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Senior Business Assurance Specialist

2 months ago


Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
About the Role

We 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 and services.

Key Responsibilities
  • Review and assess complex advice cases to ensure compliance with regulatory requirements and company policies.
  • Collaborate with business risk and field management teams to identify and mitigate potential risks and issues.
  • Provide expert feedback and guidance to partners and colleagues on case content and technical matters.
  • Act as a technical consultant and subject matter expert, providing training and support to partners and new team members.
  • Contribute to the development and implementation of business processes and procedures to drive continuous improvement and compliance.
Requirements
  • Chartered Financial Planner status with a strong understanding of regulated financial planning and compliance.
  • Ability to undertake complex calculations and analysis, including income tax, capital gains tax, and inheritance tax.
  • Strong communication and relationship-building skills, with the ability to articulate complex feedback and ideas.
  • Resilience and ability to manage expectations in a fast-paced and dynamic environment.
  • CF30 registration and SM & CR certification with the regulator (desirable).
What We Offer
  • Competitive salary and benefits package, including private medical insurance and pension scheme.
  • Opportunities for professional development and career growth.
  • Flexible working arrangements and hybrid working policy.
  • Meaningful protection benefits and parental leave policy.
Why Join Us?

We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply. Please note that we are an equal opportunities employer and welcome applications from all qualified candidates.