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Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeWelcome to St. James's Place, a firm committed to assisting clients in planning, developing, and safeguarding their financial futures. Our dedicated team of professional advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to meet their objectives. We emphasize financial wellbeing and ethical...
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Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeWelcome to St. James's Place, a firm committed to assisting clients in strategizing, enhancing, and safeguarding their financial futures. Our team of skilled advisors delivers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to reach their objectives. We emphasize financial wellness and ethical business...
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Cirencester, Gloucestershire, United Kingdom St. James's Place Full time{"title": "Business Assurance Administrative Support Role", "content": "At St. James's Place, we're committed to delivering exceptional financial services to our clients. We're seeking a highly organized and detail-oriented individual to join our Business Assurance team as an Administrative Support Assistant.This role will provide administrative support to...
Senior Business Assurance Adviser
3 months ago
We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals.
We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do.We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location:
Cirencester Office
Workplace Type:
Hybrid
Employment Type:
Permanent
Seniority:
Mid-Senior Level
The main purpose of this role is to act as a Technical Consultant as part of the wider division, predominantly to provide support to the Business Assurance Advisers (BAA) peer group and the Management Team.
Approximately 10% of the checking team are Senior BAA's and are required to demonstrate their increased technical knowledge by achieving Chartered status as a minimum, whereas BAA's who require Diploma status.
Deputising for management when required, acting as a point of contact with Grade Appeals and escalations, supporting work allocation and operating within a highly technical specialist area.
What you'll be doing:
- Reviewing complex and high value advice cases which may include DB transfers and/or technical project work.
- Collaborating with Business Risk and Field Management in relation to issues raised from file checking and technical support offered to enable feedback to the Partner.
- Providing expert feedback, both proactive and reactive, on case content so as to protect the clients for any misselling and the Partners and SJP from any financial, regulatory or reputational damage.
- Providing training and mentoring for new members of the team where necessary and in conjunction with the training team, including QA.
Who we're looking for:
An individual with Level 6 Chartered Financial planner status in regulated Financial Planning along with:
- A full understanding of how the BAA role fits in with the business, the end-to-end advice model, wider financial services environment, the compliance framework and steps required to avoid mis-selling.
- Ability to undertake complex calculations when assessing cases related to Income Tax, Capital Gains Tax, Inheritance Tax, annual lifetime pensions allowances and the analysis of ceding scheme information etc.
- Ability to suggest improvements to processes to drive continuous improvement within the function and to adapt to changes in process/practice and those changes driven by Regulation.
- Strong communication and relationship building skills, ability to articulate complex feedback in a way that is understood and accepted.
- Resilience to setbacks and challenges from the field and ability to manage expectations accordingly.
Special Requirements
There may also be the need to be CF30 registered, and SM & CR certified with the Regulator and the requirement for occasional travel to other sites for the purposes of training/team meetings.
What's in it for you?
- Private Medical up to family cover paid for by Company
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
- Non-Contributory Pension 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
- Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best in different ways, at different times and in different environments.
We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours.
Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversationReasonable Adjustments
What's next?
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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