave (26 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

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 adjustments at any stage, please let us know by emailing us at

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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