Business Assurance Adviser
4 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.
**Location**: Bristol, Aztec West
**Workplace Type**: Hybrid
**Employment Type**:Permanent, Full Time
**Seniority**:Associate
We have a fantastic permanent opportunity to join our close and dedicated team in our Bristol office, where you will be responsible for checking for a range of business submitted by our Partnership (our financial advisers), providing feedback to the Field Management Team, Business Risk Team and Partners on changes that are required for client cases and to provide technical support to the Partnership in relation to the correct documentation for a variety of case scenarios.
**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**:
- PC literate, including MS Excel, Word, Outlook, Teams etc.
- 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 and the ability to handle expectations accordingly
Special Requirements:
- CII Level 4 Diploma or have passed two examinations and working towards becoming fully qualified
- Be willing for the initial first few months to be in the office for training and onboarding
- Be a genuine teammate who likes working with people and solving problems
**What's in it for you?**
- Private Medical 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 full-time 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 conversation
**Reasonable 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.
LI-HYBRID
-
Business Assurance Adviser
4 months ago
Bristol, 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
4 months ago
Bristol, United Kingdom St. James's Place Full time**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. **Business Assurance Adviser/Senior Business Assurance...
-
Business Assurance Adviser
4 months ago
Bristol, 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...
-
Information Assurance Adviser
4 months ago
Bristol, United Kingdom BOEING Full timeAt Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for...
-
Principal Solar Consultant
4 weeks ago
Bristol, United Kingdom Business Assurance Full timeDescriptionRenewables is a growing department of almost 120 experts in DNV’s UK & Ireland region. We are actively solving the biggest challenge of our time, the energy transition. We provide specialist consulting and assurance to the renewable industry for on and offshore wind, solar and storage, and power grids. We are continually looking to strengthen...
-
Business Assurance Specialist
1 week ago
Bristol, Bristol, United Kingdom St. James's Place Full time{"title": "Business Assurance Role", "description": "Job SummaryWe are seeking a highly skilled Business Assurance Specialist to join our team at St. James's Place. As a Business Assurance Specialist, you will be responsible for ensuring that our business partners comply with regulatory requirements and maintain high standards of service delivery.Key...
-
Business Assurance Specialist
1 week ago
Bristol, Bristol, United Kingdom St. James's Place Full time{"title": "Business Assurance Role", "description": "Job SummaryWe are seeking a highly skilled Business Assurance Specialist to join our team at St. James's Place. As a Business Assurance Specialist, you will be responsible for ensuring that our business partners comply with regulatory requirements and maintain high standards of service delivery.Key...
-
Social Policy Adviser
4 months ago
Bristol, United Kingdom Pelican Business Services Full timeOur Social Policy team is responsible for administering our client's highly regarded payment assistance schemes and special tariffs. **What you'll do**: We are proud to offer a variety of great ways to support customers who are finding it difficult to pay their water and sewerage charges and, as a Customer Service Adviser within the Social Policy team, you...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker OpportunityWe are seeking an experienced Specialist Finance Broker to join our team at Adviser Selection. Our client is an award-winning mortgage brokerage with a specialist finance arm that is experiencing rapid growth.The successful candidate will be responsible for sourcing and managing bridging loans, development finance, and...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker OpportunityWe are seeking an experienced Specialist Finance Broker to join our team at Adviser Selection. Our client is an award-winning mortgage brokerage with a specialist finance arm that is experiencing rapid growth.The successful candidate will be responsible for sourcing and managing bridging loans, development finance, and...
-
Business Assurance Specialist
2 days ago
Bristol, Bristol, United Kingdom St. James's Place Full timeJob SummaryWe are seeking a highly skilled Business Assurance Adviser to join our team at St. James's Place. As a key member of our Business Assurance function, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on business submissions from our partners,...
-
Business Assurance Specialist
2 days ago
Bristol, Bristol, United Kingdom St. James's Place Full timeJob SummaryWe are seeking a highly skilled Business Assurance Adviser to join our team at St. James's Place. As a key member of our Business Assurance function, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on business submissions from our partners,...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker Opportunity Adviser Selection is partnering with an award-winning mortgage brokerage to find an experienced specialist finance broker. The successful candidate will be responsible for originating and managing specialist finance deals, including bridging loans, development finance, and commercial mortgages. Our client has...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker Opportunity Adviser Selection is partnering with an award-winning mortgage brokerage to find an experienced specialist finance broker. The successful candidate will be responsible for originating and managing specialist finance deals, including bridging loans, development finance, and commercial mortgages. Our client has...
-
Business Assurance Specialist
2 weeks ago
Bristol, Bristol, United Kingdom St. James's Place Full time{"title": "Business Assurance Role", "description": "Job SummaryWe are seeking a highly skilled Business Assurance professional to join our team at St. James's Place. As a Business Assurance Adviser, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on...
-
Business Assurance Specialist
2 weeks ago
Bristol, Bristol, United Kingdom St. James's Place Full time{"title": "Business Assurance Role", "description": "Job SummaryWe are seeking a highly skilled Business Assurance professional to join our team at St. James's Place. As a Business Assurance Adviser, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker OpportunityWe are seeking an experienced Specialist Finance Broker to join our team at Adviser Selection. Our client is an award-winning mortgage brokerage with a specialist finance arm that is experiencing rapid growth.The successful candidate will be responsible for originating and managing bridging loans, development finance, and...
-
Bristol, Bristol, United Kingdom Adviser Selection Full timeSpecialist Finance Broker OpportunityWe are seeking an experienced Specialist Finance Broker to join our team at Adviser Selection. Our client is an award-winning mortgage brokerage with a specialist finance arm that is experiencing rapid growth.The successful candidate will be responsible for originating and managing bridging loans, development finance, and...
-
Business Assurance Specialist
4 hours ago
Bristol, Bristol, United Kingdom St. James's Place Full timeJob SummaryWe are seeking a highly skilled Business Assurance Adviser to join our team at St. James's Place. As a key member of our Business Assurance function, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on business submissions from our partners,...
-
Business Assurance Specialist
9 minutes ago
Bristol, Bristol, United Kingdom St. James's Place Full timeJob SummaryWe are seeking a highly skilled Business Assurance Adviser to join our team at St. James's Place. As a key member of our Business Assurance function, you will play a critical role in ensuring the quality and integrity of our business operations.Key ResponsibilitiesConduct thorough compliance checks on business submissions from our partners,...
