Business Assurance Advisor
3 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 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 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?**
- Private Medical - up to family cover paid for by Company
- via BUPA. No excess for claims.*
- 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
**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
LI-LW1
-
Senior Business Assurance Advisor
3 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...
-
Business Assurance Administrator
4 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...
-
Business Assurance MI Analyst
4 months ago
Cirencester, United Kingdom St. James's Place Full timeSt. James's Place (SJP) works inpartnership to plan, grow and protect our clients’ financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible...
-
Business Assurance Administrator
3 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...
-
Business Assurance Administrative Support Assistant
3 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...
-
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 advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to reach their aspirations. We emphasize financial wellness and ethical business...
-
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 knowledgeable advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to meet their objectives. We emphasize financial wellness and ethical...
-
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...
-
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 dedicated team of professional advisors offers tailored, in-person financial guidance, ensuring our clients' confidence in managing their finances to fulfill their aspirations. We emphasize financial wellness and...
-
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...
-
Business Assurance Data Analyst
3 weeks ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeAbout the RoleWe are seeking a highly skilled Business Assurance Data Analyst to join our team at St. James's Place. As a key member of our Business Assurance team, you will play a critical role in providing regular Management Information (MI) to support the performance oversight of our Business Assurance teams.Key ResponsibilitiesDeliver regular MI reports...
-
Business Assurance Data Analyst
1 week ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full time{"title": "Business Assurance Data Analyst", "content": "Job SummarySt. James's Place is seeking a highly skilled Business Assurance Data Analyst to join our team. As a key member of our Business Assurance team, you will be responsible for providing regular MI to support the performance oversight of the Business Assurance teams, management and governance of...
-
Business Assurance Data Analyst
1 week ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full time{"title": "Business Assurance Data Analyst", "content": "Job SummarySt. James's Place is seeking a highly skilled Business Assurance Data Analyst to join our team. As a key member of our Business Assurance team, you will be responsible for providing regular MI to support the performance oversight of the Business Assurance teams, management and governance of...
-
Business Assurance MI Analyst
3 days ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full time{"title": "Business Assurance MI Analyst", "description": "Job SummarySt. James's Place is seeking a highly skilled Business Assurance MI Analyst to join our team. As a key member of our Business Assurance team, you will be responsible for providing regular MI to support the performance oversight of the Business Assurance teams, management and governance of...
-
Business Assurance MI Analyst
3 days ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full time{"title": "Business Assurance MI Analyst", "description": "Job SummarySt. James's Place is seeking a highly skilled Business Assurance MI Analyst to join our team. As a key member of our Business Assurance team, you will be responsible for providing regular MI to support the performance oversight of the Business Assurance teams, management and governance of...
-
Senior Business Assurance Adviser
4 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...
-
Business Assurance Administrative Support Assistant
4 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...
-
Business Assurance Data Analyst
2 weeks ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeAbout the RoleWe are seeking a highly skilled Business Assurance Data Analyst to join our team at St. James's Place. As a Business Assurance Data Analyst, you will play a critical role in providing regular Management Information (MI) to support the performance oversight of the Business Assurance teams, management, and governance of the division.Key...
-
Business Assurance Data Analyst
2 weeks ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeAbout the RoleWe are seeking a highly skilled Business Assurance Data Analyst to join our team at St. James's Place. As a Business Assurance Data Analyst, you will play a critical role in providing regular Management Information (MI) to support the performance oversight of the Business Assurance teams, management, and governance of the division.Key...
-
Senior Business Assurance Specialist
3 days ago
Cirencester, Gloucestershire, United Kingdom St. James's Place Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior 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 advice processes.Key ResponsibilitiesReview and assess complex advice cases to ensure compliance...
