Fos Administrator
7 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**:Cirencester Office
**Workplace Type**: Hybrid
**Employment Type**: month Fixed-Term Contract
**Seniority**:Entry Level
**FOS Administrator**
We have an exciting opportunity for an Administrative Assistant to join our FOS Team. You will be providing general admin support to the FOS Team, ensuring regulatory standards are met in complaint administration, and organising and sending vital information for FOS investigations.
**What you’ll be doing**:
- To provide administration support to the FOS Team to assist with preparing complaint files to be sent to FOS.
- To work with FOS Team colleagues where required to help data gather and collate the information needed to respond to the FOS file submission requests.
- To consider the nature of the complaint and the SJP response and best utilise the available information across several different systems to help prepare the file submission.
- To accurately set up FOS file submission folders for individual complaint cases in a timely manner, showing awareness of those items which are deemed appropriate to send and which are not.
- You will be involved in the allocation of work to the wider FOS team and updating workflow tasks on our complaint handling database.
**Who we’re looking for**:
- Some experience of regulated complaint handling within financial services.
- Good understanding of FOS and the importance of the data recorded.
- Good understanding of the rules for FOS submissions, the Time Bar principle and awareness of when this can be applied to FOS referrals.
- Good understanding of what paperwork supports new business and ongoing advice including review meetings and how to recognise these documents.
- Some knowledge of the different type of investment products providing you with a greater understanding of a client’s complaint.
**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
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Client Liaison Administrator
6 months ago
Cirencester, 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...