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Third Party Funds Product Specialist

Hybrid in London·Added 2 days ago (last checked 12 Nov)

Our summary

Work mode
Hybrid, London
Holiday
28 days holiday + bank holidays
Pension
10% employer pension

Skills

Nice to have

Requirements

What we're looking for

  • Experience gained within wealth management, asset management or a related investment environment.
  • CFA, IMC or progress towards a relevant investment qualification.
  • Strong understanding of investment funds, fund propositions and manager selection processes.
  • Experience within product specialist, proposition, fund research, investment communications or similar roles.
  • Ability to translate complex investment concepts into clear, engaging and accessible communications.

Nice to have

  • Experience within fund research, manager research or multi-manager investment environments.
  • Knowledge of the UK adviser and wealth management market.
  • Experience supporting investment governance forums, committees or proposition review processes.
  • Exposure to proposition development, distribution or investment marketing activities

Pay & benefits

What you'll get

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.

  • 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 careers@sjp.co.uk
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.

The role

We're looking for a talented investment professional to join our Investment Office as a Third Party Funds Product Specialist. This is an exciting opportunity to play a key role in shaping how investment insights, fund research and manager information are communicated across the business. Sitting at the heart of our Third Party Fund proposition, you'll work closely with colleagues across Fund Research, Solutions, Distribution and Governance to ensure investment information is translated into clear, engaging and impactful communications.

You'll become a trusted source of expertise on our approved Third Party Fund Range, helping collaborators understand fund positioning, manager changes and proposition developments. This is a highly visible role that offers broad exposure across the business and would suit someone who enjoys combining technical investment knowledge with strong communication, collaboration and stakeholder engagement skills.

What you'll do

  • Acting as a subject matter expert on third-party funds, investment managers and approved fund propositions.
  • Partnering with Fund Research teams to communicate fund selection decisions, manager changes and investment insights.
  • Producing clear, engaging and accurate investment communications for a variety of audiences.
  • Developing fund updates, manager profiles, proposition materials and governance documentation.
  • Helping collaborators understand investment recommendations and proposition developments.
  • Supporting governance forums, committees and senior leadership discussions through the preparation of high-quality materials.
  • Building strong relationships across Investments, Product, Distribution, Marketing and Governance teams.
  • Identifying opportunities to improve the accessibility, consistency and effectiveness of investment communications.
  • Supporting innovation initiatives, including the use of technology and AI-enabled solutions to enhance investment content and insight delivery.
  • Contributing to projects that improve the quality and efficiency of investment information across the business.

How you'll work

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.

Location: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About You

You'll be an investment professional with experience gained within wealth management, asset management or a related financial services environment.

You'll enjoy translating complex investment concepts into clear and engaging messages, enabling collaborators to understand technical information and make informed decisions. You'll be comfortable working with a wide range of stakeholders, building credibility through your investment knowledge, communication skills and collaborative approach. Strong attention to detail, a commercial mindset and a genuine interest in investment markets. You will enjoy working in a collaborative environment where you can influence outcomes, develop strong relationships and contribute to the ongoing evolution of our investment proposition.

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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