Business Assurance Adviser
6 months ago
St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. 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.
**Business Assurance Adviser - 12 month fixed term contract**
**Location**:Edinburgh Office
**Workplace Type**: Hybrid
**Employment Type**: 12 month Fixed-Term Contract
**Seniority**:Associate
The main purpose of this role is to compliance check a range of business submitted by the Partnership (our financial advisers), providing feedback to the Field Management Team, Business Risk Team and Partners on changes required to cases.
To also provide technical support to the Partnership in relation to the correct documentation for all case types.
**What you’ll be doing**:
- Compliance checking a range of business submitted by the Partnership.
- Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner.
- Delivering projects as required, e.g. Partner investigations.
- Attending regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made.
- Ensuring that acceptable and consistent level of service standards are maintained.
**Who we’re looking for**:
- An individual with CII Level 4 Diploma (or equivalent) as a minimum.
- PC literate, including MS Excel, Word, Outlook, Teams etc.
- You’ll develop a full understanding of how the Business Assurance Adviser role fits in with the Field Management Team and the Partnership, the end-to-end advice model, wider financial services environment, the compliance framework and steps necessary 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 make suggestions for improvements to processes to contribute to continuous improvement within the Business Assurance function. There is a requirement to be able 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.
**What's in it for you?**
- 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 full-time equivalent) with the option to buy up to an additional 5 days holiday
**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 conversation
**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.
LI-HYBRID
-
Business Assurance Adviser
5 months ago
Edinburgh, United Kingdom St. James's Place Full timeSt. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. 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...
-
Business Assurance Adviser
6 months ago
Edinburgh, United Kingdom St. James's Place Full timeCompliance checking a range of business submitted by the Partnership. Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner. Delivering projects as required, Partner investigations. Attending regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing...
-
Business Assurance Consultant
4 weeks ago
Edinburgh, Edinburgh, United Kingdom St. James's Place Full timeJob SummaryWe are seeking a Business Assurance Adviser to join our team at St. James's Place.Main ResponsibilitiesCompliance checking a range of business submissions from our partners.Advising Business Risk and Field Management on any issues raised from file checking to enable feedback to the partner.Delivering projects as required, including partner...
-
Customer Service Adviser
2 weeks ago
Edinburgh, United Kingdom Business Stream Full timeGot a gift for connecting with people? You could be our next quick thinking Customer Service Adviser. We need someone special to make every interaction with our customers count. What makes you just right for us? We need a people person who genuinely loves interacting with others. When it comes to customers, you’ll be warm and empathetic while...
-
Customer Service Adviser
3 weeks ago
Edinburgh, United Kingdom Business Stream Full time €23,100 - €24,150Got a gift for connecting with people? You could be our next quick thinking Customer Service Adviser. We need someone special to make every interaction with our customers count. What makes you just right for us? We need a people person who genuinely loves interacting with others. When it comes to customers, you’ll be warm and empathetic while bringing...
-
Customer Service Adviser
4 weeks ago
Edinburgh, United Kingdom Business Stream Full time €23,100 - €24,150Got a gift for connecting with people? You could be our next quick thinking Customer Service Adviser. We need someone special to make every interaction with our customers count. What makes you just right for us? We need a people person who genuinely loves interacting with others. When it comes to customers, you’ll be warm and empathetic while bringing...
-
Risk & Control Consultant, Adviser Vector
6 months ago
Edinburgh, United Kingdom abrdn Full timeJob Description - At abrdn, our purpose is to enable our clients to be better investors. - Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...
-
Risk & Control Consultant, Adviser Vector
6 months ago
Edinburgh, United Kingdom 1825 Full timeJob Description - At abrdn, our purpose is to enable our clients to be better investors. - Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...
-
Metering and Billing Adviser
2 weeks ago
Edinburgh, United Kingdom Business Stream Full timeAre you able to think beyond the obvious?Make your application after reading the following skill and qualification requirements for this position. We are looking for enthusiastic candidates with the ability to work as part of a team to deliver solutions for our customers. We need you to be confident using your own initiative and problem solving skills to...
-
Metering and Billing Adviser
3 weeks ago
Edinburgh, United Kingdom Business Stream Full time €23,100 - €24,150Are you able to think beyond the obvious? We are looking for enthusiastic candidates with the ability to work as part of a team to deliver solutions for our customers. We need you to be confident using your own initiative and problem solving skills to think outside the box to drive queries through to resolution. What makes you just right for us? Having...
-
Metering and Billing Adviser
4 weeks ago
Edinburgh, United Kingdom Business Stream Full time €23,100 - €24,150Are you able to think beyond the obvious? We are looking for enthusiastic candidates with the ability to work as part of a team to deliver solutions for our customers. We need you to be confident using your own initiative and problem solving skills to think outside the box to drive queries through to resolution. What makes you just right for us? Having...
-
Metering and Billing Adviser
3 weeks ago
Edinburgh, United Kingdom Business Stream Full timeAre you able to think beyond the obvious? We are looking for enthusiastic candidates with the ability to work as part of a team to deliver solutions for our customers. We need you to be confident using your own initiative and problem solving skills to think outside the box to drive queries through to resolution. What makes you just right for us? ...
-
HR Adviser
6 months ago
Edinburgh, United Kingdom Anderson Knight Full timeOur client supports hybrid working and has an office based in Edinburgh where you would spend 2 days per week working alongside a wider HR team. The HR Adviser post is a fixed term contract for 12 months, with the possibility of this position being added into the team on a permanent basis. **Key Responsibilities**: - Provide expert advice and guidance to...
-
HR Adviser
6 months ago
Edinburgh, United Kingdom Anderson Knight Full timeAnderson Knight Recruitment are working exclusively with a dynamic and growing organisation who are seeking to recruit a HR Adviser. They are looking for a motivated and experienced HR Adviser who can hit the ground running, to join their team and play a crucial role in supporting their employees across the business and contribute to various HR...
-
Team Assistant, Business Assurance
7 months ago
Edinburgh, United Kingdom Cross Resourcing Full time**Are you an experienced Team Assistant looking to join a well-known legal firm in Edinburgh?** We are excited to be working in partnership with our leading client, in Edinburgh who are looking to recruit an experienced Team Assistant, to join them in their busy Business Assurance Team. **What you’ll do** - Manage calendars, arrange meetings, and...
-
Outsourcing Trainee Business Adviser
5 months ago
Edinburgh, United Kingdom BDO Full time**Ideas | People | Trust** We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead...
-
Outsourcing Senior Business Adviser
5 months ago
Edinburgh, United Kingdom BDO UK Full timeIdeas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead...
-
Business Stream Billing Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Business Stream Full timeAbout the RoleWe are seeking an enthusiastic candidate to join our team as a Metering and Billing Adviser. This role is critical in delivering accurate and timely bills to our customers within agreed timescales.In this position, you will be responsible for overseeing the billing process, ensuring all procedures are followed by creating and maintaining...
-
Mortgage Adviser
5 months ago
Edinburgh, United Kingdom HSBC Full time-Job description If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. The Mortgage Adviser will provide a range of services to...
-
People Adviser
2 months ago
Edinburgh, United Kingdom CV-Library Full timeThe Company Able Bridge Recruitment are delighted to be partnering with a not for profit organisation in the heart of Edinburgh in the recruitment of a part time People Advisor. Benefits Flexible working and Hybrid working, Pension that is contribution Highly rewarding environment/cause Generous holiday entitlement Enhanced sickness pay This newly created...