Business Assurance Adviser

4 weeks ago

Bristol, United Kingdom St. James's Place Full time
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, 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 indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation

Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.

Reasonable Adjustments
We're anequal opportunities employer and want to ensure our recruitment process isaccessible and inclusive for all, if you require reasonable adjustment(s) atany stage please let us know by emailing us at

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