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Trainee Business Assurance Adviser
4 months ago
**Who We Are**
People have always been at the heart of St. James’s Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially. These core values have enabled us to become a leading FTSE 100 Wealth Management company.
**Trainee Business Assurance Adviser**
**Location: Cirencester / Hybrid**
This role is a junior level role with the aim to prepare job holders for a Business Assurance Adviser Role by providing practical experience and support to achieve Level 4 Diploma.
The individual will start within Business Assurance (BA) performing predominantly administrator duties, assisting with the oversight of automated system processes, including focus on the identification of cases by our Case Selection Model and understanding how the business submission process influences this.
You will undertake training to become a Diploma Qualified Business Assurance Adviser (BAA): this will be specific to the individual when it comes to timeline but will involve self study for all 6 CII RO exams and training support in relation to the checking aspects of the BAA role.
**What you’ll be doing**:
**Initially**
- Providing administration support to the Business Assurance Team to assist in their roles.
- Reviewing Admin Centre queries on approved cases to support the processing of new business in an efficient manner and providing clear and concise feedback and support to Partners where it is identified cases have been submitted incorrectly.
- Managing the departmental inbox by responding to queries from individuals around the business or redirecting them as appropriate.
- Completing ad hoc tasks as required to support the team.
**Longer term**
- Achieving CII Diploma level 4 in no more than 24 months from taking the first exam.
- Taking all Internal accreditation deemed appropriate Internal licences.
- Engaging with the training provided from the internal training team in relation to case checking and be seen to be making continuous improvement.
- Being a proactive self-starter with your learning and seek to read around the topic to ensure success.
**Who we’re looking for**:
- Understanding of or willingness to develop knowledge of Partnership, Field Management Team and location structure, internal IT systems including Aptus and MIA along with iBusiness and Business Submission processes.
- Ability to work under pressure and to deadlines within agreed SLA’s, with a keen eye for details and highly organized.
- Strong communication skills, verbal and written and the ability to build relationships with key stakeholders.
- Analytical skills and a high level of numeracy.
**Flexible Working**
We know that everyone works best in different ways, at different times and in different environments. We value all of our employees and appreciate that everyone is different, and at different stages within their career. Recognising this, 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
**Why work for us?**
**Our Rewards**
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including:
Non-Contributory Pension - 10% (increasing with length of service) with further pension matching
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
Best in class terms and conditions including 6 months paid maternity and paternity leave.
Private Medical and Dental Insurance
28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy an additional up to 5 days
Discretionary bonus scheme dependent on company and personal performance, varied by level
- Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)
**Our Culture**
Our culture is the glue that binds us together - It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.
We want to embrace diverse backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.
In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering. Over 80% of all our employees and Partners donate each month to our Charitable Fo
