Harry Bonner

Provide technical support to the Partnership across the Advice Framework (Investments), building specialist and technical knowledge that complements my earlier Private Client experience.

• Resolving technical and advice queries from Partners and Partnership Support Specialists through phone, email, Live Chat and digital channels, working to agreed service standards
• Analysing complex and non-standard questions, using consultative questioning to understand the underlying circumstances, and explain relevant technical guidance and options clearly.
• Acting as a subject matter expert for longer, bespoke discussions, helping Partners work through more involved queries and identify appropriate next steps within the advice framework.
• Drafting and technically reviewing guidance and advice-framework material for the Partnership, including content shared through Techlink and other selected channels.
• Contributing to technical service improvements and divisional projects, working with teams across the business to improve the tools and information available to Partners
• Supporting colleague development through coaching, training and ongoing knowledge sharing, while maintaining and extending my own technical knowledge.

Supported the Private Client Advice Team with new and existing Private Client business, overseeing service delivery and acting as the main service contact for Partners and clients

• Managed end-to-end onboarding and case progression for high-value Private Client investments, coordinating with administration centres and internal teams to support accurate, timely outcomes.
• Handled complex and high-priority service issues, taking ownership of investigations and coordinating resolution or escalation through to completion.
• Responded to Partner queries, explained processes and requirements, and balanced competing cases while maintaining service standards.
• Built effective relationships across the Partnership, administration centres and internal stakeholders, supporting client experience and retention.
• Maintaining a strong understanding of St. James's Place products, systems, and procedures.
• Promoting and embodying the Private Client division's core values of good client outcomes, teamwork, and openness.

Supported onboarding of new Private Client business across the Partnership, working with Partners, the Private Client Advice Team and business functions to progress cases

• Collaborated with administration centres to ensure accurate case setup, correct application of bespoke charging structures, and documentation of concessions.
• Acted as a key point of contact for Partners on their largest new business submissions, providing tailored support and guidance.
• Worked with the Private Client Advice team, Business Assurance, Group Risk, and other business areas to support case progression.
• Prepared and managed Private Client documentation packs, ensuring all materials were complete and compliant.
• Contributed to divisional projects aimed at developing and enhancing the Private Client Service proposition.
• Served as a subject matter expert on internal systems and operational processes, providing training and guidance where needed.
• Maintained strong relationships with Admin Centre teams to continuously improve service delivery to both Partners and clients.

I joined St. James's Place in September 2018 as a Private Client Apprentice, marking my first role in the financial services industry. Over the 12-month apprenticeship, I gained valuable insight into SJP and its Partnership model, providing a strong foundation for my career in financial services. My role in the Private Clients team introduced me to new business support, where I was responsible for tasks such as inbox monitoring, drafting template responses, and handling Partner communications over the phone. I developed key professional skills through hands on experience and formal study, successfully completing my CII LP2 and CF1 exams. I finished the apprenticeship with a Distinction in a level 3 Financial Services Administrator apprenticeship, which demonstrated both my commitment and capabilities as an apprentice.