What we do matters
At James Hay our customers are at the heart of everything we do. We strive to deliver service excellence through Advisers so they can enable Investors to navigate the second half of their financial lives.
Handling pensions and investments for more than 58,000 clients and £26bn in assets, James Hay have helped to grow people’s savings and sense of security for more than 40 years. Today, we’re developing the careers of more than 650 people too, across a range of locations.
We all have a huge part to play in enabling investors to achieve their aspirations. Every conversation, every decision, every role is vital to enhancing people’s experience of James Hay – whether directly or indirectly. That consistent quality and experience is because our colleagues all live and breathe the same values. They’re the bedrock of our business:
- Think investor
- Do the right thing
- Work as a team
- Take responsibility
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Your potential and perks
Our people matter. We want you to feel recognised and rewarded for what you do – and supported to achieve your ambitions.
In addition to a competitive salary, you’ll enjoy:
- A flexible 35-hour working week
- 25 days’ paid annual leave with holiday trading options
- Good pension with matched contribution of up to 6%
- Income protection and death in service benefit of four times your salary
- Optional excess-free private medical insurance for you and your family
- Support for your physical and mental health
- Long service awards, including extra holiday days and cash bonuses
- A workplace that values diversity and your individual talents.
Learning & Development
At James Hay, continuous professional development isn’t just about ticking boxes – it’s in our DNA. We’ll support you to be the best you can be in a variety of ways:
- Through the James Hay Learning Academy, we offer a wide range of face-to-face training courses.
- Our eLearning System offers digital learning to support mandatory FCA training, including GDPR, Anti-Money Laundering, Anti-Bribery & Corruption and Health & Safety.
- We also pay for relevant external training courses and apprenticeships.
As part of our dedication to providing our colleagues and communities with opportunities to develop, we offer several successful apprenticeship programmes. Apprentices are supported throughout by their managers and a skills coach from an accredited training provider.
The Change Delivery Team brings James Hays’ hopes and dreams to life! Their goal is to work with the wider business to establish the best way to deliver change and improvements - whilst ensuring the proposed delivery fits with the overall objectives, strategy and financial aims of the organisation. This team works with the business and delivers for it.
The Commercial department includes sales (office-based and field sales), Marketing, Proposition, Technical Support Unit, Insight, Customer Experience and Platform Consultants. Between them, these teams steer the development of the products and services we offer, manage the relationships with advisers and investors and take responsibility for delivering an excellent customer experience.
From accounting to facilities, purchase leger and procurement as well as forecasting and support, this is a dynamic team of numerical experts who provide valuable insight into and oversight of the business.
Human Resources (HR)
An energetic and proactive area of the business, the Human Resources department looks after careers, culture, learning and development, onboarding and internal communications to name just a few!
Information Technology (IT)
With roles for developers, systems experts and User Acceptance Testing specialists, service desk operators and more, the IT department provides a multitude of opportunities spanning the whole IT gambit.
Legal and Company Secretarial
A group of legal and company secretarial professionals providing advice, guidance and support to the James Hay business on a variety of corporate and legal matters, including the governance of the companies within James Hay, commercial agreements, intellectual property, litigation and core products, in particular pensions, along with trusts and investments. Part of the work involves the team drafting, negotiating, amending and reviewing legal documents to ensure that the business operates in accordance with legislative requirements, and to ensure that legal exposure of the James Hay companies is minimised. Predominantly based in Salisbury, the department also has a presence in the Bristol office.
Operations is the engine room of the business – and the largest business area in terms of people. With teams looking after everything from the opening of new products, arranging the transfers of cash and assets, paying benefits to investors, placing investments with fund managers and acting as point of contact for our financial adviser population, our Service Executives have a wide range of customer service skills, processing capabilities and technical expertise.
Risk & Compliance
Risk & Compliance - As a second line Centre of Excellence, Risk & Compliance provide guidance, oversight and advice to the business on a variety of risk and regulatory matters including; Financial Conduct Authority (FCA) conduct, data protection, anti-money laundering and risk management. The department also provides independent monitoring and assurance of the business against James Hay’s regulatory risk appetite and provides assurance to the Board that the business is operating within a compliant framework and delivering fair customer outcomes. Predominantly based in Salisbury, the department also has a presence in the Bristol and London offices.
We asked a number of James Hay staff members from different areas of the business to share their journey with us so far.
Alan Russell, Head of Technical and Business Support
I’ve been able to enjoy great career progression here, going from administrator in the old SIPP division through to management roles in Benefits and Investments. Over time I gravitated towards the technical side of the business, and became department head. All my career development was made possible by the on-the-job training I received over the years, and the opportunities James Hay provided for me to gain external professional qualifications.
I enjoy working with the people in my team, and the opportunities a company like this offers those who are prepared to work hard. As I always tell my staff, pay attention to the details, and don’t be afraid to ask questions if you aren’t sure. You’ll be amazed at the places a career at James Hay can take you.
David Lucas, Senior Platform Consultant
Location: Home-based, but national
At James Hay, if you’re prepared to put yourself forward, and look for responsibility, there’s real role mobility available, with a compensation package to suit – my career so far is proof of that. I came in as a trainer and wound up being taught a heck of a lot by being around some inspirational and amazing colleagues. And because managers appreciate – and are prepared to reward – skills and ambition, I’ve been able to move up into a consultancy role and grow from there.
And here’s the secret, it’s fun! The sheer variety of people I’ve been fortunate enough to meet, both as colleagues and clients, makes this a stimulating and vibrant environment to work, and thrive, in.
Petrece McLeod, Business Development Manager
It’s amazing the difference a supportive management team can make to your career. I’ve been offered incredible sales training at every opportunity, from call listening to think investor training courses, and it’s all thanks to the interest my managers have taken in my professional development.
I love the challenges that working in a busy sales environment brings, and there’s no better place to learn and develop your skills than James Hay. And what’s great is that my willingness to grow and further myself has been identified and rewarded with opportunities to move up to the next level. I’m excited to know that I work with a company that values my desire to better myself.
Samantha Prince-Mernick, Press Officer
I started out as a Corporate Communications Executive, and thanks to the great mentoring and training I received, I’ve progressed to my ideal role as Press Officer.
I love the dynamic atmosphere here in the Marketing and Sales offices, and James Hay have always encouraged me in both my career and personal goals. In my case, that meant improving my overall health, and I’m happy to say I’ve done that, thanks in no small part the flexibility that the opportunity to work from home brings.
Joining James Hay means joining a family, and my colleagues are so supportive. Every day I get to work with great people who care about what they do and have a positive impact on our customers.
Steve Hardy, Senior Platform Consultant
I’ve been given the freedom and opportunity to explore so many roles here at James Hay. The sheer variety of departments and projects I’ve worked with has given me exposure to different aspects of the financial services industry, and this freedom has helped me grow on many levels.
Working at such a large and established company means there’s always opportunity to expand your professional network, find new opportunities to gain knowledge, and evolve your career in more ways than I ever thought possible when I first started out.
St Paul's Road
1a Lloyd's Avenue
Kent's Hill Business Park
Our current vacancies
If you would like to apply for any of the vacancies listed and join our team please send your CV to email@example.com
Please state which role you are applying for, explain any gaps in your employment, state the salary you are seeking and confirm that you have read and understood the Candidate Privacy Notice.
This role will be responsible for delivering business changes across process, people and systems, through the Business Analysis function. Working at a senior level to provide a pivotal role in providing vision and leadership to grow, develop and shape the Business Analysis function and methodology. This role will bring together the needs of the business as a whole, with IT in order to facilitate the delivery of appropriate and effective outcomes.
This role will be responsible for managing multiple projects within the James Hay Partnership using approved methodology and processes, as defined by the Change Oversight Board. The successful candidate will ensure project delivery to quality and cost targets through building cross functional project teams.
The Property team manages the purchase and sale of properties held on behalf of pension members, as well as dealing with any issues that arise during the time the property is held within the SIPP.
The purpose of all test roles is to support achieving the highest quality outcomes for James Hay's Investors, Advisers and End-users wherever those stakeholders interact with our technology. Typically, this will be delivered through validating that stakeholder expectations of our technology can be met and verifying that changes to our technology actually met those expectations and continue to do so once in operation.
Taking responsibility for delivering business changes across process, people and systems, while improving customer experiences/journeys, service and risk management.
Service Executives work as part of a team responsible for administering JHP products and services in line with product Terms & Conditions, and in accordance with company policies and procedures, and relevant regulatory requirements. Each team completes processes for a specialist area of administration depending on the operational department the team resides in. Details of each team’s specific responsibilities can be found in the Operations Team Responsibilities document).
Senior Service Executives work as part of a team responsible for administering JHP products and services in line with product Terms & Conditions, and in accordance with company policies and procedures, and relevant regulatory requirements. Each team completes processes for a specialist area of administration depending on the operational department the team resides in. Details of each team’s specific responsibilities can be found in the Operations Team Responsibilities document).
The purpose of this role is to achieve the highest quality outcomes possible for James Hay's Investors, Advisers and End-users wherever they interact with our technology.
Reporting to the Head of IT Operations and liaising with the Head of Infrastructure, the Information Security Manager will be responsible for maintaining Information Security policies and controls, in addition to application, infrastructure and network security reviews of local, national and international operations to ensure the security of all Information Security assets within the James Hay partnership.
As part of IFG Group, James Hay Partnership is a market leader in the field of Self-Invested Personal Pensions (SIPP) and WRAP product and administration. The IT team are currently involved in a strategic programme of work, to grow the business and improve Technology in alignment with the strategic roadmap.
The e-Commerce Developer will be a member of the web application development team. You will deliver imaginative solutions to business problems. The role entails analysis, systems development, support and maintenance activities across the business. Given your specialist business background you will understand where practical solutions can be chosen to meet business change requirements and where a high quality focus will be required.
Service Executives work as part of a team responsible for administering James Hay Partnership products and services in line with product Terms & Conditions, and in accordance with company policies and procedures, and relevant regulatory requirements. Each team completes processes for an area of administration depending on the operational department the team resides in with the ultimate aim as to ensure positive investor outcomes are achieved.