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Business Assurance Adviser

4 months ago

Edinburgh, 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 - Edinburgh

**Location**:Edinburgh with remote working

The role is to compliance check a range of business submitted by the Partnership, 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**:

- Reviewing/Checking Files
- Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner.
- Acting as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required.
- 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.
- Continue Professional Development by way of external exams, internal training, home study.

**We are looking for someone who**:

- Has a methodical and organised approach to administrative procedures
- Has the ability to prioritise workload, to work under pressure both independently and as part of a team
- Demonstrates the ability to respond and adapt to changes in procedures as and when necessary
- Possess excellent organisational skills

**Requirements & Qualifications**
- CII Level 4 Diploma qualified (or equivalent)
- PC Literate, including MS Excel, Word, Outlook, Teams etc

**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 Foundation, which is now the 3rd largest corporate charity in UK.

**Our Awards**:
We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:

- Wealth Manager of the Year - Growth Investor Awards 2021
- Best Wealth Manager - Shares Awards 2021
- Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards 2020
- Top 75 Employer - Social Mobility Foundation Employer Index 2021

**How to Apply