Commercial

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.

Finance

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. The team is based at our Salisbury office.

Operations

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 our London office.